← All use cases · Law, accounting & agencies
Roll out an AI tool for policy checking and client emails at an independent insurance agency with a focus group and a bonus for suggestions
Traci Taylor, COO of Shafer Insurance Agency, an independent agency in Knoxville, Tennessee, in the Big "I" agency AI series
The agency picked an AI tool called Cara for policy comparison, policy checking, and emails and client communications. Staff also use it to write, summarize and brainstorm content, pull and review information from documents, and help with marketing and prospecting. To get the team using it, the agency formed an internal AI focus group, built AI use into its bonus program, ran weekly lunch-and-learns and vendor training, sent a welcome email, and ran a two-week trial with a special bonus for employees who tried the tool and offered at least one suggestion for improving efficiency.
Medium · or we set it up for $197
Cara
The problem
The agency wanted AI to help with policy comparison, policy checking and client email, but two earlier attempts with other products had failed, and new tools only pay off if the team actually uses them.
What happened
It took 1.5 years from first idea to decision, 30 days to implement, and daily use started immediately. The agency hasn't formally measured success yet; it says the biggest benefit so far is employees' satisfaction with the time it saves. Taylor's advice: research products carefully because many make big promises, and start with a focused approach. Self-reported in a trade-association survey.
Quoted in the source: Traci Taylor, COO, Shafer Insurance Agency. Source: Big "I": Process Improvement for the Win: How Shafer Insurance Agency Built Team Adoption Around AI (2026-11-03) · Added 2026-11-04.
How to set it up yourself
- What Shafer Insurance does: one AI tool handles policy comparison, policy checking and client email drafts, and the rollout is run like a team project with a focus group, training and a bonus.
- Pick two or three jobs to start with (for example policy checking and client emails) and trial tools against those jobs only, since this agency went through two products before one stuck.
- Form a small AI focus group of staff who will test it first and report back.
- Run a two-week trial for everyone with a small bonus for each person who uses it and suggests one way it could save time, plus a weekly lunch-and-learn.
- Write down what you'll measure (time per policy check, email turnaround) before you start, so you can tell whether it's working.
Copy-paste prompt
Compare these two insurance policies for {CLIENT TYPE}: {POLICY A TEXT} and {POLICY B TEXT}. Make a table of coverages, limits, deductibles and exclusions that differ, with the page or section for each. Then draft a short, plain-English email to the client explaining the three most important differences. Flag anything you're unsure about for an agent to check instead of guessing.We set up one AI automation in your tools, live within 48 hours of getting access, for $197. No call needed. Founding price for our first 10 customers (regular $297).
One short email a day: 3 new AI use cases from real small businesses, each with its source and setup steps, plus a Tool of the Day. Free, no spam, unsubscribe anytime.
Rather not do it yourself?
The $197 Quick-Win: we set up one AI automation that saves you hours each week, in accounts you own, live within 48 hours of getting access. No call needed. Refund if it isn't live in 48 hours or isn't doing its job in the first 14 days. Founding price for our first 10 customers (regular $297). Terms.
See the $197 Quick-WinNeed more than one automation or ongoing care? Bigger setups: $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. We reply within 1 business day.
Related for Law, accounting & agencies
Have Claude review every intake decision so declined leads get a second look
A Claude project with the firm's screening criteria reviews each intake decision and rates the call.
ClaudeSASmart AdvocateRun a solo bookkeeping practice with a ChatGPT calendar agent, research agents and an AI policy
A ChatGPT agent reviews her Outlook calendar each morning and reports gaps; Perplexity's Comet browser does research and data extraction;…
ChatGPT
Perplexity
GammaUse AI to build the firm's workflows and reusable prompts, not to handle client data
Hannafin uses AI mainly to build workflows and automations rather than to touch client data; Brian Davis of One Stop CPA, in the same art…
ChatGPTClaude
Microsoft CopilotRunning something like this in your business? Submit your use case and we'll credit you with a link.
Get 3 new AI use cases every morning
One email every morning: 3 new AI use cases from real small businesses, each linked to its source, plus a Tool of the Day. Free. No spam, unsubscribe anytime. Privacy
Rather have one set up for you? The $197 Quick-Win.