Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

“Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.” is a core task performed by Insurance Sales Agents. Among the occupation's 19 rated tasks, workers place it 14th by importance (#6 most important). About 95% of workers say it is relevant to their job.

This is a single occupation-specific task statement from O*NET. The figures below describe how central the task is to the job and what independent studies measure about AI and this kind of work — not a prediction that the task will be automated.

Work activities this task rolls up to

O*NET groups concrete tasks into broader work activities shared across many occupations.

• Explain financial information. in Interpreting the Meaning of Information for Others
• Sell products or services. in Selling or Influencing Others

AI exposure

The OpenAI / Eloundou “GPTs are GPTs” study rates this task E2. Exposure with tools — software built on top of a language model (not the model alone) could cut the time by at least half.

Exposure measures whether a model could meaningfully speed the task up — it is an estimate of overlap with model capabilities, not a measure of whether the work will be done by software. The study's intermediate score (β) for this task is 0.50. Automation potential label: T2.

How AI is actually used on this kind of task

The Anthropic Economic Index observes how people actually use AI on tasks like this one across millions of real conversations.

• 50% of that use is work-related
• Most common interaction: learning
• Average autonomy of the AI: 3.2 (1–5; higher = more autonomous)
• 96% of interactions still needed a human in the loop

Observed AI use describes people choosing to use AI as a tool on this kind of task today. It is augmentation and assistance, not a measure of jobs replaced.

Working with AI vs. handing it off

Of the AI conversations mapped to this task, the split between people working alongside AI and people delegating the task to it.

How people interact with AI on this task

Other tasks in this occupation

• Customize insurance programs to suit individual customers, often covering a variety of risks. · importance 4.4
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice. · importance 4.4
• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans. · importance 4.2
• Perform administrative tasks, such as maintaining records and handling policy renewals. · importance 4.2
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. · importance 4.1
• Confer with clients to obtain and provide information when claims are made on a policy. · importance 4.1
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. · importance 4.1
• Contact underwriter and submit forms to obtain binder coverage. · importance 4.0
• Select company that offers type of coverage requested by client to underwrite policy. · importance 4.0
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. · importance 4.0
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. · importance 3.9
• Develop marketing strategies to compete with other individuals or companies who sell insurance. · importance 3.9
• Calculate premiums and establish payment method. · importance 3.9
• Plan and oversee incorporation of insurance program into bookkeeping system of company. · importance 3.8

See all tasks on the Insurance Sales Agents page.

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

• O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
• Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

Data compiled June 2, 2026. Figures are estimates, not advice.

@misc{singulariki-task-718,
  title  = {Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/tasks/task-718}
}