Sample reports · Insurance agency
Sample reports: an insurance agency's commercial lines team
Real HourBack reports produced from made-up data: one team's week plus example answers to the team questionnaire. A pilot produces the same reports from your own team's work.
An 8-person commercial lines service team at an independent agency: certificates, policy changes, renewals, claims and billing in Applied Epic, carrier portals and Outlook.
For leaders
Team AI opportunity report
Where the team's hours go, what AI could return by task in hours and dollars, data carried between systems by hand, and how the leads' estimates compare with what was measured. Open the report → For each personA private “time back” report
What one person's week looked like and where AI could help in their own role. In a pilot, only that person sees it. Open the report → How the work flowsProcess maps
For each task: the steps most cases follow, the other common paths, and where time leaks to detours, rework and waiting. Open the report → For buildersWhere AI agents fit
Which tasks are ready for an agent, with a blueprint for each: trigger, steps, decision rules the team confirmed, where a person approves, and the build effort. Open the report → From the teamWhat the team told us
How the people doing the work make each decision, what cases wait for, the unusual cases, and where they disagree. Open the report → For new hiresA training guide
Issuing certificates of insurance, step by step, written from how the team actually does it, with the pitfalls the data shows. Open the guide →Everything in this sample is invented: the company, the people and the numbers. It is not a case study or a benchmark. In a real pilot, the client chooses whether reports show people by name or by role only.
How a pilot works for insurance agencies → · Other sample teams
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A four-week pilot with one team.