An internal AI committee of roughly 25 employees also helps evaluate new tools. Even with strong technology, however, adoption often becomes the biggest challenge. “With our proposals, we have been working on them for two years,” Grasman said. “I thought it was a slam dunk. It’s the most amazing tool I’ve ever seen.” Instead, the team discovered an unexpected barrier. “What we found was it was more work for people to do a new proposal from the ground up the first time,” she said. To overcome that hurdle, the brokerage temporarily added staff augmentation to help generate initial proposals until the models were fully trained and workflows stabilized. “The change, adoption, and figuring out why the tech isn’t skyrocketing was critical,” Grasman said.
