156. Old Dogs, New Tricks? Thriving with AI in the Digital Age

There used to be a saying: “You can’t teach an old dog new tricks.” For the longest time, it implied that once you reach a certain age or point in your career, it’s hard to adapt. But today, that idea is completely outdated—because with the rise of Artificial Intelligence (AI), learning new tricks has never been easier, faster, or more exciting.

Yes, even for us seasoned agents.

If you're a veteran in the life insurance industry, you've probably seen it all—manual underwriting, cold calling with landlines, handwritten proposals, and paper-based applications. And now? Everything’s gone digital. Clients expect faster service, personalized advice, and mobile-ready solutions. It can feel overwhelming. But here's the good news: 

AI is not here to replace you. It's here to empower you.

How AI Helps the “Old Dogs” in the industry

1. Smarter Prospecting.
   Instead of randomly calling leads, AI tools can help you identify warm prospects based on behavior, preferences, and even timing. Imagine knowing who to call, when to call, and what to say—all backed by data.

2. Automated Follow-Ups.
   Missed opportunities happen when we forget to follow up. AI-driven CRMs now automate reminders, email sequences, and even text messages, helping you stay top of mind without doing all the legwork.

3. Training On-Demand.
   You don’t have to sit through long classroom sessions anymore. Platforms like ChatGPT can now explain insurance concepts, roleplay client objections, and even help you write scripts—anytime, anywhere.

4. Simplified Presentations.
   AI-powered tools like Canva or PowerPoint Designer make creating proposal decks or client education materials as easy as drag-and-drop. No design skills? No problem.

5. Confidence Booster.
   When you understand how to use the latest tools, you’re no longer left behind. You’re leading the way. And that confidence shines through every client conversation.

It’s Not About Age. It’s About Attitude.

Let’s be real - change can be uncomfortable. But comfort zones don’t close sales. Your experience, wisdom, and people skills are irreplaceable. Pair that with new technology, and you become unstoppable. The new generation may be digital natives, but you are a relationship native—and that’s still the most powerful asset in this business.

Final Word

AI is like a smart assistant that never sleeps. It helps you do more with less effort, learn faster, and serve better. And best of all, you don’t have to become a tech expert. You just have to be willing to try.

So to all the “old dogs” reading this: Yes, you can learn new tricks. And not just that—you can master them. With AI by your side, the best years of your career might still be ahead of you.

Embrace the new tools. Combine them with your old-school grit. And show the world you’re still in the game—stronger than ever.

All the best my friends!!

#acgadvice