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.
Claude Cowork has a browser built in. Hand it a policy document and a portal link and watch it fill the submission.
WhereToBegin.ai turns Claude or ChatGPT into a real coworker for your agency. No code, no jargon, 30-day money-back guarantee.
Put AI to Work in My Agency →