For independent insurance agencies

AI training built specifically for insurance agencies. Inside Claude. $49 per seat per month.

Built by Ben Revzin — 5+ years automating and teaching AI inside insurance agencies. Dozens of lessons and automation skills that help everyone on your team learn at their own pace with a private AI tutor. New lessons added as Claude evolves — every subscriber gets them automatically.

Start your team's training → How it works

✓ dozens of lessons, all insurance-specific ✓ 5–10 min each, conversational ✓ No setup fee, cancel anytime

Lesson 1 · 5 min

Claude · WhereToBegin.ai

Diane · Commercial Lines CSR

start lesson 1

Claude

Welcome, Diane. You're seat 4 of 10 at Acme Insurance. This is Lesson 1: Claude vs Google — When Each One Wins.

Today's framework is one rule: if the answer is the same for every person on earth, use Google. If it depends on YOU, use Claude.

Before we try it — what's your role at Acme? CSR, producer, owner? I'll tailor the examples.

Reply to Claude...

Not a prompt-engineering course

A curriculum about the how and why of AI in the insurance world.

In two weeks, the same team member who's been at your agency for 17 years is drafting renewal emails in her voice, triaging contractor COIs in three minutes, and asking Claude smarter questions than you ever could have imagined. That's the goal. The technical setup is 5 minutes, once. The rest of the curriculum is short lessons (5–12 min each) that take ACORDs, DEC pages, renewals, BORs, X-mod review, and AMS workflows — the work she already does — and turn each one into something AI can help with to save time and allow her to focus more on the judgment calls only she can make.

The problem

Your team is drowning in the same ten tasks every week.

Every agency we've worked with has the same list. Different AMS, different carriers, same drag.

The COI grind. A contractor calls at 4:45 on Friday. Your CSR opens the AMS, finds the policy, fills the ACORD 25, drafts the cover email, and waits for a producer signoff. Eighteen times a day.
The renewal scramble. 90/60/30 day touchpoints get done when someone has time, which means they don't. Renewals slip. Retention slips. Nobody's quite sure where it broke.
The carrier-email pile. Underwriter requests, endorsement notices, audit follow-ups. Your producer reads each one twice and forwards it to whoever it's actually about. That's 40 minutes a day, gone.
The follow-ups that never happen. Quotes sent, then silence. Cross-sell opportunities flagged in your head, never put on a calendar. The book grows by accident, not by system.

You know AI could help. You just don't know where to start.

How it works

How it works in three easy steps.

This isn't another tool you have to log in to. The training lives inside Claude, the same way an email lives inside Gmail.

You buy seats.

Pick how many people on your team need access. We email you one license key for the agency.

Your team watches a 5-minute setup video.

Every person on your team can figure this out — even if they don't know how to copy and paste. So easy that a grandma literally did this all on her own last week.

Everyone learns at their own pace.

Each lesson is a 5–10 minute conversation with Claude. Anyone on your team can do one over coffee. Skip lunch and finish three. Pick up tomorrow exactly where they left off.

This isn't a course you watch. It's training that happens inside Claude, conversationally — using your team's own examples, on whatever device they're already working on. They leave halfway through? They pick up exactly where they left off, on any machine.

Why it's built for insurance

Every example is a workflow your team already runs.

Generic AI courses teach you to summarize a meeting note. We teach you to compare two GL quotes for a 60-employee restaurant group. Sample lessons:

Using Claude to Create Policy Comparisons Drop two carrier quotes in. Get a side-by-side coverage map in 90 seconds.

Detecting Coverage Gaps Using AI Hand Claude a DEC page. Get a list of exposures the policy doesn't address.

AI-Powered Renewal Communication 90/60/30 day touchpoints, written in your voice, ready to ship from your AMS.

Automating Renewal Workflows Map a renewal lifecycle once. Have Claude draft every email in the sequence.

Integrating Claude with CRMs Applied Epic, EZLynx, AMS360, HawkSoft — we cover the actual systems on your desk.

Building Branded Insurance Proposals with Claude Take a coverage summary, get a clean producer-ready proposal in your agency's format.

Understanding the Three-Strikes Framework The simple rule for deciding which agency tasks to automate first.

Managing Employee Resistance to AI How to bring a 23-year veteran along without making it a fight.

Every example uses ACORD forms, COIs, DEC pages, and AMS workflows — not generic productivity scenarios. The curriculum was written for everyone on your team — from Diane, the 17-year commercial lines CSR who knows every carrier rep by first name, to the new hire two weeks in, to the principal in the corner office who wants to know what to double down on next.

The curriculum

Dozens of lessons and automation skills across 7 tracks. New lessons added as Claude evolves.

Built in the order an agency would actually learn this. Foundation first. Strategy last. The curriculum is alive — as Claude ships new features, new lessons get added, and every active seat gets them automatically. We email you when they launch.

Foundation & AI Basics Lessons 1–10

What Claude actually is, the Three-Strikes Framework, Sonnet vs. Opus, and how AI changes day-to-day agency operations.

Skills & Internal Systems Lessons 11–20

How to build, share, and govern Claude Skills across your agency — SOPs, prompt libraries, team-specific assistants.

Communication & Writing Lessons 21–30

Make Claude write in your voice. Renewals, follow-ups, difficult client emails, marketing content.

Policy & Insurance Operations Lessons 31–40

Policy comparisons, coverage gap detection, branded proposals, claims assistance, quote analysis.

Workflow Automation Lessons 41–50

Mapping workflows for automation, semi vs. full automation, CRM integration, reporting, lead scoring.

Analytics & Growth Lessons 51–60

Measuring AI ROI, time savings, cross-sell, churn prediction, producer productivity, scaling the agency.

Strategic & Advanced Lessons 61–70

Adoption strategy, AI culture, ethics & compliance, transformation roadmaps, the future of AI-native agencies.

Your subscription keeps getting better

Claude ships new capabilities every few weeks. Every time it does, we publish new lessons and skills that show you how to use them in an insurance agency — and every active seat in your agency gets access automatically, at no extra cost.

New lesson drops, plus a short note explaining what changed and which roles on your team should pay attention. No marketing fluff — just what's new and how to use it.

Pricing

Flat. Per seat. Cancel anytime.

One price. No tiers, no setup fees, no annual contracts. The owner pays; seats are reassignable.

Per seat · per month

49 / seat / month

Owner buys seats and distributes them to staff. Reassign any time someone leaves.

Full library of lessons and automation skills, insurance-specific
New lessons added as Claude evolves — auto-included for every active seat, with an email when they launch
Lessons delivered conversationally inside Claude
Progress tracked server-side, resumes across devices
Seats reassignable through the owner's dashboard
No setup fee. Cancel anytime.

Subscribe — start training →

Already bought? Email Ben for your claim link if you missed it.

The math, plainly

One half-day with a consultant Generic AI talk. No insurance-specific examples. Done in 4 hours.

$1,500+

One year, billed monthly 10 staff × $49 × 12 months. The flexible option.

$5,880

One year, prepaid annually 10 staff × $470 / year. Same curriculum. Save $1,176.

$4,704

Annual prepay drops the per-employee cost from $588 to $470 a year — for ongoing training that compounds. The half-day consultant leaves with their slides. Your team keeps the skills.

Who built it

Built by someone who's actually sat at the desk.

Ben Revzin has spent 5+ years automating and teaching AI inside insurance agencies. Before going independent, Ben worked full-time at a brokerage for two years — the same desk your team sits at. Since then, Ben has built more than 100 process automations and trained the teams at dozens of agencies most of you would recognize by AMS, carrier mix, and book size.

WhereToBegin.ai exists because every agency owner Ben sat with asked the same question: where do we start?

Questions, custom needs, or enterprise pricing: ben@bencanhelp.com

FAQ

Questions agency owners actually ask.

If yours isn't here, email ben@bencanhelp.com and Ben will answer personally.

Do my employees need to be technical?

No. Every lesson is a conversation. If your team can write an email and read a reply, they can take a lesson. There's no code, no dashboards to navigate, no jargon. Claude does the teaching, in plain English, and adjusts to your team's pace.

What's the difference between monthly and annual billing?

Same product, two ways to pay. Monthly is $49 per seat per month, billed monthly, cancel any time. Annual is $470 per seat per year — that's $39 per seat per month equivalent, a 20% discount, and saves $118 per seat per year. Most agencies that try the platform end up switching to annual after the first month or two; if you're confident your team will stick with it, prepay and pocket the savings. Annual plans don't auto-renew without your approval.

What if an employee leaves and we need to give the seat to someone else?

Seats are reassignable. You revoke the old employee in your owner dashboard, and the freed seat is ready for whoever you want next. The new person runs the activation command, and they're in. No refunds, no waiting period, no calls to support.

Is our agency's data going into AI training?

No. Anthropic has a clear no-train policy on inputs from paid Claude accounts — they don't use your conversations to train models. You can read their privacy policy here. The lessons themselves also teach safe handling: what to paste in, what to never paste in, and how to redact PII before sharing a document.

What if an employee leaves halfway through a lesson?

Progress is tracked server-side, not in a single chat. They pick up exactly where they left off — on any device, in any new chat, by saying "resume my last lesson." Nothing is lost when a chat closes or a laptop dies.

Does Claude know our specific carriers and appetites?

No — and the lessons teach why that's the right design. Claude doesn't know your appetite for habitational risk in California, and we don't want it to guess. The curriculum teaches your team how to give Claude the context it needs (a DEC page, a carrier guideline, a renewal history) so the answers are grounded in your actual book, not in something it made up.

Can we white-label this for our agency?

Not at the seat level. The standard $49/seat plan is the WhereToBegin.ai-branded experience. White-labeled deployments — with your agency name, custom lessons, or carrier-specific tracks — are available as enterprise. Email ben@bencanhelp.com if you have 25+ seats and want to talk about it.

What about HIPAA and state DOI compliance?

We don't store your policy data, your client data, or your transactional records. The platform stores three things: your seat list, lesson progress, and certificates issued. The lessons themselves spend real time on safe handling — how to redact NPI before sharing documents with Claude, what to never copy-paste, and how to set up team-level guardrails. State DOI guidance varies, so the curriculum gives your team the principles, not legal advice.

How fast can my team get started?

Same day. After payment, you get a license key and a 5-minute setup video in your email within minutes. Anyone on your team can follow the video on their own — no IT help, no calls to support. After that, they say "start lesson 1" and they're learning.