Course
AI for Independent Insurance Agents
Carrier quotes, renewals, coverage summaries and claim letters you can defend.
Start with
- AI at Work: FoundationsStart from zero and finish with three things you can actually use.
Who this is for
Independent agents, agency owners and account managers in property, casualty and life. Every example follows Ramy, a founded an independent agency in Orange County writing personal and commercial property and casualty through several carriers, plus life.
You will be able to
- Compare three carrier quotes into one table the client understands, with the gaps flagged
- Run the renewal cycle: the list, the outreach, the re-market decision
- Write a coverage summary in plain English from the declarations page
- Guide a client through a claim with a letter that helps without promising an outcome
- Find the life and umbrella conversations hiding in the property book
- Keep the agency's carriers, appetite guide and compliance rules in one Project
Stops
- The compliance and privacy lineThe three buckets every draft falls into, what gets stripped before an upload, and the Agency Project that holds the rules. Read once
- Three quotes, one tableThree carrier quote PDFs into one comparison a client can read, with the coverage gaps flagged and every line queued for the form check. Daily
- The renewal cycleThe sixty day export sorted by risk of leaving, outreach that matches the risk, a written re-market rule, and the notes back in the system the same day. Weekly
- The coverage summaryA declarations page turned into one page a client can read, written so it explains the policy without standing in for it. Daily
- Claims guidance without a promiseThe letter that tells a client what happens next, what to gather and who decides, and never says whether the loss will be paid. Daily
- Cross-selling from the bookThe book export read for the umbrella and life conversations already sitting in it, each with the reason and an opener that survives review. Weekly
- Marketing that survives reviewNewsletter, social post and referral ask in the agency's voice, written so nothing in them is a coverage claim, plus the one-pager built in Claude Design. Weekly
- Ramy's weekThree routines on a schedule, Dispatch from a client's office, and one renewal run end to end from the list to a bound policy. Weekly
Written for Claude. The ideas transfer to ChatGPT and Gemini; the menu paths don't. Current as of September 2026; where a feature may change we link to support.claude.com.
Claude helped Dasow draft and structure every course. A human at Dasow reviewed every stop.