For insurance agents, brokers & claims adjusters

Turn your AI app into an insurance powerhouse — in under 5 minutes.

200 professionally-built insurance workflows for your AI app. 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

🔒 InsuranceTasksAI does not receive your document content. Your chosen AI provider may process prompts and files under your account and privacy settings.

From signup to a useful first file

Choose one outcome, connect the AI app you already use, and create a draft you can review.

1
No card required

Get your free credits

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

2
After signup

Choose your AI app

Use Claude Desktop, Cursor, Codex, or Windsurf. The next page shows the tested setup path for your selection.

3
One primary action

Copy the setup prompt

Copy one setup prompt into Codex, Cursor, or Windsurf. Claude Desktop uses one copy-and-paste Terminal command.

4
Use a real task

Create your first file

Use the first-task prompt, answer the requested questions, and review the structured local draft before using it.

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 create your first useful file?

Start with one real task, review the result, and decide whether the workflow earns a place in your process.

Join the Waitlist — Free

5 free credits · No credit card · Choose your AI app after signup