Regesta Field Reports are written from inside real agency engagements. Each report examines a specific operating question, publishes the workflow diagrams behind it, and gives leaders language they can use in their own capital and operating plans.
The Work Between the Systems
Workflow Architecture for AI-Native Independent Insurance Agencies
An observation of workflow friction in independent agencies and the operating layer between the systems where AI usefully arrives or fails to.
The Agency Must Own the Change
A Leadership Operating Model for AI-Native Independent Insurance Agencies
AI does not become valuable because the agency has access to it. Value appears when leadership can repeatedly redesign important work, place assistance inside a clear boundary, and learn from what happens next.
Reading about internal workflows, governance or operations?