Membership

19 AI tools for licensed insurance producers.

Built for P&C, commercial, life and E&O. Grounded in ISO forms and real carrier appetite. Copy, paste, ship — no live calls, no onboarding, no scheduling.

★30-day money-back guarantee. Save 4+ hours in month one or we refund. No questions.

Free briefing

$0forever

→Two weekly field notes
→Public prompt of the week
→3 free runs/day of the carrier finder
→Access to the archive

Try the free tool

Pro membership

Best value

$490per year

$40.83/mo billed annually — save $98

→All 19 members-only AI tools — P&C, commercial, life, E&O
→Carrier appetite finder, loss run analyzer, COI drafter, BOR letters
→E&O documentation + incident response kit
→Life needs analyzer (DIME + Human Life Value)
→Full 300+ prompt vault + custom GPT library
→n8n / Zapier / Make workflow blueprints
→New drops auto-published every Tuesday & Friday
→30-day money-back guarantee · cancel anytime

Get instant access

Cancel anytime · 30-day refund

Need seats for a team of 5+? Talk to us about Agency ($249/mo).

Latest members-only drops

Here's what dropped this week

update

Meta Ads Creative That Converted This Month

A field-level teardown of the ad angles, hooks, and formats that drove real insurance lead flow this month.

Aug 26Members only

resource

Q3 P&C Appetite Cheatsheet

A fast read on where 10 key P&C markets are leaning now, so you can place cleaner risks with fewer dead-end submissions.

Aug 12Members only

workflow

Voice AI Retention Agent Kit

A ready-to-adapt call script and Vapi setup for renewal check-ins, save opportunities, and handoffs before clients shop.

Aug 5Members only

New drops every Tuesday and Friday. Members get the full playbook, code, and files.

What's inside the vault

A peek at what unlocks the moment you join

Prompts

Discovery call summariser (P&C)
Renewal review — coverage-gap flagger
Objection handler: 'I need to think about it'
Loss-run analyser → underwriter memo
Cross-sell trigger from policy declarations
Cold-email angles: contractors, $1–5M rev
SOP writer for new CSR onboarding
COI request → carrier portal draft
Producer weekly pipeline review
+ 80–100 more in this category

Custom GPTs

Commercial intake bot (industry-tagged)
Personal-lines quote comparator
Certificate compliance checker
Life-insurance needs-analysis assistant
Claims-status follow-up writer
+ 80–100 more in this category

Workflows

n8n: new lead → enriched → CRM → welcome sequence
Zapier: policy renewal 60/30/15 nudge
Make: Applied → HubSpot → Slack cross-sell alert
n8n: loss-run PDF → parsed → underwriter email
Zapier: bound policy → COI to lender in <5 min
+ 80–100 more in this category

What shipped this month

Momentum you can see

Aug 26
Drop
Meta Ads Creative That Converted This Month
A field-level teardown of the ad angles, hooks, and formats that drove real insurance lead flow this month.
Aug 25
Post
ai for insurance CRM automation: Agency Workflow
ai for insurance CRM automation that cleans CRM data, triggers follow-up, and keeps producers focused on bindable accounts.
Aug 24
Post
ai carrier appetite guide: Agency Tool
Build an ai carrier appetite guide your producers and CSRs will actually use before they waste time quoting bad-fit risks.
Aug 23
Post
ai for auto insurance agents: Workflow That Sells
ai for auto insurance agents works when it fixes quoting, remarketing, follow-up, and retention—not when it writes cute slogans.
Aug 23
Post
ai appointment setter insurance Workflow
Build an ai appointment setter insurance workflow that books real meetings, protects compliance, and saves producer time.
Aug 21
Post
ai for insurance social media: Agency Workflow
A field-tested ai for insurance social media workflow for licensed producers who need compliant, local, useful posts without wasting hours.
Aug 18
Post
insurance agent productivity ai Playbook
A practical insurance agent productivity ai playbook for agencies that want saved hours, cleaner workflows, and less AI theater.
Aug 14
Post
ai policy comparison tool: Agency Field Guide
How to deploy an ai policy comparison tool in an insurance agency without creating E&O chaos or producer theater.

Wall of love

What producers are saying

"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."

Marcus H.

Independent P&C, Texas

"I stopped hiring a VA and rebuilt the whole workflow with the n8n templates. Saving ~15 hours a week and nothing falls through anymore."

Priya S.

Agency owner, 4 producers

"Every Tuesday drop is something I actually use. Login, copy the prompt, ship it before lunch."

Dan R.

Commercial lines, Ohio

"The Meta Ads playbook took our cost-per-lead from $38 to $11 in six weeks. Copy-paste angles that just work."

Alicia M.

Life & health, Florida

"The workflow blueprints paid for the year in the first week. No calls to book, no waiting — just import and run."

Kenji T.

Captive agent transitioning independent

"I've bought every AI-for-insurance course. This is the only one that stays current. New drops every week, no fluff."

Rachel B.

Independent P&C, Arizona

1,000+ producers

300+ prompts

2× drops per week

30-day guarantee

Frequently asked

Is this for captive agents or independents?

Both. The prompts and workflows are carrier-agnostic. About 60% of members are independent P&C, 25% life & health, 15% commercial.

Do I need to be technical?

No. If you can use a spreadsheet, you can use the prompt vault. The workflow blueprints are copy-paste and click-connect.

What's the refund policy?

30 days, no questions. If the first month doesn't save you at least 4 hours, email us and we refund.