Insurance Office of America expands AI across operations

Insurance Office of America is expanding its use of AI across placement, quoting, servicing, and client analysis.

Earlier this year, the brokerage launched an internal platform that brings carrier information from multiple systems into one place. Teams use AI to assess carrier appetite and compare placement options, and IOA plans to add more AI capabilities to the platform over time.

IOA is also using agentic AI to compare carrier quotes, pull coverage insights and benchmarks from its book of business, and speed up submissions, quoting, and servicing. Employees direct the work and make the decisions.

The brokerage is using AI platforms from established technology providers, though it did not name the vendors. The tools operate within IOA’s security, data protection, and governance controls.

“At IOA, we have always grown by investing in our people and in the relationships we build with our clients. That’s not changing; it’s being amplified. AI gives our team members sharper insights, more time, and better tools. What they do with that time is what sets IOA apart: they show up for clients, they solve problems, and they deliver solutions that make a real difference. We are not adopting AI to do more with less. We are adopting AI to do more for our clients and to continue growing the kind of firm that the best people in this industry want to be a part of.” – Jeff Lagos, chief executive officer of IOA.