Michael and Trenton DeVito of My Insurance Guy Insurance Agency 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.