Guides
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Can ChatGPT draft an endorsement request?
What a general AI chat assistant does well and badly when it turns a client change email into a carrier request, and when a single-task tool fits better.
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Endorsement requests: by hand or software?
Weigh typing carrier change requests by hand, from a template or with software: where mistakes creep in, what each costs in time, and when by hand is fine.
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How to add a vehicle to a commercial auto policy
What a carrier needs to add a vehicle mid-term: the details to collect from the client, how to word the endorsement request, and the mistakes that bounce it.
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How to check a VIN before sending an endorsement
A plain explanation of the VIN check digit, with a worked example, so you can catch a mistyped VIN in a client's email before it reaches the carrier.
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Mid-term workers comp payroll change request
How to handle a client's mid-term payroll change on a workers comp policy: total or increase, class codes, effective date, and what to ask the carrier.
Send the request, not the retyping.
Sign in, upload the client's email and the declarations page, download the field sheet and the carrier email.