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Build a manager's dashboard of non-renewals, cancellations and lapses with Claude, and use an insurance AI for certificate research and proposals

who Evan Silverio, CEO of Silverio Insurance Agency in Massachusetts, in a Big "I" agency AI survey

The problem

Service managers had no easy way to see where potential non-renewals, cancellations, lapses and suspenses were piling up, so they couldn't tell where the service team needed help.

What happened

Silverio calls Claude amazing at talking through what he wants and then possibly building it, but says many things still need so much oversight and guidance that they don't yet make sense to implement. No time or dollar figures were given.

Source: IndependentAgent.com (Big "I" agency AI survey): Leveraging AI to Streamline Agency Operations and Support Staff Productivity (2026-10-07) · Added 2026-10-18.

How to set it up yourself

1. Export the lists your managers now check by hand (pending non-renewals, cancellations, lapses, open suspenses) from your agency management system, leaving out client personal details where you can.
2. Describe the dashboard to Claude in plain English: what each manager should see first and what counts as needing help.
3. Have Claude build it as a spreadsheet or a simple artifact with the prompt below, then refresh it from a new export on a set day each week.
4. Keep a licensed person on anything that touches a client's coverage, certificates or proposals.
5. Set aside a full day or two to experiment before you judge it, as Silverio suggests.

Copy-paste prompt

I run service at {AGENCY NAME}, an independent insurance agency. Here is an export from our management system with these columns: {COLUMNS, e.g. account manager, policy type, status (non-renewal, cancellation, lapse, suspense), due date}. """{EXPORT}"""
Build a one-page manager's dashboard: counts by account manager and status, everything due in the next 7 days at the top, and a flag on any account manager with more than {N} open items. Explain how to refresh it next week from a new export. Do not guess at missing data; list what you need.

Tools used

Some tool links may be affiliate links. Disclosure

Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-15)

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