★ For insurance agents ★

Make ChatGPT actually do your agency work

Put ChatGPT to Work in My Agency →

30-day money-back guarantee.

TAP FOR SOUND: How ChatGPT fills ACORDs and so much more
0:00 / 2:02

Don't have time to watch the video right now? Email it to yourself for later.

Tap the video for sound, then scroll down ↓

You're paying for ChatGPT, but it's still not filling your ACORDs, finding leads, adding them to your CRM and AMS, or clearing your inbox. This course walks you through exactly how, inside ChatGPT, on your own agency's work.

ChatGPT fills your ACORDs ChatGPT drafts your COIs ChatGPT preps your renewals ChatGPT finds new leads ChatGPT answers carrier emails ChatGPT fills your ACORDs ChatGPT drafts your COIs ChatGPT preps your renewals ChatGPT finds new leads ChatGPT answers carrier emails

From people in the business.

These are insurance people, not AI influencers. Ben built this course after thousands of hours teaching ChatGPT and Claude to brokers, agency owners, and specialty teams. Here's what they say about working with Ben.

With so much noise and overhyped commentary on every solution, Ben is real. Connect, listen, watch, and engage. It will be worth the time you invest in learning and growing from his expertise.

Richard Bren

Richard Bren · Truck Insurance & Transportation Risk, CPCU, CIC

Ben provided clear guidance on the practical differences between ChatGPT, Claude Cowork, and n8n. Insightful, commercially relevant, and immediately applicable. I'd highly recommend him to any insurance broker looking to understand the tangible impact AI can have from day one.

Malcolm Wright

Malcolm Wright · Founder & CEO, Expatriate Medical & Commercial Insurance

Ben's knowledge in AI application and processes has made him a valuable resource for my insurance team. I wish I'd known about his ability to create insurance processes using AI before we spent over a year waiting for another company to understand what we needed. Now Ben's the first person I call, text, or DM.

Jeff Kleid

Jeff Kleid · Specialty Insurance Programs

★ Trusted by brokers, agency owners, and specialty insurance teams ★

what you'll learn to do

The course turns ChatGPT into an associate that never sleeps.

This is a hands-on course you take inside ChatGPT, on your own agency's files. Lesson by lesson, you learn to make your AI do the work, not just chat about it. Here's what you'll have it doing in a commercial agency.

ACORD forms

Fill an ACORD from messy client data. Paste the email, point to the file, and ChatGPT fills the form. No retyping, field by field.

Carrier submissions

Fill out submission portals on multiple carrier websites at once. ChatGPT enters the same risk across each carrier's portal while you review and hit submit.

Renewals

Prep renewals from last year's policy, loss runs, and exposures into a clean summary, before the deadline sneaks up.

Service email

Triage the carrier-and-service pile and draft replies in your voice. You skim and send, inbox cleared by lunch.

Proposals

Turn quote indications plus your template into a client-ready proposal in your agency's voice, not a generic AI blob.

Leads

Research a prospect before the call from their website, news, and filings, and turn your book of business into a lookalike list.

what you get

Twelve lessons. Built for ChatGPT.

Part 1 runs in regular chat on any device. Part 2 graduates to ChatGPT Work on desktop when you're ready for folders, browser work, and scheduled routines. You bring your ChatGPT account. The course brings the playbook.

Part 1 - in chat (any device)

L1

Meet your AI and how to talk to it.

Intake, the three-strikes rule, and your first real document win on agency work.

L2

Fill an ACORD 125 with a skill.

Install the free fill-acord-125 recipe and fill a commercial application from real client info.

L3

Using documents to get work done.

Hand over dec pages, emails, and intake notes - get summaries and drafts back without retyping.

L4

Teach your agency's voice.

Projects and memory so every draft sounds like your shop wrote it.

L5

Connect Gmail or Outlook.

Link email and calendar so drafts and meeting prep land where you already work.

L6

Research prospects before the call.

Build a brief from a website, news, and filings - and turn your book into lookalikes.

Part 2 - desktop app (ChatGPT Work)

L7

Meet ChatGPT Work.

Install the desktop app and click into hands-on mode with files and browser access.

L8

Your first real task.

Connect a folder, read a document on your computer, and save a new file back.

L9

Let your AI drive the browser.

Watch it fill carrier portals from an ACORD while you review before submit.

L10

One ask, a whole job.

Chain steps end to end: files in, finished document out, data submitted online.

L11

Point it at a whole folder.

Turn a pile of dec pages into one clean renewal spreadsheet.

L12

Skills and scheduled routines.

Build reusable recipes and put your weekly renewals check on a schedule.

Your price today
$499 one-time
less than one bound policy's commission ★
Get the course → $499
why insurance?

Made by an AI expert who has lived and breathed insurance for 5 years.

Five years ago Ben joined a commercial insurance brokerage in Los Angeles as their automation engineer. Everything except getting licensed: cold calls, hiring and running VAs, direct mail, cold email, rebuilding the agency's websites, and automating the busywork nobody wanted.

That is where Ben built more than 260 automation flows and came up with the three-strikes rule that runs through this whole course: anything you do three or more times a week, or that takes more than three steps, should be handed off to the computer.

When Ben moved to San Diego, the brokerage kept Ben on as a consultant, and other agencies followed. That is where the ACORD headaches, the COIs that have to match the legal entity and not the DBA, and the hundred little nuances of the insurance world became second nature.

"I'm not here to sell AI to insurance people. I speak insurance, and I speak AI. This is my world."
Want to talk it through? Book a free 15-min call with Ben →
tell me if this is you

If you've ever…

Still typed an ACORD by hand, field by field
Looked up and realized a renewal is due next week and you haven't started
Watched carrier and service emails stack up past noon
Run out of hours to actually prospect for new business
Watched a dozen AI videos and still don't have it working in your agency

→ The course fixes the last one.

the can't-lose part

You literally can't lose.

30-day money-back guarantee

$499 gets you all 12 lessons forever. Go through them, and if your AI isn't saving you real time in your agency, you get a 100% refund within 30 days, no questions asked.

Ben personally promises this will help you. Stuck on setup? The moment you join, Ben's calendar unlocks so you can book a free 15-minute setup call. Meet Ben.

Get the course → $499
before you buy

Still deciding?

Ask a question about the course. Ben reads every one.

real questions

Quick answers.

What am I actually buying?
A self-paced insurance course you take inside ChatGPT on your own files. One purchase includes the full ChatGPT track (the Claude track is also in your account if you need it). WhereToBegin.ai is not ACORD software and not a done-for-you integration shop. Ben built the lesson plan; you learn the playbook, then run it in your agency.
Do I need ChatGPT Plus or Team?
Yes. Part 1 runs in chatgpt.com on any device with a paid plan (Plus or Team). Part 2 uses ChatGPT Work on desktop for folders, browser tasks, and multi-step jobs. The course walks you through setup on Mac or Windows.
How much is it? Is this a subscription?
$499 one-time for the full course, forever. No monthly fee to WhereToBegin.ai. You also need your own ChatGPT Plus or Team plan from OpenAI (most agencies start at $20/month per person).
Is my client data safe?
Treat ChatGPT like any tool that touches client files: use a paid account, review data controls in Settings on day one (the course walks you through this), and follow your agency's rules on PII. OpenAI publishes enterprise security and compliance details in its trust center. ChatGPT only sees what you point it at. It drafts; you review and send.
Does it work with Outlook and Microsoft 365?
Yes. The course covers connecting Gmail or Outlook, plus OneDrive and SharePoint where your team uses Microsoft. Several agency owners on the demo calls asked this first; it is a core lesson, not an add-on.
Is it only ACORD forms?
No. ACORD auto-fill is the hook most people book a demo for, but the course covers renewals and remarketing, policy comparisons, lead research, inbox drafts, carrier portal work, skills your team can reuse, and scheduled routines. If Applied or your AMS already prefills ACORDs, the value is everything around that: renewals, appetite matching, email, and repeatable recipes.
Which ACORD forms? Can I export a real PDF?
The included recipes cover common commercial forms like the 125, 126, and 140. ChatGPT fills a real fillable PDF you can download and edit. If export is a deal breaker for your workflow, the demo call is the right place to confirm your form types before you buy.
I'm not technical. Will I get stuck?
If you can use your AMS or Microsoft Word, you can do this. You talk to ChatGPT like a coworker. When you join, Ben's calendar unlocks a free 15-minute setup call so a real person helps you get running.
Can I try something before I buy?
Yes. Download the 12-lesson breakdown, book a free ACORD demo call, or grab the free fill-ACORD recipe from the tutorial page. No card required for any of those.
What is ChatGPT Work?
The desktop version of ChatGPT with file and browser access. That is where the heavy agency work happens: connected folders, custom GPTs, and multi-step tasks. The lessons walk you through setup on Mac or Windows.
We're a team. One account or one per person?
ChatGPT Team is priced per person, not one shared login. The course teaches one owner or ops lead to build recipes and connectors, then roll the same playbooks out to the team. Ben can talk through a seven-seat rollout on the setup call.
Do you build custom Zapier or AMS integrations for us?
The course teaches you how to connect ChatGPT and build reusable recipes. Ben answers questions by email and on the free setup call, but this is not full implementation consulting. If you need a custom Semsee → ACORD → AMS pipeline scoped and built, that is a separate conversation after you understand the fundamentals.
What's Ben's insurance background?
Five years inside commercial insurance agencies: automation, AgencyZoom setup, cold outreach, VAs, and hundreds of workflows. WhereToBegin.ai is the training company Ben built after a thousand hours of live AI trainings with agency owners. Ben is happy to connect you with a recent buyer if you want a peer reference before you decide.
What if it doesn't help me?
30-day money-back guarantee. Go through the lessons, and if ChatGPT is not saving you real time, email within 30 days for a 100% refund. No questions asked.
How do I get the setup call?
After checkout, your welcome page includes Ben's calendar link. Book the free 15-minute call there. It is only for people who have joined the course.

Stop watching. Start using it.

Get the course → $499

30-day money-back guarantee · free setup call with Ben