Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

In this episode of Agents Influence podcast, host Jason Cass interviews Sonny Patel, Founder & CEO of Insurmi. Sonny talks about how he built Violet, a digital assistant for the insurance industry. He also shares his knowledge and expertise in the world of Artificial Intelligence.

Episode Highlights:

Jason introduces Sonny Patel. (2:12)

Sonny mentions that he worked at an agency as an office assistant and worked his way up to become a sales director, for about 3 years. (5:28)

Sonny shares that the problem in their industry was the way they were selling policies was outdated, and most of what they’re doing in their agency is done offline. (5:43)

Sonny mentions that he started Insurmi in 2006. (6:25)

Sonny mentions that they built Violet for two primary customer segments, for the enterprise, and the agencies. (9:42)

Sonny shares that they built Violet in a way that is tailored for an insurance agency. Therefore, the onboarding and the setup of the product are specifically tailored for a commercial agency or a personal lines agency. (9:58)

Sonny mentions that they have done everything on the back end manually, and they have gone through every single company in the United States and linked up their claims information. (11:00)

Sonny shares that the beta version that they launched for agencies, have it so that submission will go, either through API integration, into salesforce, or any other API enabled CMS, or it will send the agency, the agency owners, or the agents, an email or text message. (12:43)

Sonny mentions that they’re trying to position Violet as a center assistant that is connected to everything. (16:29)

Sonny thinks that incorporating the behavioral data into the Violet experience is what they plan to have in five years and there are a lot of other companies that are trying to move towards it. (17:55)

Sonny shares that he’s a huge advocate for the insure tech industry. (23:45)

Sonny mentions that he’s reading a book entitled Entrepreneurial Leadership: The Art of Launching New Ventures, Inspiring Others, and Running Stuff, by Joel Peterson. (26:18)

Key Quotes:

“When we look at our product roadmap, we want to have it where Violet can personalize the experience to remember that customer and include different data points into her recommendations and have it become more of a true assistant.” – Sonny Patel

Resources Mentioned:

Agency Intelligence

Reach out to Jason Cass

Sonny Patel LinkedIn


Violet Core

Entrepreneurial Leadership: The Art of Launching New Ventures, Inspiring Others, and Running Stuff


The Hanover Insurance Group

Imperial Premium Finance Specialists