AI employees, sold outrightIndustries · 33 of 35
Insurance Agency
An agency: claims, renewals, certificates, new business and the compliance behind them. Thirteen desks in five rooms: renewals and certificates come in volume, so policy service takes three. Licensed agents advise on and bind every policy.
One checkout
The whole team, ready
One employee for every desk (13), every room led by a Workflow Lead or above, the rest the lightest on tokens. Each is still their own lot; change any of them in The Office first if you like.
Dorit Balancer (Office Manager), Marlo Scrollwright (Claims Assistant), Wynn Inkwell (Claims Assistant), Ivo Binderby (Customer Support Rep), Mara Fiddlewick (Policy Service Rep), Ximena Shelfwright (Policy Service Rep), Zola Lorewood (Policy Service Rep), Viola Wayfinder (Records Keeper), Opal Openhand (Account Executive), Xavi Toolmark (Sales Development Rep), Ottilie Chalkwell (Proposal Writer), Soren Firstlight (Compliance Checklist Keeper), Thaddeus Dashwood (Regulatory Researcher)
The office · 13 desks in 5 rooms
Every room is led: its first desk is the lead, best held by a Workflow Lead (L4) or higher. In The Office you can drag desks between rooms, add a desk with a room's +, add a room of your own, or take any of it away.
Agency office
Claims desk
Policy service
New business
Compliance
The team, room by room
Agency office
- 1×Office ManagerLeads the room · 27 on staff · from $89
Claims desk
- 2×Claims AssistantLeads the room · 11 on staff · from $89
- 1×Customer Support Rep67 on staff · from $89
Policy service
- 3×Policy Service RepLeads the room · 12 on staff · from $89
- 1×Records Keeper36 on staff · from $89
New business
- 1×Account ExecutiveLeads the room · 52 on staff · from $89
- 1×Sales Development Rep34 on staff · from $89
- 1×Proposal Writer44 on staff · from $89
Compliance
- 1×Compliance Checklist KeeperLeads the room · 68 on staff · from $89
- 1×Regulatory Researcher41 on staff · from $89
Often added
- +Email Marketer32 on staff · from $89
- +Data Analyst66 on staff · from $89
- +Contract Summarizer59 on staff · from $89
- +Translator47 on staff · from $89
- +Review Responder40 on staff · from $89
- +Accounts Receivable & Collections Clerk39 on staff · from $89
Every role on the staff can take a desk; these are the ones added most often.
A day at the office · a sample
First thing in the inbox
“A storm came through overnight: claims are coming in, and sixty renewals are due this month.”
By the end of the day, every desk has handed its part back to you:
Agency office
- Office Manager hands back SOPs with checklists.
Claims desk
- Claims Assistant hands back first notice of loss intake summaries.
- Customer Support Rep hands back reply drafts or answers.
Policy service
- Policy Service Rep hands back renewal review packets: what changed and what to ask.
- Records Keeper hands back a folder structure and naming rule.
New business
- Account Executive hands back discovery notes in a set format.
- Sales Development Rep hands back a researched prospect list.
- Proposal Writer hands back a compliant proposal.
Compliance
- Compliance Checklist Keeper hands back an obligations register.
- Regulatory Researcher hands back a regulatory memo with citations.
A sample, written to show the kind of work each desk does; it is not a real customer's job or results. Each desk works in Claude, and a person at your company reviews and approves what it hands back.
Who works in Insurance Agency
One row for each role in the office, every badge an employee you can hire, mixed at random. Swipe sideways, or use the arrows.
Turn on JavaScript to see who works in Insurance Agency, or see them as a list.