THE AGENCY 2030 READINESS CHECK
The agencies executing on AI are pulling ahead on growth, margins, and valuation. Most owners haven’t noticed yet.
The gap between agencies executing on AI and agencies still deciding is widening every quarter — in new business, in margin, and in what the agency will be worth at exit. The Agency 2030 Readiness Check shows you, in six questions, exactly where your agency operates today on the 5 Levels of AI Maturity — and which dimension is quietly costing you the most.
- See where your agency ranks against the working peer baseline — and what an agency one level above yours is doing that you aren’t yet
- Find the single dimension that — closed — most directly converts to faster new-business growth at your size
- Surface the hidden margin leak: the dimension where most agencies are paying for AI without compounding any of it
- Receive your level designation and a prioritized next-step plan you can act on this week
6 questions · about 90 seconds · no email required to begin
AI prepares. You decide. You own the outcome.
Initial baselines drawn from 25 years of advisory observations across independent P&C agencies. Precision improves as the field benchmark builds with each completed Readiness Check.
Built on 25 years of advisory work with independent P&C agencies and the 5 Levels of AI Maturity framework developed by The Society of Insura-Preneurs.
Human-Led. AI-Driven. Built to Grow.
A Michael Jans Production
KNOW
Your working understanding of what AI can and can’t do in a P&C agency right now.
“I can explain, in plain language, what AI does well and what it still gets wrong inside an independent P&C agency today.”
COMMUNICATE
How clearly your AI direction has been delivered to your four critical audiences: team, carriers, clients, and E&O provider.
“I have a written AI communication plan addressed to my team, my carriers, my clients, and my E&O provider.”
LEAD
Whether your AI direction is documented, owned, and tied to your growth model — or still living in your head.
“My AI direction is written down, tied to our growth model, and assigned to specific people with timelines.”
GROW
Whether AI is producing measurable revenue across attract, convert, optimize, and retain — or only one of them.
“AI is producing measurable revenue across all four phases of my client lifecycle: attract, convert, optimize, and retain.”
SELECT
Whether you have a repeatable framework for evaluating AI vendors — or you decide on the basis of the most recent demo.
“I evaluate AI vendors against a written framework that scores fit, risk, and readiness before any purchase decision.”
GOVERN
Whether your AI usage is governed by a written policy your team follows and your E&O carrier has on file.
“We have a written AI governance policy that my team follows in practice and our E&O carrier has on file.”
Your answers are scored.
Here’s where to send the report.
Thank you for answering honestly — in our field work, most owners overestimate by half a level. On the next screen you’ll see your level on the 5 Levels of AI Maturity, your score across all six dimensions, your peer benchmark, and the one move we’d prioritize first for an agency in your position.
We send the report here. We don’t share it.
Used only to benchmark you against agencies your size rather than the full sample.
Includes the dimension that surprises most principals at your level.
One report. No newsletter signup unless you ask.
YOUR AGENCY 2030 READINESS REPORT
Peer baselines drawn from 25 years of advisory observations across independent P&C agencies. Field benchmark precision improves with each Readiness Check completed.
YOUR FASTEST PATH FORWARD
Walk your report with us — leave with the first three moves in writing
Your level designation is above. Below this CTA you’ll find the full dimension-by-dimension breakdown, your peer comparison, and the prescription for each gap. If you want to skip the scrolling and walk through it together with a strategist, book your AI Clarity Session here. 15–30 minutes. You leave with a written 90-day priority list.
Book Your AI Clarity Session →Or keep scrolling for the full report ↓
FRAMEWORK
The 5 Levels of AI Maturity
Where you sit on the path most independent P&C agencies are now walking.
Most agencies in our advisory work are operating at Level 1 today. Movement to Level 2 is the highest-leverage shift available right now.
DIAGNOSIS
Your Profile vs. the Peer Benchmark
How your six dimensions compare to the working peer baseline.
DETAIL
Dimension Breakdown
Each dimension below follows Observation → Implication → Prescription.
A NEW KIND OF AGENCY
A different kind of independent agency is taking shape.
Human-Led. AI-Driven. Built to Grow.
They run leaner. They close faster. And buyers pay differently for them at exit. The distance between the agencies that build this operating model and the ones that postpone it will be hard to close inside 24 months. Not impossible. Hard.
“White-collar work — being a lawyer, an accountant, a project manager, a marketing person — most of those tasks will be fully automated by AI within the next 12 to 18 months.”
Mustafa Suleyman, CEO of Microsoft AI · Financial Times interview, February 2026, via Business Insider
YOUR NEXT MOVE
What an agency at your level does in the next 14 days
Book Your AI Clarity Session →15–30 minutes · One principal, one strategist · You leave with a written 90-day priority list
AI prepares. You decide. You own the outcome.