Your kit
Everything in your Insurance Broker AI kit
14SkillsPolicy risk cost reviewer, Policy explanation assistant, Policy customization assistant, Client risk assessment assistant, Insurance policy analysis assistant and more
Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.27PromptsClient Risk And Needs, Comparing Policies And Quotes, Client Emails And Explanations, Renewals And Retention, Proposals And Recommendations and more
Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.12AI agentsInsurance Renewal Data Refresh Agent, Policy Document Discrepancy Agent, Insurance Certificate Evidence Agent, Insurance Exposure Unit Reconciliation Agent, Insurance Client Schedule Consistency Agent and more
An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.12Connections (MCP servers)Box MCP server, OfficeAgent MCP server, GigaMail MCP server, SignWell MCP server, Outlook Attachment Reader MCP server and more
A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.16AI appsData Extraction, Kudra, Docsumo, Document AI by Playmaker, Document collection by Superdash and more
The AI apps worth your time in this job, so you don't have to test dozens yourself.10Apps to buildPolicy change tracking tool, Policy comparison workspace, Insurance exposure change diary, Broker renewal preparation, Client risk questionnaire assistant and more
Small tools for your job that your AI builds for you with our step-by-step instructions. No code.12Grok BotsHarvey Specter, Contract Risk Reviewer, Vendor Proposal Comparator, Deal Room Risk Analyst, Client Health Dashboard and more
Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.10Tailored learning pathAI for Insurance Brokers (Prompt Course), CRAFT Prompt Framework: Context, Role, Action, Format, Tone, ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast, Microsoft Copilot AI, Full Course For Beginners, Microsoft Copilot in Outlook & Teams and more
Video courses in the right order for your job. Each ends with a short check and a certificate you can add to LinkedIn.✓AI Coach and updates IncludedYour daily brief for insurance brokers, new ideas, and everything in your kit kept up to date
A live link between your AI and Complete AI Training: your daily brief, new ideas and lessons in the chat. And every skill, agent, app, prompt and MCP server in your kit kept up to date for you.And everything else
Full access to our whole library
500+AI kits for every job
6,000+skills
60,000+prompts
4,000+AI agents
4,000+MCP servers
9,000+AI apps
2,000+apps to build
1,800+Grok Bots
700+courses with certifications
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