Stop Wasting Time: The Best AI Tools for Insurance Agents in 2026

AI seems to release something new every week.  

ChatGPT. Claude. Gemini. Copilot. Perplexity. Grok. 

If you’re an insurance agent or financial professional, figuring out which AI tool is worth your time can feel overwhelming. 

In this episode of the AmeriLife Marketing Mentors Podcast, Jo Barker and David Belleville break down six of today’s most popular AI platforms, what each one does best, and how to choose the right one based on the way you work. 

You’ll learn: 

• Which AI platform is best for creating content
• The best AI tool for research and fact-checking
• Which platform works best with Microsoft or Google
• How to stay on top of marketing trends using AI
• Why you don’t need to use every AI tool to get results
• Simple ways to start using AI without changing your entire workflow

Whether you’re brand new to AI or looking to get more value from the tools you’re already using, this episode will help you spend less time testing platforms and more time growing your business. 

Want more marketing tips specifically built for health and wealth professionals? 

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Read the full 2026 marketing report here: https://marketingmentors.amerilife.com/the-state-of-agent-marketing/ 

Want help building your strategy?https://marketingmentors.amerilife.com/?utm_source=podcast&utm_medium=streaming&utm_campaign=organic 

#AIForAgents #InsuranceMarketing #FinancialAdvisorMarketing #ChatGPT #ArtificialIntelligence 

Chapters

• (00:00:00) - AI for Agents
• (00:00:35) - The AI Platforms You Need to Use
• (00:01:44) - Microsoft's Copilot and its Use Cases
• (00:03:32) - ChatGPT: The Best Large Language Model (LLM)
• (00:05:19) - AT&T Marketing: Claude
• (00:06:53) - Gemini: The Search Engine for Google Users
• (00:10:59) - The Best-For-
• (00:13:05) - Choosing the Best AI LMM
• (00:15:10) - The Marketing Mentors