8 AI Skills Every Insurance Agency Should Build First
Eight AI skills an insurance agency can build without code, each tied to a job your team already does by hand, and the two rules all eight carry.
Building the Digital Crew
Skills vs Projects vs Connectors vs Plugins, Explained for Agency Owners
What skills, projects, connectors and plugins each do in Claude, ChatGPT and Gemini, with a rule of thumb for each and one insurance agency job sorted.
On ChatGPT Plus? Your Custom GPT Options After December 11
ChatGPT Plus can't create new GPTs, and skills aren't listed for personal plans. Four options for keeping your custom GPT's work after December 11.
How to Migrate a Custom GPT to a Skill (ChatGPT or Claude)
OpenAI is retiring custom GPTs. How to move yours into a skill in ChatGPT or Claude, and what goes in the skill, the Project and the connector.
What Is Workflow Redesign? Why the Work Comes Before the Tools
Workflow redesign means walking the work, scrubbing steps with no reason on file, then crewing what's left. The Walkdown: four moves borrowed from NASA.
She Built a Digital Crew Without Ever Hearing the Term
Loren Bartley built named AI seats, a conductor, a hub and an approval gate for her social content - with no exposure to the framing at all. Independent convergence is the one kind of proof you can't manufacture.
How to Document a Process Before You Automate It in a Single Sitting
An agent will do precisely what your process document says, including the parts you left out. Here is how to write one in an hour.
How I Use Notion MCP to Give My AI Crew a Permanent Memory
Your AI starts every conversation at zero and you are the one re-briefing it - here is how to give your crew a memory that outlives the chat, using Notion MCP and a filing discipline anyone can copy.
Everyone Just Got an AI Employee. Build a Crew Instead.
ChatGPT just became a coworker for hundreds of millions of people. The tools stopped being the edge - and new research shows the AI employee framing makes teams less careful. The fix is a Digital Crew: governed agents with a… Read More »Everyone Just Got an AI Employee. Build a Crew Instead.