For Insurance agent · 8 Grok Bots

An insurance back office that quotes carriers, catches coverage gaps, and holds renewals

8 Grok Bots for an agency: capture every quote request, draft same-day side-by-side carrier quotes, compare coverage, hold renewals, and advocate claims — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Same-day quote and renewal-retention rate·Category: Finance
The problem it targets

Running an agency between appointments — fielding quote requests and coverage questions while re-keying the same client details into three carrier portals, comparing quotes and coverage by hand, drafting proposals and endorsement requests, chasing renewals before they lapse, and shepherding claims through the carrier — so quotes go out late, renewals slip, coverage gaps get missed, and claims stall because there is no time to sit down and work the book.

What you get

From day one

1

Every quote request and coverage question logged the moment it lands, in the client's own words, and triaged new business versus service versus claim — so nothing is lost between appointments.

2

Same-day side-by-side carrier quotes drafted from your own appetite guide with the premium math shown, plus a coverage gap analysis naming every limit, deductible, and exclusion that differs.

3

Renewal review notices and endorsement forms drafted before a policy lapses, a first-notice-of-loss packet and adjuster follow-ups for open claims, and a one-page weekly book digest with every number linked to its source.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Quote Intake

intake
read-only
Watches & prepares — never sends
Capturing every quote request and coverage question into the pipeline; new-business vs service vs claim triage
Approves: duplicate flag; claim escalation
3

Carrier Quoter

drafter
specialist
Drafts for your review — you approve before anything leaves
Side-by-side quotes across your appointed carriers from the appetite guide, with premium math shown
Approves: every quote before it goes out
4

Coverage Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
Coverage gap analyses and proposal letters naming every limit, deductible, and exclusion
Approves: every proposal before it is presented
5

Renewal Servicer

coordinator
Drafts for your review — you approve before anything leaves
Renewal tracking, drafted renewal notices and endorsement request forms
Approves: every message; every carrier submission
6

Claims Advocate

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted first-notice-of-loss packets and adjuster follow-ups; claim status tracking
Approves: every send; never adjusts or settles
7

Book Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: quotes written and bound, premium, renewal retention, open claims
Approves: none (nothing leaves the agency)
8

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Quoter→Analyst→Servicer→Advocate→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not bind. Every quote, proposal, renewal notice, and claim message waits for your approval, and no policy is bound or issued without your decision.
  • ×It uses only your own appetite guide, carrier quotes, and clients. It does not buy lists, pull contacts from anywhere else, or message anyone you have not chosen.
  • ×It never adjusts, values, or settles a claim, and never moves or collects premium.
  • ×It never quotes a premium or coverage figure that is not in your appetite guide or a carrier's own quote.
Same-day
quote and renewal-retention rate
How you'll know it's working

One number, measured over time

Share of new quote requests that get a side-by-side quote the same day, and share of renewals kept in force through their renewal window

Before day one

What you fill in — the bots never guess these

pipeline
the header contract for the pipeline every bot reads and writes.
appetite-guide
your appointed carriers, their appetite, and your rating references. Premiums and terms come only from here and the carriers' own quotes.
proposal
your own coverage-proposal wording.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training