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Insurance operations guides. For brokers and agencies.

Plain guides for insurance brokers and agencies who are new to AI: what it can do, where to start, and how to handle renewals, quotes, claims and statements.

Start here

  1. 01AI for insurance brokers: what it can do, where to startWhat AI can do in a broker's office, what it should not do, and where a beginner should start, with the seven jobs most offices can hand over first.
  2. 02How to use AI in an insurance agency: a guide for ownersHow an insurance agency or brokerage can use AI, office by office: everyday drafting, service, renewals and paperwork, and what must stay with your people.
  3. 03An AI plan for a small insurance agency: the first 90 daysA plain 90-day AI plan for a small insurance agency or brokerage: choose one job, measure it, set data rules, run a trial, then decide who runs it.
  4. 04Best AI tools for insurance agents: how to chooseWhich AI tools suit insurance agents and brokers: general assistants, AI in your management system, single-job tools and built systems, and how to choose.
  5. 05Will AI replace insurance brokers? A straight answerWill AI replace insurance brokers and agents? What AI can already take over, what clients and regulators still expect from people, and how to prepare.
  6. 06Is ChatGPT safe for insurance agency client data?What an insurance agency or brokerage should know before putting client data into ChatGPT or other AI tools: settings, plans and staff rules.

Guides by job

  1. 07How to prepare an insurance renewal submissionHow to prepare a renewal submission: what to gather, a fair presentation of the risk, checking wording against last year, and chasing missing documents.
  2. 08How brokers compare commercial insurance quotesHow a broker lines up commercial quotes on premium, excess, limits and exclusions, ties each line to its source, and records why one was recommended.
  3. 09Insurance policy checking: what to check and howPolicy checking for brokers: check the issued policy against agreed terms line by line, find where differences come from, and raise them with the insurer.
  4. 10Mid-term adjustments and endorsements: a broker's guideHow brokers handle a mid-term adjustment or endorsement: what the request must hold, what changes in the risk to disclose, and how to check the result.
  5. 11How insurance brokers keep track of claimsHow a broker's office keeps one record per claim, turns the inbox into a list of outstanding requests, drafts client updates and decides when to chase.
  6. 12Property and fleet schedules: how brokers prepare themHow brokers build a property or fleet schedule from spreadsheets and attachments, flag gaps and changes, and present it clearly to insurers.
  7. 13Insurance commission reconciliation for brokersHow to reconcile insurer commission statements: match by policy, amount and date, sort differences, approve adjustments, and keep client money rules apart.