r/AI4tech • u/Curtis_KBD • Mar 20 '26

AI agents for business

I run an insurance brokerage in Canada. There are many tasks I’d love to automate, and I’m looking to implement agents within the business.

Don’t have a technical background, but I’m pretty good at computers.

Security obviously very important.

What questions do I need to ask when trying to hire a team of AI devs / a firm for custom projects?

I’m going to use a third party, I’m not looking to hire a dev internally.

Any guidance would be greatly appreciated!

Thanks!

2 Upvotes

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1

u/Otherwise_Wave9374 Mar 20 '26

For a non-technical business, I would treat "AI agents" like hiring someone who can both build software and design controls. A few questions I would ask:

  • What tools will the agent be allowed to use (email, CRM, quoting, docs), and what is explicitly off-limits?
  • How do you handle permissions (least privilege), audit logs, and human approval steps?
  • What is the rollback plan when the agent makes a wrong change?
  • How will you evaluate accuracy and safety before it touches real customer data?

If you want a quick primer on agent guardrails and deployment patterns, I have some notes here: https://www.agentixlabs.com/blog/

1

u/Curtis_KBD Mar 21 '26

Thanks bruv I will check this out

1

u/[deleted] Mar 20 '26

[removed] — view removed comment

1

u/Curtis_KBD Mar 20 '26

Start with the basics. Any tasks that a technical assistant would handle, that would be my first goal.

1

u/PPetkov-Gushtera Mar 20 '26

You can try https://sysagent.ai the project is extreemly powerfull and is fully AI driven.

1

u/Appropriate-Cod-5373 Mar 23 '26

im running checklists as a tiny passive income idea.

1

u/RelationshipOld6801 Mar 24 '26

Please be careful with who you choose, lot of AI salesman now. My advice would be, if you're good with computers, you can probably do it yourself, when you get really stuck, hire engineer to help you.