A private assistant that already knows the brokerage, pointed first at the work that pays for itself. We follow one real account, a Connecticut small business, from intake to a finished proposal.
The platform is a governed hub that sits over the data you already have, your agency management system, your forms, and your history. Claude is the interface your team talks to, and the hub is what makes the answers yours.
Point it at the work that drains the week. It drafts proposals, runs renewals, finds coverage gaps, and handles the back and forth of servicing, on your data, inside rules you set.
The result is time back, effort spared, and the relief of a renewal that is ready before the deadline instead of the night it is due. Across the work it touches, it is built to return the large majority of those hours.
Your systems stay the system of record. A secure connector pulls the data in, the hub does the work, and the finished proposal lands back where it belongs. Keys stay server-side, and every person sees only what they should.
Set up with your playbook and connected to your book, Claude lays out the account and the coverages it expects: a business owner's policy with general liability and umbrella, then property, workers' compensation, and business auto. You confirm, or adjust. The judgment stays yours.
Illustrative Intake and coverage setup, about 2 days to 15 minutes.
What used to live across a dozen tabs comes straight from your connected systems when it is known, and Claude asks once when it is not. The churn that made this painful, a new truck, a new hire, a payroll change, becomes a glance and a tap.
Illustrative Gathering and confirming exposures, about 1 week to 1 hour, roughly 95% of it back.
Claude matches the account to carrier appetite, drafts the submissions, and chases the quotes. The remarketing threshold is yours, by region and by line. In Connecticut, where double-digit increases can be routine, it sits higher than it would in the Midwest.
Illustrative Marketing and quote follow-up, about 1 week to the same day.
Property, workers' compensation, business auto, and the business owner's policy with general liability and umbrella, priced and assembled. It saves back into your system, marketed across carriers, ready to send. On a five thousand dollar commission account, the hours saved go straight to the next one.
Illustrative Assembling and checking the proposal, about 2 days to a few minutes. Figures here are a sample.
Sales and proposal generation is the wedge. Each one runs on the same governed data, so the platform grows more useful as more of the book flows through it.
| Layer | Who | What they see |
|---|---|---|
| Office | Producers, account managers, office leadership | Their own clients, policies, proposals, and pipeline. Their office only; other offices stay walled off. |
| Regional | Regional leadership | An aggregated view across the offices in their region, with the rules and state requirements that apply there. |
| Corporate | IT, system admins, finance, HR, marketing, compliance | Firm-wide functions and support workflows, with cross-region rollups where they belong. |
Scoped access doubles as a usability feature. A producer sees only their book, with the state requirements that apply already filtered in, so the question of which version is current goes away.
Some brokers run centralized, others give offices real autonomy, and the platform fits either. Access is scoped by office and region, and the rules that vary by state are built into what each person sees. The Connecticut account we just walked follows Northeast norms, where a higher remarketing threshold is simply how the market behaves.
Sales and proposal generation first. The same hub extends to renewals, servicing, and the rest of the book as you watch it work.