How to use these essays
These essays are the opinionated half of the site. A guide answers a question. An essay argues a position from the same engagements, and it says when a result comes from one agency rather than from an industry average. Nothing here is a substitute for the price, the policy, or the sequence, which live in the guides.
The headings below match the guides, so you can move from a position to the practical page beside it. Cost and planning connects the Foundation fee and the Partner retainer to the essay on what follows the Foundation. Governance and data connects the policy and the client-data rules to the essay on what changes for account managers and producers. Workflows connects the five jobs agencies build first, and why insurance work fits this shape, to the method for choosing your own list.
Read an essay when you want the argument. Open the matching guide when you want the steps, the price, or the policy.
Cost and planning
Governance and data
- Will AI replace account managers and producers?
- What belongs in an agency AI governance policy
- Client data, HIPAA and PII
- AI governance policy template
Workflows
The five use cases every insurance agency builds in week one
Carrier quote comparisons, benefit booklets, census-to-bill reconciliation, open enrollment campaigns, and compliance notices, with the real before-and-after times from our client engagements.
Read the essay EssayWhy insurance is the right wedge for AI enablement
A heavily-trained, commission-driven industry with mandatory continuing education and template-heavy workflows. Why AI adoption compounds faster in insurance than anywhere else, and why we go deep before we go wide.
Read the essay FrameworkThe Foundation is where it starts. Here is what we build on it.
Discovery, governance, build, deploy, sustain. What actually comes after the Foundation: the retainer, CRM and AMS integrations, and transformation, only as far as it makes sense, and you own everything either way.
Read the essay EssayWill AI replace account managers and producers?
The question every team has on day one and most of them do not ask out loud. What happened to the recovered hours in real engagements, which part of the job is actually changing, and what we tell teams before we start.
Read the essayLooking for straight answers on cost, grants, governance, or CE credit instead? Those are in the guides. The same policy, data rules, and workflow library are available in the AI connector, which does not require a sign-in.