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★ For insurance agents ★

How do you submit to carrier portals with Claude?

Short answerTo submit to carrier portals with Claude, connect Claude to Google Chrome using the Claude for Chrome extension, then give Claude a portal link and an ACORD form and ask it to submit using that information. Claude reads the form, takes screenshots of the portal to find every field, and fills the submission for you. It can control several Chrome tabs at once and fill multiple carrier portals in parallel. In the demo, Claude filled multiple portals in about four and a half minutes.

What you'll learn

How to submit to a carrier portal with Claude, step by step

  1. Switch to Google Chrome. Claude controls the browser through Chrome. If you use Microsoft Edge, Safari, or Firefox, switch to Google Chrome first, because the connection only works there.
  2. Add the Claude for Chrome extension. Search for the Claude for Chrome extension, click the blue Add to Chrome button, then click Add extension. You will see the Claude icon appear in Chrome.
  3. Log in with the same Claude account. Sign into the extension with the same email address you use in Claude Cowork, then click Authorize. To check which email you use, click your initials in the bottom left of the desktop app.
  4. Connect Chrome inside Cowork. In the Claude desktop app, click the toolbox (Customize) icon, choose Connect your apps, search for Google Chrome, click the plus icon, then click Install in the top right.
  5. Test the connection. Start a new chat and try a simple task like open google.com and type a short phrase using the Chrome connection. When Claude asks permission to use Chrome, approve it. You can allow that one site or allow all browser actions.
  6. Give Claude the portal link and the ACORD. Paste the carrier portal URL and point Claude at your ACORD, then ask it to submit to that portal using the information in the ACORD. Claude screenshots the portal to map the fields and fills them in.
  7. Add more portals and run them in parallel. Give Claude additional portal links and add the phrase in parallel. Claude launches a separate agent per portal and fills them side by side at the same time.
  8. Step in when Claude asks. If a required field is missing, such as a phone number that is not on the ACORD, Claude stops and asks how to handle it. Give it the value, or tell it to leave that portal unsubmitted, then submit it yourself.

What submitting to carrier portals with Claude looks like

The task is simple to describe: Claude reads an ACORD 140, takes the client information off it, and enters that information into a submission on a carrier portal. In the walkthrough Ben used mock carrier portals he built for the demo, and the whole job took about four and a half minutes.

This runs inside Cowork in the Claude desktop app, with Claude controlling Chrome. On the right you can watch it take screenshots of the portal to figure out exactly what fields exist and what they are named, so it knows what to fill. You can even see the little orange cursor on screen, which is Claude moving its own mouse and clicking through the form.

Filling multiple carrier portals in parallel

Doing one portal is useful, but the part that surprises agents is doing several at once. Ben gave Claude a second and a third mock portal link and added the phrase in parallel, which tells Claude to work on them side by side.

Claude kicked off two agents, which are basically mini Claudes that each go and do a task for you. One filled the Meridian Mutual portal while another filled the Summit portal, both scrolling, screenshotting, and reading the fields on their own. Within a few minutes each portal showed the same sample client, John Smith, with the address, transaction type, agent and broker name, and details like the security company, sprinkler system, and roofing year all entered automatically from the ACORD.

Connecting Claude to Chrome

The setup is a one-time job. First add the Claude for Chrome extension from the Chrome Web Store, using Google Chrome rather than Edge, Safari, or Firefox. Log into the extension with the same Claude account you use in Cowork, then click Authorize so Claude and Chrome are linked.

Next, back in the Claude desktop app, open Customize, choose Connect your apps, search for Google Chrome, click the plus, and click Install. To test it, start a new chat and ask Claude to open a page and type something using the Chrome connection. Claude will ask permission before touching any website, so it cannot go rogue and visit a site without your approval. If a step does not work on the first try, just tell Claude it did not work and to try again, and it will sort it out.

Where a human stays in the loop, and the one limit

Claude keeps you in control on anything it is unsure about. When a portal required a phone number that was not on the ACORD, it stopped and asked whether to use a placeholder, take a number from Ben, or leave that portal and stop. Ben told it to leave it, and Claude submitted the portals it could and reported the one it left blocked, ready for a human to finish.

There is one limit worth knowing today. Claude can do just about anything a person can do in Chrome, including going to different websites and entering information, but it cannot yet attach documents inside the browser, because clicking attach a file opens your computer rather than Chrome. Beyond that, the same Chrome control works far past insurance. Ben uses it to hunt for deals on Facebook Marketplace and to order things on Amazon, so once it is set up you can point it at almost any website you use.

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Keep going

Claude for insurance agents (start here) →Fill out ACORD forms with Claude →Find insurance leads with Claude →

Frequently asked questions

Do I need to be technical to do this?
No. After a one-time setup, you paste a portal link, point Claude at your ACORD, and ask it to submit. Claude reads the form and fills the portal. The page is written for non-technical insurance agents.
Which browser do I need?
Google Chrome. Claude controls the browser through the Claude for Chrome extension, so if you use Microsoft Edge, Safari, or Firefox you need to switch to Chrome first.
Can Claude really fill more than one carrier portal at once?
Yes. Give Claude several portal links and add the phrase in parallel. It launches a separate agent for each portal and fills them side by side at the same time. In the demo it handled multiple portals in about four and a half minutes.
What happens if the portal needs information that is not on the ACORD?
Claude stops and asks you. When a portal required a phone number that was missing, it offered to use a placeholder, take a number from you, or leave that portal unsubmitted. You decide, and it submits the rest.
Can Claude attach documents in the carrier portal?
Not yet. Claude can enter information and move between websites in Chrome, but clicking attach a file opens your computer instead of the browser, so document uploads are the one thing it cannot do inside Chrome today.
Is it safe to let Claude control my browser?
Claude asks permission before it acts on any website, so it cannot visit a site or take an action without your approval. You can allow a single site or allow all browser actions once you are comfortable. Always review a submission before it is sent.