Episode 289: AI – Tech and More – NO Decision is a Decision with Rob Bowen
Twenty years ago, I was figuring out how to go paperless, and today, technology is revolutionizing our industry—but too many agencies are still stuck in the past. My guest, Rob Bowen, founder of Patriotic Insurance Group, has embraced automation,
Twenty years ago, I was figuring out how to go paperless, and today, technology is revolutionizing our industry—but too many agencies are still stuck in the past. My guest, Rob Bowen, founder of Patriotic Insurance Group, has embraced automation, bots, and AI to eliminate manual work, improve efficiency, and free his team to focus on what really matters. In this episode, we break down why most agencies struggle with tech (hint: messy data), how automation isn’t about replacing people but enabling them, and why no decision is a decision—if you’re not moving forward, you’re choosing to fall behind. Rob shares practical steps to clean up your data, implement automation without overwhelm, and shift your mindset so you can future-proof your agency.
Highlights:
- Avoiding automation and AI won’t keep your agency safe—it will leave you behind. Adapting to new technology is essential to staying competitive.
- Automation is only as good as the data it runs on. If your AMS or CRM is a mess, AI will only make things worse. Clean, accurate data is key.
- Empower your team to think and act, not just follow orders. This creates a stronger, more efficient workforce and reduces micromanagement.
- Let technology handle repetitive tasks so your team can focus on clients and strategy. Automation is a tool, not a threat.
- Stop wasting time collecting basic info manually. Use tools like Canopy Connect and JotForms to speed up the process and reduce errors.
- Don’t get overwhelmed. Identify your biggest inefficiencies, automate one process at a time, and refine as you go.
About Rob Bowen:
Rob Bowen is the proud owner of Patriotic Insurance Group, a seasoned veteran, and a cornerstone of his community. With a wealth of experience spanning a decade in the insurance sector, Rob is dedicated to delivering tailored solutions that protect his clients’ interests.
Having served his country with honor, Rob brings a disciplined approach and strong values to his work. His military background instilled in him a deep sense of responsibility and a commitment to service, which he translates into ensuring his clients receive top-notch insurance coverage and personalized attention.
Outside of his professional endeavors, Rob is actively involved in community initiatives. He volunteers his time and resources to support local causes and organizations, demonstrating his passion for making a positive impact on the lives of those around him.
As the founder of Patriotic Insurance Group, Rob combines his expertise in insurance with his community-minded approach to provide trustworthy and reliable service. His dedication to excellence and genuine care for his clients make him a respected figure in both the insurance industry and his local community.
With the acquisition of Burkhard-Evans in Inlet NY he has expanded the ability to serve clients all over NY state and surrounding states.
Patriotic Insurance Group – Personal and Business Insurance
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
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