Job Check
Insurance Sales Agents
Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
10 main tasks · most important first
Your main tasks and AI
Importance- 01Customize insurance programs to suit individual customers, often covering a variety of risks.People already use AI for this at work
- 02Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.AI could speed this up, with extra tools
- 03Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.AI could speed this up, with extra tools
- 04Perform administrative tasks, such as maintaining records and handling policy renewals.AI could speed this up a lot
- 05Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.People already use AI for this at work
- 06Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.AI could speed this up, with extra tools
- 07Confer with clients to obtain and provide information when claims are made on a policy.People already use AI for this at work
- 08Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.People already use AI for this at work
- 09Contact underwriter and submit forms to obtain binder coverage.AI could speed this up, with extra tools
- 10Select company that offers type of coverage requested by client to underwrite policy.AI could speed this up, with extra tools
Tasks from O*NET® 31.0 (US Department of Labor, CC BY 4.0, changed by us), most important first. “Already use” comes from Anthropic’s data on real work chats with Claude; “could speed up” from task ratings made with GPT-4 in 2023.
Four studies, side by side
None is a forecast of job loss32%of this job’s work time goes to tasks that people already do with Claude at work, counting tasks where AI only helps as half (2026).Anthropic, 2026
58%of this job’s tasks an AI model could do in half the time, counting tasks that need extra tools as half (rated in 2023).Eloundou, Manning, Mishkin and Rock, 2023
Above 75% of jobsin how often and how well AI helped with this job’s work in Microsoft Copilot chats (2024 data).Microsoft Research (Tomlinson et al.), 2025
Above 34% of jobsin how much of this job’s physical work robots have been shown to do, from factories to homes (2026).Anthropic, 2026
Your human edge
AI touches every main task of this job in some way. Your edge is judgment: knowing when AI’s work is right, and checking it before it counts.
AI tools for your work
Official connectors that let an AI assistant work inside the apps sales use. Each is made by the app’s own maker.