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L/A/B Agent Technology Priorities: Foundation Over Innovation

L/A/B agents prioritize many things, but AI isn’t one of them.
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Industry discussions frequently emphasize cutting-edge innovations such as AI. Yet, the reality of what L/A/B agents need and want from their technology partners tells a markedly different story.

This report examines the importance that annuities, group benefits, and individual life agents segments place on several technologies, from basic portal functionality to emerging AI capabilities, based on data from the L/A/B segment of a Q4 2024 Datos Insights survey of 250 agents and brokers. The results clarify priorities that technology executives must understand to align product development with agent needs and market realities.

Clients of Datos Insights’ Life, Annuities, & Benefits service can download this report.

About the Author

Caitlin Simmons

Caitlin Simmons

Caitlin Simmons is a Senior Associate at Datos Insights. She works with senior team members to support consulting projects and create research reports. Prior to joining the firm, Caitlin worked in program evaluation and academic research. She has a Ph.D. in Health Psychology with a concentration in Community Psychology from the University of North Carolina at Charlotte. 

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