Broker Systems · Technology · Process ImprovementSending Emails: Some Breathing Space
A practical approach to creating more control around outgoing email.
Resources
Practical tools for better working.
Short, usable guidance for insurance-sector teams. No gated downloads and no theory for theory's sake.
AI SETTINGS GUIDESafer settings.
Better decisions.For insurance broker teams
Better decisions.For insurance broker teams
Featured download
AI Privacy Settings Guide
An updated, plain-English guide to the privacy and data controls available in personal ChatGPT and Claude accounts, together with the limits that settings alone cannot solve.
- Understand training controls
- Use temporary or incognito chats appropriately
- Set one clear rule for client information
Guidance changes as AI products change. Last reviewed September 2026.
PRACTICAL AI GUIDEClear procedure.
Confident staff.For insurance broker teams
Confident staff.For insurance broker teams
New download
Building an AI Procedure for Your Business
A practical starting point for deciding which AI tools staff may use, what information must never be entered, who reviews AI-assisted work and how the business keeps its approach up to date.
- Set clear responsibilities
- Give staff rules they can follow
- Prepare useful questions for your IT provider
Use this as training guidance and adapt any formal procedure to your own business, systems and data-protection responsibilities.
Short training videos
Useful techniques in minutes.
Multiple Copy and Paste
Use clipboard history to reduce repeated copying and speed up everyday work.
Word to PDF Shortcuts
Shortcuts for turning Word documents into PDFs more quickly during everyday work.
In development
Next practical resources.
Practical AI for Broker Staff
Where AI can save time, where it introduces risk and how staff can keep professional judgement in the loop.
Broker Workflow Review
A simple worksheet for identifying duplication, workarounds and processes that staff find frustrating.
Tailored training