If you run an insurance agency, you think about growth all the time. You want more policies on the board and you want the bonus to hit. You know exactly what it takes to get there, and you also know how easy it is to get stuck. Referrals dry up. Hiring takes forever. Lead buying feels inconsistent and messy. Everything starts to look like more work for the same outcome. AI doesn’t magically fix the whole business, but it does take a ton of weight off your team. It gives you room to grow without piling on more overhead. And once that happens, the people you keep end up being way more important. In an AI-powered agency, three roles carry the whole thing. Get the right people in these spots and the rest of the model starts to feel a lot easier.
Every growing agency needs someone who loves running the top of the funnel. This is the person who knows where your leads come from, what they cost, and how to make those numbers move in the right direction. They understand the difference between a vendor that is heating up and one that is slowing down. They make quick adjustments. They notice patterns. They treat lead buying like something they can shape instead of something they have to react to. You don’t need a big team here. You need someone who likes the numbers and understands how to turn volume into opportunity. That’s it.
Once AI handles qualification and follow up, the Closer finally gets to do what they’re good at. This is the person who wants to talk to people who are ready to buy. They know how to guide the last part of the conversation. They handle nuance, coverage questions, and the parts of the job that require an actual human voice. Most agencies already have someone who fits this description, but they’re usually stuck chasing cold leads instead of talking to qualified buyers. When the pipeline is filled with real interest and clean handoffs, everything gets easier. Performance climbs because the workday is predictable and the opportunities are real. A strong Closer in a clean system becomes one of the most valuable people in the agency.
The Operator decides where the agency goes next. This is usually the founder or whoever is steering the ship. AI creates margin and someone has to choose what to do with it. Maybe that means buying more leads. Maybe it means adding a new product line. Maybe it means improving the workflow so the team closes faster. This role isn’t about doing everything. It is about making clear choices. The Operator looks at the numbers, sees where the leverage is, and builds an agency that grows without adding headcount. That mindset shifts everything.
AI takes on the repetitive work that slows teams down. The follow up. The qualification. The constant checking in. Once those pieces run in the background, the people on your team get to focus on the parts that drive revenue. They think more. They close more. They build the business you want instead of wrestling with tasks that were never worth their time. A small team can get a lot done when each person works in the right lane and the system around them never stops.
Let’s run it together. Get in touch and we’ll review yours.
