Full course · beginner to advanced · insurance agency edition

Claude Code, from zero.

Nothing installed to a system that runs your agency's busywork every morning.

0

code needed

1

brain file for your agency

2

skills you build yourself

1

brief that runs itself at 7am

By the end of this video

You can drive it yourself.

Claude Code installed and logged in
A CLAUDE.md that knows your agency
A skill that works your old leads
Your tools connected, client data locked out
A morning brief on a schedule

Every file is free in the description. Fake agency, fake data: swap in yours.

The course map

7 modules.

Module 0What it is

Why it beats a chat window

Module 1Install

Mac + Windows, first session

Module 2The brain file

CLAUDE.md for your agency

Module 3First skill

Aged-lead follow-up

Module 4Connect safely

Tools in, client data out

Module 5Routines

A brief that runs itself

Module 6Build next

What to automate first

The one rule

Claude drafts. A licensed human approves.

Claude does

The typing, sorting and chasing
Drafts, lists, follow-ups
Flags what's missing

Claude never

Sends to a client on its own
Quotes a price or binds
Touches SSNs or card numbers

0

What Claude Code is.

0.1 A chat window vs a folder
0.2 Why it compounds

0.1 · same brain, different job

Chat is a calculator. This is a new hire.

	ChatGPT / chat window	Claude Code
Where it works	A text box	A folder on your computer
Your files	You paste them in	It reads them itself
Output	Text you copy out	Real files: lists, drafts, reports
Your agency	Explain it every time	Written once in CLAUDE.md
Runs without you	No	Yes, on a schedule

0.2 · why it compounds

Everything you teach it stays.

Week 1The handbook

Who you are, who owns what, the rules.

Week 2One skill

One job written down. Run it with one sentence.

Week 3On a schedule

It runs before you're in the office.

A year of tinkering in chat leaves you with nothing. A folder leaves you with a system.

1

Install + first session.

1.1 What you need
1.2 Mac install
1.3 Windows install
1.4 Your first session
1.5 What it costs

1.1 · what you need

Three things. Ten minutes.

1A computer

Mac or Windows.

2A paid Claude account

Or API credits. More in 1.5.

3VS Code (optional)

Free. Lets you see the files Claude makes.

1.2 · Mac · open Terminal, paste this

Mac.

curl -fsSL https://claude.ai/install.sh | bash

Then close Terminal, open it again, type: claude

1.3 · Windows · open PowerShell, paste this

Windows.

irm https://claude.ai/install.ps1 | iex

Asks for Git for Windows? Install it, then run the line again.

1.4 · your first session

Open a folder. Type claude.

VS Code: File → Open Folder → atlas-agency-os
Terminal → New Terminal, type claude
Log in with your Claude account in the browser
Ask: "What's in this folder, and what can you do here?"

1.5 · what it costs, honestly

A paid plan or pay as you go.

To learnPro

Enough to follow this whole course.

All day, every dayMax

More usage for heavy daily work.

Pay per useAPI credits

Billed by what you run.

Prices change. Check claude.com/pricing before you buy.

2

The agency brain file.

2.1 What CLAUDE.md is
2.2 Let Claude interview you
2.3 What goes in it
2.4 The folder

2.1 · two kinds of files run everything

A handbook and SOPs.

CLAUDE.mdThe agency handbook

Who you are, lines, carriers, team, who owns what, the rules. Read before every job.

A skillOne job's SOP

The steps you'd hand a new hire. Module 3.

2.2 · type this

Let it interview you.

Interview me about my agency, one question at a time, then write CLAUDE.md: who we are, lines, carriers, team and who owns what, where files live, and the rules you never break.

Then test it: "Who handles a Spanish-speaking home and auto client?"

2.3 · what goes in it

Six sections. Day-one stuff only.

1Who we are

States, office, hours

2Lines

Home, auto, commercial, life

3Carriers

Who you write with

4Team

Who owns what

5Where files live

data, out, private

6Rules

What it never does

2.4 · the folder you'll have by the end

atlas-agency-os.

atlas-agency-os/ ├── CLAUDE.md # the brain (module 2) ├── data/ # leads, inbox (read only) ├── private/ # locked: Claude can't open it (module 4) ├── out/ # everything Claude makes, one folder a day └── .claude/ ├── settings.json # what it's allowed to touch (module 4) └── skills/ ├── lead-followup/ # module 3 └── morning-brief/ # module 5

3

Your first skill: old leads.

3.1 What a skill is
3.2 Make the follow-up skill
3.3 Run it on 24 leads nobody called
3.4 What the full version does

3.1 · a skill is one file: SKILL.md

Your SOP, written once.

1Name

lead-followup

2When to use it

"work my old leads"

3Steps

Clean, rank, write, save

4Never

Never send anything

3.2 · type this

Make the follow-up skill.

Make a skill called lead-followup. It reads a lead CSV, pulls out anyone who can't be contacted, ranks the rest into call today, this week and nurture, and writes the first text plus day 1, 3 and 7 follow-ups for each. Save a call list, the messages and a do-not-contact list to out/. Never send anything.

Then: "Work my old leads in data/aged-leads.csv"

3.3 · what it does

Clean first. Then rank. Then write.

OutDo not contact

Said stop, wrong number. "Do not text" = email only.

TopCall today

Asked for a callback, renewal coming up, new home or new car.

Every lead4 messages

Today, day 1, 3, 7. Their note, their language. A person approves.

3.4 · the full version: an AI dialer on aged leads

15,400 calls. 316 appointments.

15,400

AI calls to leads over 90 days old

316

appointments in 27 calling days

5

reps taken off aged leads completely

One final expense agency. Most agencies don't have a lead problem. They have a follow-up problem.

Quick break

Want us to find where your leads die?

Where your leads come from
How fast they get called, and what happens after
Which system goes in first

insperaai.com/go

4

Connect your tools safely.

4.1 Connectors: Gmail, Drive, your CRM
4.2 What never goes in
4.3 "Can I give you my card?"
4.4 Approval modes
4.5 Lock a folder

4.1 · type /mcp

A connector is a plug.

EmailGmail

Read the inbox, draft replies

FilesDrive

Forms, dec pages, notes

TimeCalendar

Who's booked, what's due

PipelineYour CRM

Leads, stages, follow-ups

You approve each one. One tool at a time, read-only first.

4.2 · the question owners ask most

Can I put SSNs in it? No.

Never goes in

Social Security numbers
Card, bank and routing numbers
Driver's license numbers
Health and medical info

Where it stays

Your AMS
The carrier portals
Claude works around it

Claude sends what it reads to be processed. If it shouldn't leave your office, Claude never reads it.

4.3 · the handbook working · fake email

"Can I give you my card?"

From: Jennifer Walsh · Re: renewalGot the renewal notice for the BOP. How do I pay this? Can I just give you my card over the phone?

Claude's draft: pay the carrier directly. It never asks for the card.

4.4 · Shift + Tab switches mode

You decide how much it asks.

DefaultAsk every time

Asks before every edit and command. Start here.

FasterAuto-accept edits

Edits files without asking. Still asks for commands.

SafestPlan mode

Reads and plans. Changes nothing.

Never turn permissions off on a folder with client files.

4.5 · .claude/settings.json · in the kit

Lock a folder. One file.

{ "permissions": { "deny": [ "Read(./private/**)", "Edit(./private/**)", "Read(./.env)" ], "ask": [ "Bash" ] } }

Then: "Read private/client-file.txt" → blocked.

Real client data? Ask your compliance person or E&O carrier first. Fake data until then.

5

A brief that runs itself.

5.1 The morning brief skill
5.2 What's on the page
5.3 Put it on a schedule
5.4 Where the time comes back

5.1 · type this

Make the morning brief.

Make a skill called morning-brief. Every morning it reads the new emails in data/inbox and the latest lead follow-up in out/, and gives me one page: what's urgent, what came in, what's waiting on a person, and the 3 things I should do today. Never send anything.

Then: "Morning brief"

5.2 · one page, not forty emails

What's on it.

Section	From the fake inbox
Urgent	Burst pipe, water still coming in: call now
Came in	Claim, certificate, new car, billing, new business, spam
Waiting on a person	Each item, with who owns it
Leads	Who to call today, from module 3
Today's 3	The three things that make money or stop a loss

5.3 · make it run itself

Every day at 7am.

EasiestClaude desktop app

Scheduled → new task → daily, 7am → "Run the morning brief in atlas-agency-os".

TechyTask Scheduler or cron

Runs one line, below. Read and write files, nothing else.

claude -p "Run the morning brief" --allowedTools "Read,Glob,Grep,Write"

5.4 · where the time comes back

~4 hours a day.

~4 hrs

a day back on invoicing alone, one agency owner

0

people needed to start it each morning

6

What to build next.

6.1 What you built
6.2 The next three builds
6.3 What to automate first

6.1 · what you built, from nothing installed

A system, not a chat.

BrainCLAUDE.md

Knows your agency

Skilllead-followup

Works old leads

Safetysettings.json

Client data locked out

Routinemorning-brief

Runs at 7am

You own every piece. Claude drafts, your team approves.

6.2 · the next three builds

Same pattern. Bigger jobs.

The phonesAI front desk

Watch it take a live call: linked above.

QuotingEmail to ACORD to carriers

Its own full course: linked above.

Back officeThe inbox

Label, route, draft. Like the brief.

6.3 · what to automate first

Not everything. Where you leak most.

Where do leads come in, and how fast does someone call?
Where do they die?
Where do the hours go, department by department?

That's what our free audit answers. 40+ insurance agencies audited.

From zero to a system · you own every piece

Want us to build it with you?

Free call. If it's not a fit, we'll tell you.

insperaai.com/go