Agent for the Future
Empowering independent insurance agents to embrace technology, innovation, and growth strategies for the future.
Overview
Agent for the Future is a free educational platform and resource hub created and operated by Liberty Mutual Insurance, Safeco Insurance, and State Auto Insurance to help independent insurance agents succeed in an evolving, technology-driven marketplace. Launched in 2018, the initiative provides independent agents and agency owners with actionable insights, training programs, research, and tools to adopt emerging technologies -- particularly artificial intelligence -- and implement modern business strategies.
The platform serves as both a content library and an ongoing engagement program, offering AI training bootcamps, expert advisor guidance, an AI vendor directory with 100+ vetted tools, original research on agency trends, and an annual awards program recognizing the most innovative independent agencies in North America. All resources are offered free of charge to the independent agent community.
As Liberty Mutual transitions its distribution brands -- Safeco was announced for retirement in 2026 -- Agent for the Future has become a marquee initiative for Liberty Mutual's independent agent distribution channel, supporting agents across all affiliated brands.
Products & Services
AI Bootcamp
A structured, hands-on training series designed to help independent agents put AI to work in their agencies. The bootcamp covers practical use of tools including ChatGPT, Microsoft Copilot, and Google Gemini for growth, client engagement, and retention improvement.
Key Features
- Modular video sessions covering AI fundamentals and workflow integration
- Practical exercises tailored to insurance agency scenarios
- Coverage of prompt engineering for marketing, communications, and policy work
- Three-phase framework: Explore, Adopt, and Optimize
Target Users: Independent insurance agents and agency staff at all experience levels
Quick Start Video Series
Four introductory videos providing agents with an accessible entry point to AI adoption.
Key Features
- What AI is and how it applies to insurance agencies
- Overview of tools commonly used by agents
- How to write effective prompts for agency tasks
- No technical background required
Target Users: Agency principals and staff beginning their AI journey
AI Vendor Directory
A curated, categorized directory of 100+ AI-backed technology vendors relevant to the independent insurance agency channel.
Key Features
- Organized by use case (marketing, operations, client communication, etc.)
- Regular updates to reflect new vendors and tools
- Free to access and search
Target Users: Agency owners evaluating technology investments
Agent for the Future Awards
An annual recognition program celebrating the most innovative, forward-thinking independent agencies and agents in North America. Each winner receives a USD 5,000 cash prize. Award Categories:
Key Features
- Outstanding Agency Overall
- Outstanding Small Agency (under USD 2M annual revenue)
- Outstanding Large Agency (over USD 2M annual revenue)
- Digital Innovator
- Outstanding Female Agency Principal
- Emerging Leader
- Winners profiled in Rough Notes magazine and featured on the platform
- Cash prizes support agency innovation projects
- Judges include Liberty Mutual/Safeco leadership
Target Users: Independent insurance agencies across North America
Educational Content & Research
Original articles, guides, benchmark reports, and agency case studies covering technology adoption, leadership, marketing, talent management, and the future of independent agencies. Key Resources:
Key Features
- Annual Independent Agents at Work Study (AI attitudes and adoption survey)
- Hard market and industry trend reports
- Agency transformation guides
- Expert advisor video content and written resources
Target Users: Independent agency owners seeking strategic guidance
Expert Advisors Program
A team of advisors -- including specialists like Dale Steinke -- who guide agents to new tools, techniques, and AI applications for agency growth. Focus Areas:
Key Features
- AI implementation roadmaps
- Business continuity and perpetuation
- Marketing automation and content strategy
- Technology vendor selection
At a Glance
- Founded
- 2018
- Headquarters
- Boston, Massachusetts
- Employees
- 1-10
- Funding
- Corporate Initiative (Liberty Mutual)
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agent Education & Enablement AI Adoption Agency Technology
- Insurance Verticals
- P&C Personal P&C Commercial
- Target Customers
- Agents/Agencies
Customers
- Independent agency principals and owners
- Agency staff and emerging leaders
- Female agency leaders (dedicated award category)
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Last updated: 2026-04-09