FOR INSURANCE BROKERS

Claude for Insurance Brokers.
Underwriting briefs in 30 minutes.

Policy comparisons. Client briefs. Claims summaries. Underwriting docs. AI that reads documents the way your team does. Without rebuilding your stack.

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Where the hours actually go.

4-hour underwriting briefs

You bill 2 hours. The 4-hour delivery time means you take fewer cases. Volume caps because reading is slow, not because expertise is missing.

Policy comparison spreadsheets

Built once for one client. Updated never. Next prospect asks the same comparison and the team rebuilds it from scratch. Three hours that should be 20 minutes.

Claims follow-ups by phone

Your team calls carriers daily for status updates. Each call is 12 minutes of hold music for 30 seconds of useful information.

Same system I install for every agency.

30 Days to AI-Native method. Your team owns it. No retainer.

Claude knows your carriers, your underwriting criteria, your client types
Underwriting briefs drop from 4 hours to 30 minutes
Policy comparisons templated and instantly customizable
Your team trained in 90-minute sessions, documentation included
After handoff your agency extends the system without me

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Test which workflow fits your team first.

Take the AI Bottleneck Calculator. 10 questions. Free personalized Claude Workflow Map. No email required for first 9 questions.

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Claude for Insurance Brokers. Underwriting briefs in 30 minutes.

Where the hours actually go.

Same system I install for every agency.

Test which workflow fits your team first.

Other industries I work with

Claude for Insurance Brokers.
Underwriting briefs in 30 minutes.