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 · or go straight to annual Pro checkout and save $98

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

Latest members-only drops

Here's what dropped this week

resource

Wake Up Dormant Leads with AI SMS

A field-ready SMS workflow to segment stale leads, generate better first touches, and turn replies into booked conversations.

Sep 23Members only

prompts

20 Discovery Questions for Commercial Risks

A field-ready prompt pack to tighten commercial risk discovery before you quote, renew, or remarket an account.

Sep 16Members only

workflow

Bind Confirmations Without Double Entry

A Zapier template that turns a bind confirmation into clean CRM updates and accounting handoff notes.

Sep 9Members 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

Oct 1
Post
ai reporting dashboard insurance agency: KPI Playbook
Build an ai reporting dashboard insurance agency owners trust: retention, producer activity, service load, and AI ROI without vendor fluff.
Sep 30
Post
ai for benefits brokers: Renewal Ops Playbook
ai for benefits brokers helps teams clean census data, draft renewal narratives, and cut spreadsheet drag without risking compliance.
Sep 29
Post
ai fraud detection agents for Insurance Agencies
How ai fraud detection agents help insurance agencies flag bad submissions, claim inconsistencies, and documentation gaps without vendor hype.
Sep 28
Post
compliance ai insurance: Agency Playbook
A practical compliance ai insurance playbook for US agencies using AI without creating E&O, privacy, or supervision problems.
Sep 27
Post
ai producer onboarding insurance: Field Guide
A field-tested ai producer onboarding insurance workflow for agencies that want faster ramp, cleaner notes, and fewer manager bottlenecks.
Sep 26
Post
ai for workers comp agents: Field Guide
A practical field guide to ai for workers comp agents: submissions, class codes, audits, renewals, and workflows without vendor hype.
Sep 25
Post
ai for cyber insurance sales: Field Guide
ai for cyber insurance sales helps producers find risk, prep sharper submissions, and explain coverage without adding busywork.
Sep 24
Post
ai for insurance customer onboarding: Field Guide
How agencies should use ai for insurance customer onboarding without creating compliance, E&O, or staff chaos.

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.