Free workbook, PDF
The Agency Hours Audit: find 10 staff hours a week in your agency
Before you buy any AI, find out where your service team’s week actually goes. This is the same method we use in the first day of a sprint, written so your ops lead can run it without us.
What is inside
Count certificates, renewals, submissions, endorsements, claims notices and billing questions, with minutes each. Your team fills it in five days.
Rank each workflow on volume, minutes per item, how clear the rules are, how consistent the documents are and the E&O risk.
Where your data goes, how the agent reaches your management system, what it logs and who signs off before anything leaves the agency.
Pick one workflow, prove the hours on real requests and decide with numbers rather than a demo.
Redaction, access, retention and the data processing terms to ask for, including UK and EU GDPR.
Read next
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- AI for independent insurance agencies in 2026: where the staff hours really areMost agencies now use some AI, usually for marketing copy. The bigger payoff sits in service and renewal work that CSRs and account managers do every day. Here is where to look and how to count it.
- A principal's checklist for AI renewal and coverage comparisonCoverage comparison is where AI saves account managers real hours and where a missed change does the most damage. This checklist covers what to feed the agent, what it must extract, and who signs off.