In this episode, Jake Welles, co-founder of Meshed, explains how insurance brokerage is still heavily burdened by manual processes, fragmented communication, and inefficient data handling across emails, PDFs, and multiple systems. 

He highlights that while brokers play a critical role in distribution and trust, much of their time is spent on low-value administrative work rather than client relationships. He shares how Meshed is rethinking this model by introducing AI agents that can ingest documents, extract and structure data, and automate workflows across the insurance lifecycle.