AI case study · Example project
A few people used ChatGPT on personal accounts. Nobody knew what was safe to paste, and results were hit or miss.
The question: What can help me build AI into my business?
Why this question matters
Most teams are already using AI in some way, often on personal accounts with no rules. Training turns those scattered experiments into a shared, safe, repeatable advantage.
The project, step by step
From scattered experiments to an AI-ready team
Example: an independent insurance agency with 12 staffA few people used ChatGPT on personal accounts. Nobody knew what was safe to paste, and results were hit or miss.
- 01 · ASK
The question
We surveyed the team, listed the 10 tasks that ate the most time and checked which data had to stay private.
- 02 · AI + TOOLS
Connect the right tools
We use AI on top of the apps already in the business:
ChatGPT TeamClaudeMicrosoft CopilotGoogle GeminiShared prompt libraryAgency management system - 03 · TASKS + AGENTS
Turn it into tasks and agents
- Prompt library tested prompts for renewals, quotes and service emails
- Renewal assistant drafts renewal reminders and coverage summaries for review
- Follow-up assistant writes quote follow-ups in the agency’s voice
- 04 · CONTROL PANEL
Manage it from one screen
We build a control panel that ties the texts, emails, tasks and logistics together, with a person approving anything important.
Today’s activity
This example is based on systems Travis Finseth has built and used in his own businesses. The company, names and figures are illustrative; your free assessment gives real estimates for your business.