Short, practical walkthroughs for using Claude or ChatGPT as a real coworker. Built for insurance agents and small business owners who would rather see it work than read a manual. Pick your assistant below.
The practical, non-technical guide to using Claude Cowork as a real coworker at your agency.
Drag a fillable ACORD PDF and an email into Claude and get a completed form back in minutes.
Turn your book of business into look-alike insurance leads with a free Claude skill.
Hand Claude a prospect's website and a free skill writes your meeting prep doc in minutes.
Add leads to AgencyZoom straight from Claude using a free custom skill, no clicking required.
Upload two policy PDFs and let AI flag the coverage, limit, and premium differences for you.
Connect Claude to Chrome and have it read an ACORD and fill your carrier portals for you, even several at once.
Install a free skill and ask Claude about your AgencyZoom leads, policies and renewals, or add leads and notes by typing a sentence.
Hand Claude a spreadsheet of certificate holders and get one finished ACORD 25 back per holder, in minutes.
Pre-fill a carrier supplemental from an ACORD 125 in about five minutes with a free Claude skill.
Claude Cowork has a browser built in. Hand it a policy document and a portal link and watch it fill the submission.
Record a skill once in Claude Cowork and Claude clicks and types through your desktop software for you.
Is client PII safe in Claude? SOC 2, the training setting, and Section H of Anthropic's DPA, explained for agents.
Install FreeBird and Claude runs HawkSoft for you: prospects, ACORD forms, renewals and drivers, with your yes on every change.
Install FreeBird in a few minutes: download, approve your PC, save the skill in Claude, and pull your first HawkSoft renewal report.
Type one sentence into Claude and FreeBird fills, attaches and saves an ACORD 125 in HawkSoft in under 3 minutes.
Upload a .skill file in a few clicks, then run it just by asking Claude in plain English.
Start on $20, upgrade when you keep waiting on resets, and use Teams once staff are involved.
Skills are recipes with the ingredients in the box. How to make one, run it, share it, and update it.
WhereToBegin.ai turns Claude or ChatGPT into a real coworker for your agency. No code, no jargon, 30-day money-back guarantee.
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