Install a custom AI staff for your insurance business
Built for insurance agents, producers, agency builders, field trainers, and leaders who want a more organized, consistent, and duplicatable business.
What you get
Keep your AI business system organized inside ChatGPT
Kerry shows buyers how to organize GPTs, SOPs, knowledge files, and workflows inside their ChatGPT workspace or project area when available, so the system is easier to manage, easier to train on, and less scattered.
- Dedicated workspace/project setup when available
- GPT naming conventions
- Knowledge file structure
- SOP file organization
- Separate areas for business, personal, and employer job materials
- Shared GPT access review
- Workspace hygiene and version control
- Data/settings review checklist
This is workspace organization guidance, not a guarantee of privacy, security, regulatory compliance, or data protection.
The SOP is what makes it duplicatable
Without SOPs, AI becomes a toy. With SOPs, AI becomes a repeatable business tool. The SOP tells agents when to use each GPT, what information to enter, what outputs to expect, what to review, where to store materials, and what action to take next.
Choose the build that matches your business stage
Single Agent Build
Newer agents who want one custom GPT before investing in the full system.
- 1 custom GPT
- 1 mini SOP
- Standalone GPT training
- Agent Mode intro
- Workspace organization checklist
- One use-case workflow
Agent Starter Build
Individual agents who want the full personal 7-agent system.
- 7 custom-built GPTs shared with buyer
- Starter knowledge base structure
- Starter SOP manual
- Workspace containment checklist
- Standalone GPT training
- Daily command workflow
- Prospecting and follow-up workflows
- Appointment scripts
- Compliance review checklist
- 30-day self-implementation plan
Producer AI Command Center
Active producers and small builders who want deeper implementation.
- Everything in Agent Starter
- Expanded SOP manual
- Workspace containment walkthrough
- Private knowledge base organization map
- Pipeline / scoreboard system
- Content calendar system
- Workshop invite kit
- Client education workflow
- Team onboarding workflow
- Agent Mode workflow training
- 90-minute implementation session
- Personalized setup guidance
Agency Leader AI System
Senior leaders, agency builders, and team leaders who want a team deployment model.
- Everything in Producer
- Team-level custom GPT configuration support
- Team rollout SOP
- Leadership scoreboard
- Team training huddle system
- Duplication guide
- Private knowledge base integration session
- Team workspace organization guidance
- Two implementation sessions
- 30 days of support
- Team launch playbook
- Group training session for selected team members
Have more than 10 people? We build a custom deployment plan.
Final pricing depends on rollout scope, training needs, support level, customization, knowledge base complexity, and implementation requirements.
Request a Large Team QuoteWhy seat limits matter
A 10-person team and a 500-person agency do not require the same level of onboarding, support, training, and rollout strategy. Seat limits protect the quality of implementation and make pricing fair for both individual agents and large agencies.
- Single Agent Build: 1 seat
- Agent Starter Build: 1 seat
- Producer AI Command Center: up to 3 seats
- Agency Leader AI System: up to 10 seats
- 11+ users require custom team deployment pricing
Custom GPT for your full-time job SOP
For agents who still work a full-time regular job, Kerry can also build a custom GPT around your employer's SOPs so you can better understand processes, prepare work, follow procedures, and stay organized in your day job. This is outside the basic AgentForce AI Command Center offer and may be packaged as a premium bonus, add-on, or special upgrade.
AgentForce AI Command Center™ supports business organization, content drafting, follow-up, training, and workflow consistency. It does not guarantee sales, recruits, appointments, clients, income, carrier approval, compliance approval, privacy outcomes, security outcomes, or financial results. No financial, tax, legal, estate, or investment advice is provided. AI outputs must be reviewed before use.