Which AI should your agency use?

The best AI for insurance agents depends on the job: a general assistant, the AI inside your AMS, a point tool, or a desk that does the work. Here is how to pick.

ChatGPT for insurance agents, set up the right way: which plan, what to tell it, six agency jobs with copyable prompts, and what never goes in the box.

Claude AI for insurance agencies: which plan, how Projects, long PDFs, Skills and Cowork fit agency work, with prompts for policies, loss runs and renewals.

ChatGPT vs Claude for insurance: how they compare on agency jobs, plans and data terms, and a one-week bake-off that tells you which one fits your desk.

Microsoft Copilot for insurance agents: free Copilot Chat vs paid Microsoft 365 Copilot, what each does in Outlook, Teams and Excel, and what to fix first.

ChatGPT prompts for insurance agents: 31 copyable prompts for service, sales, life, marketing, renewals and ops, plus the five-part shape behind every good one.