Pro Membership · $49/mo
Everything you get the moment you join.
18 producer-grade AI tools, 300+ prompts, a GPT library, workflow blueprints, and a new drop twice a week. Roughly $49/month — one saved hour pays for it.
Live tool
Carrier appetite finder
Paste a risk — get 4–7 ranked carriers with fit score, watch-outs, and next step. Built on 2025 appetite data.
Live tool
Quote follow-up writer
Paste the quote — get a 3-touch email + SMS sequence you can send today. Under 110 words per email.
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Quote comparator
Drop two or three quotes side by side — see premium, deductible, and coverage gaps flagged instantly.
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Coverage gap analyzer
Paste the policy — get every exclusion and shortfall called out, with a plain-English client summary.
Live tool
Renewal review generator
Upload the renewal — get a 60/30/15-day client review packet with premium change and coverage deltas.
Live tool
Cross-sell finder
Paste a client's policies — get 3–5 cross-sell angles ranked by fit, each with an opening message.
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Objection handler
Type the objection — get a 3-part response script (acknowledge, reframe, close) tuned to the product.
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Claims advocate letter
Describe the denied claim — get a formal, cite-ready appeal letter in the right tone for the carrier.
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Discovery call script
Enter the prospect — get a tailored 10-minute discovery script with qualifying questions and pivot cues.
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Cold outreach writer
Paste the prospect's role — get a 70-word cold email + a 120-character SMS, carrier-agnostic and compliant.
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Policy explainer
Paste any policy section — get a client-facing explanation in plain English, no jargon, ready to send.
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Commercial submission
Enter the account — get a clean submission packet (Acord-style) ready for underwriter review.
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Life needs analysis
Enter household income and goals — get a ranked needs analysis with product recommendations and rationale.
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Loss run summarizer
Paste a loss-run report — get actuarial-grade summaries, loss trends, and underwriter talking points.
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COI drafter
Enter the client + insureds — get a compliant Certificate of Insurance draft, vendor-ready in seconds.
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BOR letter
Paste the account context — get a persuasive Broker of Record letter that lands the move.
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E&O documentation
Log the interaction — get a defensible E&O trail entry with timestamps, disclosures, and client consent.
Vault
300+ prompts across intake, UW, sales & service
Discovery summariser, coverage-gap flagger, objection handlers, loss-run analyser, cross-sell triggers.
Library
Custom GPT & Claude Project library
Commercial intake bot, personal-lines quote comparator, COI compliance checker — fork and go.
Blueprints
n8n / Zapier / Make workflow templates
Lead → CRM → welcome, renewal 60/30/15 nudge, loss-run PDF → underwriter email. Import JSON, done.
Weekly
New drops every Tuesday & Friday
A new prompt, GPT, or workflow lands twice a week — auto-emailed and archived in your Pro area.
"The intake GPT alone paid for a year of membership in the first week. My quote-to-bind cycle dropped from 3 days to same-day."
Pro membership
Monthly
✓ 30-day money-back guarantee — no questions
✓ Cancel anytime from your account
✓ Instant access — no calls, no onboarding
✓ Secure checkout by Stripe
Questions? hello@theaiagent.pro
Frequently asked
When do I get access?
The second payment clears. You'll land in your Pro area with everything unlocked.
What if it's not for me?
Email us within 30 days and we refund in full — no forms, no calls.
Do I need to be technical?
No. If you can use a spreadsheet, you can use the vault. Workflow blueprints are copy-paste.
Can I switch between monthly and annual later?
Yes, from your account page. Annual saves you $98/year.
Is this for captive or independent producers?
Both. Prompts and workflows are carrier-agnostic. ~60% independent P&C, 25% L&H, 15% commercial.