Train your agents, account managers, and support staff to use Claude Cowork for client communication, policy work, renewals, and documentation - so they can handle more business with the same team.
Insurance is a relationship and documentation business. Agents who communicate more frequently, more clearly, and more helpfully retain more clients and write more policies. Claude Cowork handles the drafting - policy comparison summaries, renewal outreach, claims correspondence, and coverage explanations - so your team can focus on the relationships.
Trained by Evan Weber
25-year digital marketing veteran, founder of Experience Advertising, and daily Claude Cowork power user. Evan trains your team live on screen share using your actual workflows, not slides or theory.
Real workflows built in real sessions, not theory, not slides.
Feed Claude the key coverage details, premiums, and exclusions from competing policies. Get a clear, client-ready comparison document that makes your recommendation obvious and easy to understand.
Build personalized renewal communication sequences - initial outreach, follow-up, and close - that your team can launch for every policy renewal without starting from scratch each time.
Claude Cowork can draft clear, empathetic claims status updates, denial explanations, and appeals correspondence - communications your clients need to understand and trust.
Turn complex policy language into clear, plain-English coverage explanation documents your clients can actually read - reducing confusion, questions, and E&O exposure.
Describe a prospect's situation and risk profile. Claude drafts a structured coverage recommendation memo - recommended policies, rationale, alternatives, and pricing context.
Draft standard disclosure documents, carrier correspondence, and regulatory filing summaries faster. Claude handles the structure; your compliance team reviews and signs off.
Tell our AI a bit about your team and get a tailored list of insurance use cases in 30 seconds. Free, no commitment, instant.
In your first session, we'll build your renewal communication workflow using a sample of your current book. Your agents will leave able to generate personalized, professional renewal letters for every client in minutes - not hours.
Two published sessions, both live on screen share with Evan Weber. Pick the length that matches how much work you want to cover.
$300 USD
Standard offer: 1 to 4 people
Best for one priority workflow. Bring a single task, approved sample inputs, and a clear idea of what a useful result looks like.
$1,000 USD
Standard offer: up to 8 people
Room for several workflows or more practice with each one. The time is shared across the group, so agree on priorities before booking.
Software subscriptions and usage costs are separate from the session fee.
You're welcome to record the session with agreed permissions, and you own that recording. Confirm any trainer-provided recording, follow-up materials or support before booking.
Larger groups, implementation work, or software development are handled as a custom quote: request a team workshop quote or discuss a development project.