Your staff is already using AI. Give them rules.

• A morning list of what's due for renewal, what's missing and which quotes to chase.
• Certificate requests pulled out of email and filled into a field sheet. A licensed person checks and issues every one.
• Renewal and payment reminders in English and Spanish.
• We check it works with your agency system on the free call. You don't switch software.

• Industry groups like the Big I recommend agencies adopt an AI use policy.
• One wrong limit on a certificate is an E&O problem. AI sorts and labels here, a person makes the call.
• One local person sets it up with you and picks up the phone. Not a help line.

A short written rulebook for your staff. Every AI tool and every kind of data gets a color:

• Green: fine to use, like a generic email or a social post.
• Yellow: ask first, like a client letter with the names taken out.
• Red: never, like Social Security numbers, bank info or driver's license numbers in a free chatbot.

$249 One-time. Written for your office in English and Spanish, plus a 30-minute walkthrough with your staff. If you start a setup sprint within 60 days, the $249 comes off it.