Your entire team, powered by AI.
We set up Claude for your entire team, connect the tools you already use, and build custom skills for how your team actually works.
What is a Claude organization account?
Right now, your team probably has a ChatGPT subscription that they can chat with. What they can't do is get it to touch your teal systems or follow how your agency actually works. That gap is where the value sits, and it's what we can close for you.
Think of it as Claude set up for your entire agency, rather than for one person's chat window. Everyone on the team works under one roof, with shared projects, the same approved tools connected, and custom skills built for how your agency runs. You get admin controls over who has access, what they can touch, and how your data is handled, so it's secure and consistent across every desk.
In practice, that means Claude isn't just answering questions. It's connected to your email, calendar, CRM, and the tools you already pay for, and it's loaded with skills that do real agency work: comparing two policies side by side, drafting a renewal or cancellation letter, building a proposal, writing the social post, responding to a Google review, and dozens more. Your CSRs, producers, and account managers all pull from the same setup, so the whole team works faster off one playbook instead of everyone figuring out AI on their own.
Claude Built for your Agency
What's included:
- Full Claude org setup for the whole team: user provisioning, project structure, settings, and governance configured so you start organized.
- Every tool with an available integration connected: email, calendar, Drive, Slack, Canva, CRM, and more.
- Two custom skills, built and tested for your agency's voice and workflow, picked from the menu below. Add more later, priced per skill.
- One group training for the team, plus a 1-on-1 admin session for your owner or ops lead. The group session is recorded for future hires.
Built at my own agency first
This is the exact setup we run at Hutsenpiller Insurance every day across a 6,500 personal lines policy book. The thing you're buying is the thing we already built for ourselves. You get a working deployment, plain-English documentation, and an account that is organized from day one, not something your team has to duct tape together or reverse engineer.
We connect to any tool that offers an integration: email, calendar, Driver, Slack, Canva, your CRM, and more.
Overview
Agency Type
The Agency Skill Library
What's a skill? A skill is a task you've taught Claude to do your way, the same way every time. Anyone on the team types one request and Claude runs the whole job to your standard, instead of each person writing their own prompt and getting a different result. Think of it like a team member who already knows your process, ready on day one.
This is our growing library of skills built just for insurance agencies. Each one runs on what you already have: your brand, your voice, your own documents, and the everyday connectors like Canva, Drive, and Gmail. None of them need a connection to your agency management system, so there's nothing heavy to set up.
Your build includes 2 skills from the library. Add more anytime, priced per skill, and we add new ones regularly.
Want a skill we haven't built yet? Tell us the job to be done and we'll add it to the library.
Documents & Letters
- Policy comparison: side-by-side of two policies or dec pages with coverages, limits, and gaps in plain English.
- Proposal builder: turns coverage details into a branded client proposal.
- Cancellation & non-renewal letters: compliant, on-brand, fill-in-the-blanks.
- Renewal review letter: drafts the annual review note from the policy summary.
- Welcome & onboarding packet: new-client letter plus a what-to-expect sheet.
- Coverage explainer: rewrites a policy into plain-English coverage.
Marketing & Content
- Facebook ad: hooks, body, and CTA in your voice.
- Facebook post: organic posts and a weekly content batch.
- Brand kit: locks colors, fonts, logo, and voice; pairs with Canva.
- Flyer & one-pager generator: promos through Canva.
- Newsletter & email content: a monthly client email on a theme.
- Blog & education content: SEO-minded coverage articles.
- Google review responder: drafts replies in your tone.
- Review request messages: the ask, sequenced for the right moment.
Sales & Outreach
- Quote follow-up sequence: the nudges that close quotes.
- Cross-sell campaign messages: monoline-to-multiline copy.
- Win-back messages: lapsed or lost-client re-engagement.
- X-date & prospecting outreach: cold and warm touch copy.
- Objection-handling & sales scripts: built from lines that work.
- SOP & process writer: turns "how we do it" into clean docs.
- Training cheat sheets: quick-reference guides per role.
- Job posts & hiring: role descriptions and screening questions.
- Full Claude org setup and governance
- Every available tool connected
- 2 custom skills in your voice
- Group training plus a 1-on-1 admin session
- Live in 2 to 3 weeks
- Full Claude org setup and governance
- Every available tool connected
- 2 custom skills in your voice
- Group training plus a 1-on-1 admin session
- Live in 2 to 3 weeks
- Everything in the Build, sized for a larger team
- We'll scope it together on a quick call
We keep your setup healthy so it keeps paying off long after launch.
- Skills kept working as Claude updates
- We watch your setup and fix anything that breaks
- New-hire onboarding into your setup
- Small tweaks to your existing skills
- Priority help when you need it