For insurance agents
For captive and independent insurance agents and their office staff.
Works with the AI you already use
Not affiliated with or endorsed by these companies. Names and logos belong to their owners.
The problem
The fix
Each one is a step-by-step routine you can reuse, not a one-off question. You check everything before it goes anywhere.
1
Feed in last year’s and this year’s dec pages. Get a change list, a draft coverage summary, and questions for you to review.
Saves ~1 hr per renewal (est.)
2
Turn a policy document into an internal one-page summary your team can scan before a call.
Saves ~30 min per policy (est.)
3
Paste scattered notes and emails. Get one status table with the next action and the date for each open claim.
Saves ~2 hrs a week (est.)
4
Talk through how you do a task once. Get a written checklist a new hire can follow.
Saves ~2 hrs per process (est.)
Paste in a week of claim notes, emails, and portal updates. Get back one table with the status, the next action, the owner, and a date for every open claim.
· Setup: 20 minutes once, then 15 minutes a week
Give AI last year's and this year's declarations pages. Get back a change table, a plain-English internal summary, and a list of questions for you to check.
· Setup: 30 minutes once, then about 20 per renewal
Courses and tools
Self-paced courses and tools that pick up where the free guides leave off. Sold on Gumroad.
A 30-day Claude challenge for insurance agents. Hand off renewals, claim follow-ups, COIs, and quote chasing, with compliance guardrails built in. Self-paced playbook plus prompt library.