Founder reference · Demo tray · not indexed
Insurance (P&C) — why teams come back every day
Top 3 daily pains
- Explaining carrier jargon in plain English
- Client emails from dec pages and endorsements
- Lapse/reinstatement outreach before policies cancel
Hero workflow (demo this first)
Dec page in → plain-language explanation → client outreach draft → email
15-minute proof: Upload one-page dec summary → explanation + client email in ~90 seconds.
Daily apps (promote these)
| App | Tier | Why daily |
|---|---|---|
| Policy Explainer | Basic | Coverage highlights & exclusions clients understand |
| Client Outreach Drafting | Standard | Renewal and service emails from policy context |
| Lapse & Reinstatement Outreach | Standard | Save policies before non-pay cancel |
| Lead Scoring | Basic | Prioritize inbound quote requests |
Do not lead with
Beneficiary & Estate Scenarios, Risk Profile Analyzer — campaign/episodic copy ChatGPT can farm; keep in catalog, not in the pitch.
“We already use ChatGPT”
Producers paste dec pages into personal ChatGPT today — no audit trail. EZ4YouTech.com keeps drafts in your tenant workspace; human review before every send.