AI for Insurance Agencies

1. 1
   Module 1 · ChatGPT · Beginner · ~7 min

   Use AI at Work Without Leaking Client Data using ChatGPT

   Someone in the office pastes a client’s email into ChatGPT to save five minutes. The email has the client’s full name, home address and new bank account numbers in it. Now those details sit in a chat on a personal account that may be used to train the AI.

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2. 2
   Module 2 · ChatGPT · Beginner · ~10 min

   Reply Faster: Claim-Status Emails

   A client with an open auto claim wants a payment date, a rental and a promise about her rate. Give ChatGPT the thread and your agency's facts, catch what it shouldn't promise, and send an honest reply from Gmail.

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3. 3
   Module 3 · ChatGPT · Beginner · ~7 min

   Turn Every Policy Review into Clear Next Steps using ChatGPT

   Turn the transcript of a small-business client's annual policy review into the decisions, an action items table, the questions only the carrier can answer, and a recap email that promises nothing the carrier hasn't confirmed.

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4. 4
   Module 4 · ChatGPT · Beginner · ~10 min

   ChatGPT: Keep Client Data Safe, Set Up Your Team’s Data Controls in 10 Minutes

   A client emails before renewing: "Can you confirm whether our files are ever put into ChatGPT, and what settings you use?" Their insurer now asks every vendor. You need a short written answer, and right now you do not have one.

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5. 5
   Module 5 · Gmail + Gemini · Beginner · ~7 min

   Gemini in Gmail: Summarize a Thread and Draft the Reply

   Catch up on a long email thread in seconds with Summarize this email, ask Gemini what you owe, then write, refine and polish the reply with Help me write.

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6. 6
   Module 6 · Claude · Beginner · ~5 min

   Claude: compare two versions of a document and see what changed

   Paste last year’s and this year’s policy, get a side-by-side table of what changed, catch what Claude gets wrong, and turn it into a note to staff.

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7. 7
   Module 7 · Capsule CRM · Beginner · ~18 min

   Never Lose a Client Follow-up using Capsule CRM

   A business case for a small firm: price what dropped follow-ups cost, then use Capsule CRM to give every enquiry an owner and a next step: add a client, check the pipeline stages, add a deal with a value and close date, set a follow-up task, and read a forecast you can trust.

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8. 8
   Module 8 · Jotform · Intermediate · ~6 min

   Get Every New Client's Details in One Place using Jotform AI

   Describe a client intake form to Jotform AI, fix it with Form Copilot, add a show/hide rule in plain words, and copy the link to send to new clients.

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9. 9
   Module 9 · ElevenLabs Agents · Intermediate · ~9 min

   Coverage FAQ Voice Agent for an Insurance Agency

   Give an insurance agency's after-hours ElevenLabs agent a coverage guide and FAQ, tell it to explain coverage only in general terms, and test it on flood, a claims number and a request to add coverage.

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10. 10
    Module 10 · ElevenLabs Agents · Intermediate · ~11 min

    ElevenLabs: Never Miss an After-Hours Client Call with an AI Receptionist

    A small accounting firm loses new clients to voicemail after 5 PM. Build an AI receptionist in ElevenLabs that answers, knows your hours and services, and takes a clear message for the morning.

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