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Give the whole agency one Claude team plan for procedures, meeting notes, document comparisons and onboarding guides

who Kimberly Fox, commercial operations leader at O'Connor Insurance in North Carolina, in a Big "I" agency AI survey

What it does

Claude writes and improves processes and procedures, summarizes and analyzes meeting notes, reviews, analyzes and compares documents and contracts, drafts emails, checklists, summaries and internal guides, builds onboarding plans and training checklists, and creates documents, spreadsheets and slides. Team members build Claude artifacts and share them with each other.

Tool cost

Claude: from $17/mo (checked prices)

Setup

Easy · or we do it from $149/mo

Tools

Claude

OperationsProfessional Services

The problem

The agency wanted one AI tool versatile enough for everyone's work, from procedures to document review, rather than a different tool for each job.

What happened

The agency scored several AI tools against a list of criteria before picking Claude, then rolled it out in stages: two testers, then the leadership team, then everyone. Fox says the shareable artifacts worked better than expected. The surprise was hitting the Team plan's usage limits mid-task.

Source: IndependentAgent.com (Big "I" agency AI survey): One AI Tool, Endless Possibilities: How O'Connor Insurance Scaled Adoption Agency-Wide (2026-07-07) · Added 2026-10-18.

How to set it up yourself

  1. List the jobs you want AI for (procedures, meeting notes, document comparisons, training checklists) and the output formats you need, such as Word documents or spreadsheets.
  2. Run the same few tasks through two or three AI tools and score the results against that list, as O'Connor did.
  3. Let two people test first, then leadership, then the whole team, and share a few real examples of how you use it at each step.
  4. Turn one messy procedure into a step-by-step guide and a new-hire checklist with the prompt below.
  5. Check the plan's usage limits before your heaviest users hit them.

Copy-paste prompt

You help {AGENCY NAME}, an independent insurance agency, write internal procedures. Here are my rough notes on how we handle {TASK, e.g. certificate of insurance requests}: """{NOTES}"""
Turn this into a step-by-step procedure that says who does each step, which system it happens in, what "done" looks like and the common mistakes to avoid. Then make a one-page checklist version for new hires. Mark anything my notes do not answer as [ASK]. Do not add coverage or carrier rules I have not given you.
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Tools used

Claude

AI assistant for writing, long documents, analysis and coding help.

From $17/mo billed annually ($20 monthly) (checked 2026-10-15)

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Some tool links may be affiliate links. Disclosure

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

Rather not do it yourself?

We'll set this up in your tools, in your voice, tested. $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. Terms. We reply within 1 business day.

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