Insurance Sales Agents

Task by task

Each task this job involves, as listed by O*NET, rated on whether a large language model like GPT-4 could cut the time it takes by at least half at the same quality. Tasks marked Seen in real AI use appeared in conversations with Claude in April–May 2026 (Anthropic Economic Index).

• AI can speed this up on its own: 3 (16%)
• AI can speed this up with extra software: 16 (84%)
• Little or no AI speed-up: 0 (0%)

• Perform administrative tasks, such as maintaining records and handling policy renewals.AI can speed this up on its own · core task
• Calculate premiums and establish payment method.AI can speed this up on its own · core task
• Install bookkeeping systems and resolve system problems.AI can speed this up on its own · supplemental task
• Customize insurance programs to suit individual customers, often covering a variety of risks.AI can speed this up with extra software · core task
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.AI can speed this up with extra software · core task
• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.AI can speed this up with extra software · core task · Seen in real AI use
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.AI can speed this up with extra software · core task · Seen in real AI use
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.AI can speed this up with extra software · core task
• Confer with clients to obtain and provide information when claims are made on a policy.AI can speed this up with extra software · core task
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.AI can speed this up with extra software · core task · Seen in real AI use
• Contact underwriter and submit forms to obtain binder coverage.AI can speed this up with extra software · core task
• Select company that offers type of coverage requested by client to underwrite policy.AI can speed this up with extra software · core task
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.AI can speed this up with extra software · core task
• Develop marketing strategies to compete with other individuals or companies who sell insurance.AI can speed this up with extra software · core task · Seen in real AI use
• Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.AI can speed this up with extra software · core task
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.AI can speed this up with extra software · supplemental task
• Plan and oversee incorporation of insurance program into bookkeeping system of company.AI can speed this up with extra software · supplemental task
• Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.AI can speed this up with extra software · supplemental task