For insurance agents, brokers & claims adjusters

Turn Claude into an insurance powerhouse — in under 5 minutes.

200 professionally-built insurance workflows for Claude. Coverage summaries, claim narratives, client proposals, follow-up letters, and compliance documentation — precision-built for how you actually work your book.

5 free credits on signup  ·  Credits never expire  ·  No subscription

🔒 Your data stays on your machine. We never see your clients, documents, or details.

Up and running in under 5 minutes

No technical setup. No prompt engineering. Just real professional output from step one.

1
30 seconds

Get your free credits

Enter your email and get your license key instantly. 5 credits, no credit card required.

2
1 minute

Download the free AI app

Get Claude Desktop from Anthropic — it's free. This is the AI your tasks run inside.

3
1 minute

Run our installer

Double-click the installer, paste your license key, and it configures everything automatically. Done.

4
Instant

Run your first task

Type what you need. InsuranceTasksAI finds the right task automatically and delivers professional output.

Built for Insurance agents

Every task built for policies, claims, and client relationships.

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Policy Documentation & Summaries

Purpose-built tasks covering policy documentation & summaries for Insurance agents.

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Claims Administration

Purpose-built tasks covering claims administration for Insurance agents.

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Client Communications

Purpose-built tasks covering client communications for Insurance agents.

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Renewal & Retention

Purpose-built tasks covering renewal & retention for Insurance agents.

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Compliance & Regulatory Documentation

Purpose-built tasks covering compliance & regulatory documentation for Insurance agents.

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Underwriting Administration

Purpose-built tasks covering underwriting administration for Insurance agents.

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Agency Operations

Purpose-built tasks covering agency operations for Insurance agents.

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Business Development

Purpose-built tasks covering business development for Insurance agents.

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InsuranceTasksAI is coming soon

We're putting the finishing touches on InsuranceTasksAI. Join the waitlist and be first to know when it launches — you'll get early access and a free trial.

Join the Waitlist →

Ready to get started?

Join professionals who've stopped wrestling with generic AI and started getting work done.

Join the Waitlist — Free

5 free credits · No credit card · Works in 5 minutes