--- title: How My Insurance Guy Uses Automation to Improve the Client Journey | Ep 47 description: Discover how My Insurance Guy uses automation to enhance client experiences, streamline agency operations, and foster meaningful agent-client relationships image: https://benefits.chicagolandsia.com/hubfs/How%20My%20Insurance%20Guy%20Uses%20Automation%20to%20Improve%20the%20Client%20Journey%20%20Ep%2047.png --- [Skip to content](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/how-my-insurance-guy-uses-automation-to-improve-the-client-journey-ep-47#main-content) [facebook-f icon](https://www.facebook.com/chicagolandsia/) [linkedin-in icon](https://www.linkedin.com/company/chicagoland-sia/) [Twitter icon](https://twitter.com/ChicagolandSia) [youtube icon](https://www.youtube.com/channel/UCjdqbj5lRfSQnvjjGVdrVPg) [![CSIAlogo-2-2](https://benefits.chicagolandsia.com/hs-fs/hubfs/CSIAlogo-2-2.png?width=200&height=118&name=CSIAlogo-2-2.png)](https://benefits.chicagolandsia.com/) - 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[Video Series](https://benefits.chicagolandsia.com/beyond-the-dec-page-video-series) - [Podcast](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast) - [Free Downloadable Guides](https://benefits.chicagolandsia.com/free-digital-content-strategy) - [Press Releases](https://benefits.chicagolandsia.com/press-release) - [Our Team](https://benefits.chicagolandsia.com/our-team) - [Make a Payment](https://chicagolandsia.appliedpay.com/) Jul 20, 2026, 3:14:50 PM # How My Insurance Guy Uses Automation to Improve the Client Journey | Ep 47 ![Picture of Kelsey Ramsey](https://benefits.chicagolandsia.com/hs-fs/hubfs/Kelsey%20Ramsey-1.jpg?width=50&name=Kelsey%20Ramsey-1.jpg) [Kelsey Ramsey](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/author/kelsey-ramsey) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/how-my-insurance-guy-uses-automation-to-improve-the-client-journey-ep-47) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/how-my-insurance-guy-uses-automation-to-improve-the-client-journey-ep-47) [Twitter icon](https://twitter.com/intent/tweet?url=https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/how-my-insurance-guy-uses-automation-to-improve-the-client-journey-ep-47) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/how-my-insurance-guy-uses-automation-to-improve-the-client-journey-ep-47) [envelope icon](mailto:?body=https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/how-my-insurance-guy-uses-automation-to-improve-the-client-journey-ep-47) Michael and Trenton DeVito of [My Insurance Guy](https://myinsuranceguy.com/) share how they use technology, standardized processes, and automation to operate a growing independent agency. The conversation explores how they mapped the client journey, identified repetitive tasks, automated prospect follow-ups and renewal communications, and built educational touchpoints that keep clients informed. They also explain why automation should support personal service rather than replace it, giving agents more time for meaningful conversations, risk education, and individualized recommendations. Independent agents looking to improve agency workflows will hear practical guidance on where to begin, what to automate first, and how a website, organized client data, and consistent communication can create a stronger experience for both clients and agency staff. [Digital Strategy](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/tag/digital-strategy) ## Related posts [![](https://benefits.chicagolandsia.com/hs-fs/hubfs/If%20You%20Want%20to%20Be%20a%20Trusted%20Advisor%2c%20Start%20Advising-1.png?height=200&name=If%20You%20Want%20to%20Be%20a%20Trusted%20Advisor%2c%20Start%20Advising-1.png)](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/if-you-want-to-be-a-trusted-advisor-start-advising) [Marketing](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/tag/marketing), [Digital Strategy](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/tag/digital-strategy) ## [If You Want to Be a Trusted Advisor, Start Advising | Ep 46](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/if-you-want-to-be-a-trusted-advisor-start-advising) ![Picture of Amanda Yaniz](https://benefits.chicagolandsia.com/hs-fs/hubfs/Amanda%20Yaniz-1.jpg?width=50&name=Amanda%20Yaniz-1.jpg) [Amanda Yaniz](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/author/amanda-yaniz) Jun 25, 2026, 1:01:30 PM [Read more](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/if-you-want-to-be-a-trusted-advisor-start-advising) [![](https://benefits.chicagolandsia.com/hs-fs/hubfs/Licensed%20To%20Talk%20Insurance%201%20(12).png?height=200&name=Licensed%20To%20Talk%20Insurance%201%20(12).png)](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/defining-your-ideal-client-lessons-from-30-years-in-insurance-ep.-36) [Sales Strategy](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/tag/sales-strategy) ## [Defining Your Ideal Client: Lessons from 30 Years in Insurance | Ep. 36](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/defining-your-ideal-client-lessons-from-30-years-in-insurance-ep.-36) [Chicagoland SIA](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/author/chicagoland-sia) Aug 21, 2025, 1:26:12 PM [Read more](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/defining-your-ideal-client-lessons-from-30-years-in-insurance-ep.-36) [![](https://benefits.chicagolandsia.com/hs-fs/hubfs/Licensed%20To%20Talk%20Insurance%201%20(7).png?height=200&name=Licensed%20To%20Talk%20Insurance%201%20(7).png)](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/why-your-insurance-origin-story-matters-more-than-you-think-ep.-31) [Marketing](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/tag/marketing), [Digital Strategy](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/tag/digital-strategy), [Sales Strategy](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/tag/sales-strategy) ## [Why Your Insurance Origin Story Matters More Than You Think | Ep. 31](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/why-your-insurance-origin-story-matters-more-than-you-think-ep.-31) [Chicagoland SIA](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/author/chicagoland-sia) Mar 21, 2025, 9:12:30 AM [Read more](https://benefits.chicagolandsia.com/licensed-to-talk-insurance-podcast/why-your-insurance-origin-story-matters-more-than-you-think-ep.-31) [facebook-f icon](https://www.facebook.com/chicagolandsia/) [linkedin-in icon](https://www.linkedin.com/company/chicagoland-sia/) [X Twitter icon](https://x.com/ChicagolandSia) --- [![CSIAlogo-2-2](https://benefits.chicagolandsia.com/hs-fs/hubfs/CSIAlogo-2-2.png?width=200&height=118&name=CSIAlogo-2-2.png "CSIAlogo-2-2")](https://benefits.chicagolandsia.com/) 240 S. 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