Insurance agencies don’t just need more people — they need smarter operations.
In this episode of Insurance Shoptalk, Eric Stein sits down with Travis MacMillian of Xceedance to unpack how automation, AI, and strategic back-office support can completely transform the way property & casualty agencies operate.
From policy checking and COI management to remarketing, loss runs, endorsements, accounting reconciliation, and even claims coordination — Travis explains how agencies can eliminate repetitive portal work, reduce manual data entry, and create 30%+ more operational capacity without stacking on more headcount.
This isn’t about replacing people. It’s about removing friction — so principals can put more in their pocket, pay producers and CSRs more, and build a modern digital footprint that supports real growth.
If you’re tired of adding bodies just to keep up with volume, this conversation will shift your thinking.
