IMA reaches enterprise-wide AI adoption

More than 95% of IMA Financial Group ’s 3,000-plus employees now use AI daily across thousands of agentic workflows.

The insurance brokerage has deployed AI agents for research, analytics, document comparison and workflow automation. Employees develop use cases through IMA’s AI Studio, which turns internal ideas and pilot programs into tools that can be used across the organization.

IMA’s platform-agnostic approach is supported by employee education and governance controls. The company began pursuing its “Broker of the Future” strategy in 2020.

“IMA declared our goal to become the Broker of the Future in 2020. Since then, we have equipped our employee owners with the tools, education and confidence to innovate and use AI responsibly to make better decisions and create greater value for our clients. For IMA, AI is a people transformation, not a technology transformation; and there is no better example of that than the thousands of agentic AI workflows already put in place, led by the innovation of our associates.” – IMA Chairman and CEO Rob Cohen.