Free Tools & Guides

Agency Self-Assessment Scorecard

Rate your agency across 6 operational areas, from data organization to marketing automation. Get a personalized recommendation for where to start and 4 quick wins to implement this week.

• 10 minutes to complete
• Personalized phase recommendation
• Instant results, no waiting

Insurance Agency ROI Calculator Worksheet

Calculate the real cost of manual processes and the ROI of automation. Plug in your numbers, compare the before and after, and build a business case your team will get behind.

The Agency Owner's Guide to AI Implementation

A step-by-step playbook for rolling out AI in your agency without disrupting operations. Covers change management, quick wins, team training, and a realistic 90-day timeline.

AMS Integration Compatibility Matrix

See which AI tools and automations are compatible with your AMS. Covers HawkSoft, Applied Epic, AgencyBloc, AMS360, QQCatalyst, EZLynx, and more, with a priority matrix for maximum ROI.

Brand Voice Template for AI

AI-generated content sounds generic because it doesn't know your voice. This framework helps you document your agency's tone, vocabulary, and personality so every AI output sounds like you, not a robot.

10-Step AI Prompt Guide for Insurance Agents

10 copy-and-paste AI prompts designed for insurance agencies. Each includes a template, example output, and customization tips. Agencies report saving 5-10 hours per week.