How-to guides
Step by step, from process to proof.
Practical guides for insurance agencies and finance teams: scoping work for AI agents, writing outcome definitions and reading the Evidence File.
How to automate sales order entry from email and PDF orders
A practical guide to automating order entry: capturing orders from email and PDFs, validating against customer and price data, and handling exceptions.
How to automate three-way invoice matching
How to automate matching of purchase orders, goods receipts and supplier invoices: tolerances, exception routing and what to measure.
How to build an audit trail for AI agents
What to record for every AI agent action so outcomes can be audited: inputs, steps, model versions, human approvals and tamper-evident storage.
How to calculate DSO and set a realistic reduction target
How to calculate days sales outstanding, which method to use, what drives it, and how to set a DSO target your team can actually hit.
How to check a commercial policy against the quote
A step-by-step policy checking process for independent agencies: what to compare, in what order, and how to record discrepancies so nothing slips.
How to choose which agency servicing tasks to give AI agents
A simple test for independent agencies deciding what to hand to AI agents and what to keep: volume, rules, reversibility, licensing and client contact.
How to handle certificate of insurance requests without E&O risk
A practical COI workflow for agencies: what an ACORD 25 can and cannot do, how to handle additional insured requests, and the checks to run before you send.
How to process policy endorsements without adding E&O exposure
A controlled endorsement workflow for independent agencies: capture the request, confirm the details, get licensed review and check what the carrier issues.
How to reconcile carrier commission statements
A monthly commission reconciliation process for agencies: match statements to expected commission, find the variances that matter and chase them early.
How to run a commercial renewal workflow that starts early enough
A renewal timeline and checklist for independent agencies: when to start, what to collect, and how to catch changed exposures before they become coverage gaps.
How to run B2B collections with AI agents, without losing customers
A B2B collections workflow using AI agents: segment accounts, set a contact cadence, keep humans on disputes and key accounts, and measure days past due.
How to score a business process for AI agents
A six-question scorecard for deciding whether a back-office process is a good candidate for AI agents, and how to use it to pick the first one.
How to set a baseline for gain-share pricing
How to set a gain-share baseline both sides accept: choose the measures, pull data from source systems, adjust for volume and cap the share.
How to set up continuous control testing in finance
How to move finance controls from year-end sampling to continuous testing: pick the controls, define the test, set thresholds and route exceptions.
How to write an outcome definition for AI work
A template for outcome definitions that make AI services billable and auditable: what counts, the evidence, how long it holds and what does not.
What is an agentic MSP?
An agentic MSP runs business processes with AI agents and is paid for verified outcomes, not seats or hours. How it works, how it differs, and what to ask.
Rather we ran it for you.
Tell us which process you want run and roughly how much of it there is.