See the work · Fictional examples
A useful task.
Clear instructions.
A human check.
This is the kind of material we adapt to your agency. It shows how a written rule becomes a workflow staff can follow. The examples are prepared illustrations, not a live AI run, a complete policy or evidence of customer results.
Download the sample · PDF01 / Sample policy excerpt
Routine email drafting
The rule should tell someone what to do when they sit down to work.
In a real engagement, the agency names the approved account, responsible people, allowed tasks and review date before staff use the workflow.
Proposed rule for Example Agency
- Permitted use
- Draft general reminders in an agency-approved account using fictional placeholders only.
- Information restriction
- Do not enter client identities, policy documents, claims details or credentials in this workflow.
- Required review
- The sender verifies facts, dates and recipients. Any insurance statement goes to the designated licensed reviewer.
- Stop and ask
- If the draft makes a coverage promise, needs restricted information or goes beyond the approved task, stop and ask the agency’s designated reviewer.
- Accountability
- Management approves the rule. Staff acknowledge it. The operations owner records exceptions and review dates.
02 / Walk through the task
A renewal reminder, from request to review.
Open each step. There is no upload, chatbot or live generation here; all text is fictional and prepared in advance.
1. Define the task and approved inputs
Prepare a friendly reminder asking a fictional client to arrange a renewal discussion. Use only [CLIENT], [DATE] and [AGENT]. Do not predict renewal terms, prices or coverage.
2. Give the tool specific instructions
A prompt gives direction. It does not guarantee that the tool follows it.
3. Spot the problem in this prepared draft
Reject the first sentence. Nothing supplied establishes unchanged coverage. The draft also presumes a meeting date. A fluent sentence can still introduce a material error.
4. Compare a suitable illustrative draft
Hi [CLIENT],
Could we arrange a time to discuss your upcoming renewal? Please let me know whether [DATE] would work for you.
Thanks,
[AGENT]
The sender still checks that a renewal discussion is appropriate, confirms the proposed date and adds verified details in the agency’s approved system.
5. Complete the review before sending
- Confirm the purpose, recipient and date against agency records.
- Remove unsupported insurance statements and route any coverage question to the licensed reviewer.
- Replace every placeholder outside the AI tool and check the final message.
- Record issues under agency policy. Never send automatically through this workflow.
6. Decide whether it actually helps
Compare the time to draft and check the message with the normal process. Include corrections. At follow-up, discuss whether staff used the guide and what went wrong. No time saving is claimed by this illustration.
03 / A second kind of workflow
Find policy language. Preserve the questions.
For policy-information work, the guide asks for source wording, document and section references, missing information and conflicting language. The designated licensed reviewer checks the original policy and applicable endorsements before making any insurance judgment.
“Not found in the supplied excerpt” must never become “not covered.” Missing pages, unreadable scans or conflicting provisions are reasons to stop and review. The paid engagement defines the permitted documents and handling method before any transfer.
Adapted to your team
The value is putting it into practice.
We agree two tasks, develop the guides, test examples and walk staff through using them. Your agency approves the rules. A day-30 follow-up checks actual use and agreed adjustments.
Discuss your agency’s setup