
Your team is already using AI. The question is whether they're using it safely.
The Agency Team License gives up to 10 people at your agency the same renewal system and AI tools I built over 20+ years in commercial P&C, plus the policy that keeps client data out of ChatGPT.
What's inside:
• Safe AI Use Policy (editable Word template with team sign-off page)
• The Unbothered Renewal Playbook: the 120-day renewal workflow
• The Unbothered Renewal Tracker: 300-row Excel tracker with days-out, phase and next-action formulas
• The Unbothered AI Prompt Pack: 25 prompts for client emails, submissions and quote comparisons, no client data needed
• Team License & 30-Day Rollout Guide: week-by-week plan to get your whole team using it
This is for you if:
• You own or manage a P&C agency or service team
• Your account managers are drowning in renewals
• You want AI to save time without creating an E&O problem
Licensed for up to 10 people at one agency. Instant download.
Built by Sonya M. Gaston, CISR, ACSR.