Full course · commercial lines · intake to signed
The Complete AI Quoting System.
One client email in. Filled ACORDs, six carrier quotes, a proposal and the follow-up out.
1
message to run the whole thing
6
carrier portals, six different layouts
0
real client data. Every client, carrier and portal here is fake
The pipeline · what happens to one submission
Six stations. One message.
1
Intake
Client email + your file notes
→
2
ACORD
125 + 140 filled, not typed
→
3
Portals
Six carriers quoted in Chrome
→
4
Compare
Ranked on coverage, not just price
→
5
Proposal
Branded PDF + client email draft
→
6
Follow-up
Until it's signed
A licensed human still reviews before anything is submitted, sent or bound.
One real agency · commercial lines
20 carriers. 60 hours a week back.
Before
- The founder, one agent and 3 VAs quoting
- The same client typed into every portal
- Quoting ate the week
After
- One AI quoting system
- 60 hours a week saved
- About 1.5 full-time people at 40 hours a week
Same idea you're about to watch, built inside a real agency.
If you watched my last quoting videos
This one runs end to end.
Before
- ACORD forms on their own
- Portals, then stop, then compare
- Ended at the proposal
This course
- A brand-new client
- One message, intake to proposal
- Follow-up until it's signed
What you need
Four things on the desk.
The brainClaude Code
Runs the skills and the files.
The handsClaude in Chrome
Clicks through the carrier portals.
The playbookSkills
ACORD, portals, compare, proposal.
The practice field6 mock portals
Fake carriers, so nothing real gets quoted.
1
Intake to ACORD.
- The client email, as messy as it really is
- Your file notes: what only the agency knows
- ACORD 125 + 140 filled from both
Module 1 · two sources, never one
The client doesn't know their protection class.
From the client
- Business, address, FEIN
- Building, roof, sprinklers, alarm
- Limits, deductible, losses
From your file
- ISO protection class
- Fire district, hydrant, station
- Agency + producer fields
Missing data gets skipped and flagged. Never invented.
Module 1 · the one message
Paste this. Then watch.
Got a new commercial property submission. Client email and my file notes are below.
Fill the ACORD 125 and 140, quote it on all six carrier portals, compare the quotes
and build me the proposal. You have my go-ahead to submit on all six. If a portal
asks for something that isn't in here, skip it, note it, and keep going.
[ client email ]
[ my file notes ]
2
Carrier portals.
- Same client, six different websites
- Logins, codes, wizards, dropdowns that fight back
- A submission number from every one
Module 2 · six portals, six traps
Every carrier builds it differently.
| Carrier (fake) | The catch |
|---|
| Halvorsen Mutual | One long page |
| Ashgrove Specialty | 4-step wizard, Next is locked until each step is done |
| Pelican Bay | Login + MFA code, form opens in a new window, no phone field |
| Ridgeline Indemnity | Real page per step, can't skip ahead |
| Corvid Direct | Agency token, wrong one wipes the whole form |
| Fernhollow Casualty | Class code is a search box, you have to click a real result |
Module 2 · the line it won't cross on its own
Automation up to the consequence.
AI does
- Fills every portal
- Handles the login and the code
- Checks every submission went through
You decide
- Whether it gets submitted
- Without your go-ahead, it stops at Submit
- Binding is always a human
3
Compare.
- Pulls every quote back from every carrier
- Ranks them on what's covered, not just the price
- Flags the gaps a tired CSR misses
Module 3 · why the cheapest quote can lose
Price is one column.
Check 1Sublimits
A water damage cap far under the building limit.
Check 2What's missing
No equipment breakdown on a business full of equipment.
Check 3Strings attached
Rating, inspections, deductibles that don't match the ask.
Real quick
Want this in your agency?
insperaai.com/go
Free call. If it's not a fit, we'll tell you.
4
Proposal.
- Your agency's brand on the cover
- Top 3 options, the full table, every exclusion
- A draft email to the client. Nothing gets sent
Module 4 · what the client actually sees
Built for you, section by section.
- Cover + executive summary
- Top 3 options, side by side
- Every carrier in one comparison table
- Key exclusions per carrier
- Coverages offered and declined (your E&O paper trail)
- Signature block
5
Follow-up until signed.
- A quote nobody chases doesn't get signed
- Day 2, day 5, day 9: email and a text
- Stops the second the client signs
Module 5 · the sequence
Written from the proposal itself.
Day 2Did it land?
The pick in one line, one question, a time to talk.
Day 5The gap
The coverage gap in the cheaper quote, in plain English.
Day 9The deadline
Quotes expire. The effective date doesn't move.
In your agency it lives in the CRM and stops when the signature comes back.
Recap
What a human still does.
AI
- Reads the email
- Fills the ACORDs and the portals
- Compares, writes the proposal and the follow-up
Your licensed people
- Review the quotes
- Give the advice
- Bind the coverage
Rather have it built for your agency?
Your carriers. Your forms. Your follow-up.
insperaai.com/go
Free call. We'll tell you which system goes in first.