Episode 295: Building an AI-First Agency with Erik Jensen

Unstoppable Profit Podcast Hosted by Mike Stromsoe

The future isn’t coming—it’s already here, and it’s AI-first. In this powerful conversation with Erik Jensen, I uncover what it really takes to build an agency from the ground up with automation, bots, and agentic AI at the core. Erik, a seasoned executive leader and founder of InsureCor and Hatteras Insurance, brings over two decades of experience in operations, M&A, and technology strategy, making him one of the most forward-thinking voices in insurance tech today.

Diving into how he’s reimagined every aspect of his operations by starting with AI first, building workflows where bots do the heavy lifting and humans step in only where truly needed. From native AI and robotic process automation (RPA) to team leadership and scalable tech stacks, this conversation is a masterclass in building an optimized, future-proof agency. If you’re ready to multiply your team’s capacity, increase revenue per employee, and truly operate with a growth mindset, this is the blueprint.

Highlights:

• Understand the difference between native AI, agentic AI, and RPA—and how to use each strategically in your agency.
• Learn how starting with AI-first operations can increase revenue per employee to $400K–$600K or more.
• Discover why listening to your team is the critical first step to identifying what should be automated.
• Explore real-world examples of AI intake bots, quoting bots, and multi-layered automations working together.
• Learn how to create a “tech brain” hierarchy with multiple bots feeding into a central AI system.
• Get inspired by the agency-as-a-lab model that tests, learns, and adapts in real time to stay ahead of the curve.

About Erik P. Jensen:

Erik P. Jensen is a tech-forward insurance strategist with over 20 years of experience across sales, operations, and executive leadership. As founder of Holistic Business Consultants, he leads a suite of interconnected companies transforming how independent insurance agencies grow, compete, and scale through technology.

Erik is the creator of:

• InsurCore – A consulting and implementation firm focused exclusively on modernizing independent agencies.
• ZoInsure – A full-featured, customizable AMS/CRM built on Zoho One with native AI agents, workflow automation, and real-time insight tools.
• Hatteras Insurance – His own Florida-based agency, operating as a living case study for modern tech-enabled growth.
• IO – A lead gen platform using AI to qualify, route, and nurture leads automatically.

He and his team have developed one of the industry’s most comprehensive and intelligent ecosystems, including a proprietary AI-enhanced knowledgebase with thousands of carrier profiles, SOPs, training scripts, and service workflows—powering both agency staff and automated AI agents.

With voice-based learning tools and native AI support rolling out soon in ZoInsure, Erik continues to push the boundaries of what’s possible in the insurance space—helping independent agencies thrive without adding overhead.

Websites:

• InsurCore
• ZoInsure
• IO
• Hatteras Insurance
• Holistic Business Consultants

LinkedIn: linkedin.com/in/erikpjensen

[email protected]

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [email protected]

Website: http://unstoppableprofitproducer.com/

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