AI for Business
An insurance brokerage gets its week back
A Mississauga brokerage was drowning in repetitive daily work. We set up Claude for their real tasks and trained the team to run it.
Northwood Insurance · Mississauga, ON
12 hrs
saved per person each week
4
daily tasks fully automated
2 weeks
to live and adopted
The challenge
Northwood’s staff spent hours every day drafting the same client emails, summarizing policy documents, and sorting inbound leads by hand. They knew AI could help but had no time to figure out where to start.
What we did
- 01
Ran a short audit and found the four tasks eating the most time.
- 02
Built Claude-based setups for drafting, summarizing, and lead sorting, wired into their inbox and CRM.
- 03
Trained the team hands-on and handed over a prompt and playbook library they own.
“Honestly, I'd written off AI as hype. Then within two weeks the busywork that used to swallow my mornings was just handled, and my team had time to actually talk to clients again. It felt like hiring someone without hiring someone.”
Priya N., Operations Lead · Northwood Insurance, Mississauga, ON