Lakewise AI Playbook for Insurance and Finance Brokers
Spend less time on renewal notices, client emails and file notes, with fewer mistakes, using a written AI Playbook that keeps client data out of the tools.
Tell us about your business with a short set of questions. Within 5 business days from when your answers are complete, you get a plain-language Playbook by email showing which renewal, email and file note tasks can take less of your time, how to catch mistakes before they reach a client, where AI tools can help your brokerage, where they can't, and exactly how to start.
Get my PlaybookWho it is for
- Owner-run insurance, mortgage and financial brokerages across Canada with 1 to 20 people
- Brokers who handle their own client emails, renewals and paperwork
- Owners who want to use AI carefully, with clear privacy limits written down
Problems it solves
- Renewal and document reminders pile up. Get templates and prompts to draft friendly reminders in minutes.
- Explaining products in plain words takes time. Build reusable plain-language explanations of common coverage or mortgage terms that you review once and reuse.
- File notes and meeting summaries lag behind. Turn your own rough notes into tidy summaries without pasting in client details.
- Staff are already using AI with no rules. Pair the Playbook with the AI Use Policy add-on so everyone knows what is allowed.
- Fear of a privacy mistake. Clear notes on what never goes into an AI tool, written for regulated work.
What's inside
- A short summary of where AI can help your brokerage, and where it can't
- Step-by-step instructions for each suggestion
- Copy-and-paste prompts for reminders, plain-language explanations and summaries
- Tool suggestions, with free options where they exist
- Privacy notes for personal, health and financial information
- A simple order to try things in
Sample excerpt
Example only. Fictional business: "Cedar Ridge Insurance Brokers," a 7-person brokerage.
1. Renewal reminder drafts
You said renewal reminders take about three hours a month. Write one master reminder in your own words. Then ask a free AI chat tool: "Rewrite this reminder in three versions: home, auto, and small business. Keep it under 120 words, friendly and clear." Save the three versions in your email program as templates. Fill in names and policy details yourself, inside your own systems, after the draft is done.
2. Plain-language explanations
Clients often ask what a deductible or a rider means. Ask AI for a 3-sentence plain explanation of each term, then check every one against the actual policy wording and your insurer's materials. Keep the approved versions in a shared document. AI never gives advice to clients; it helps you write what you already know.
3. What to keep out
Never paste names, policy numbers, health details, income, SIN or banking information into an AI tool. Assumption: specific provincial regulator guidance on AI was not reviewed; check your regulator's current rules.
4. What to skip for now
AI quoting or underwriting tools are beyond what a team your size needs today.
Pricing
All prices in Canadian dollars, plus applicable tax. Business customers only. Payment is taken first, by secure link sent by email.
Quick Start
$149 one time
For teams of 1 to 5
Take two everyday tasks, like renewal reminders or file notes, off your plate first, then decide if AI is worth more of your time.
- 2 written AI workflows for your everyday tasks
- Delivered by email within 5 business days
- Full $149 credit toward The Playbook within 30 days
What you get back: two renewal, email or file note tasks that take less of your time, with clear steps to follow.
Get my Quick StartSee what's included
2 written AI workflows for teams of 1 to 5, by email within 5 business days from when your answers are complete. The full $149 counts toward The Playbook if you upgrade within 30 days of getting your Quick Start.
The Playbook
$399 one time
Founding price $299 for the first 10 clients
For 1 to 10 people
Spend less time on renewals, client emails and file notes, make fewer mistakes, and give your staff clear rules for using AI safely with client information.
- Your Playbook
- Staff rollout email and week 1 practice session agenda
- AI Use Policy
- 3 months of Help Desk
- Bonuses: prompt library and day-30 check-in
What you get back: less time on routine client email and file notes, and a team that knows what client information is safe to put into AI.
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed.
Get my PlaybookSee what's included
For 1 to 10 people: your Playbook, a ready-to-send staff rollout email, a week 1 practice session agenda, an AI Use Policy and 3 months of Help Desk, plus two bonuses: a prompt library and a written day-30 check-in. Delivered by email within 5 business days from when your answers are complete.
Team Playbook
$799 one time
For 11 to 20 people, or owners who want a deeper Playbook
Get every broker and support role spending less time on renewals, emails and file notes, with the same safe AI rules for the whole brokerage.
- A Playbook covering several roles, or a deeper Playbook
- AI Use Policy
- Staff rollout email and week 1 practice session agenda
- Both bonuses and 3 months of Help Desk
- Delivered by email within 10 business days
What you get back: less admin time across several roles, fewer mistakes in client files, and one set of AI rules everyone follows.
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed.
Get my Team PlaybookSee what's included
For 11 to 20 people, or owners who want a deeper Playbook: a Playbook covering several roles or a deeper Playbook, an AI Use Policy, the staff rollout email, the week 1 practice session agenda, both bonuses, and 3 months of Help Desk. Delivered by email within 10 business days from when your answers are complete.
Bigger needs? From $1,200, by quote. Email info@lakewiseai.com.
Spots are limited each week.
The Worth-It Guarantee
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed. It covers The Playbook and Team Playbook. The 30 days start on the date we email you your Playbook. Quick Start is not covered, but its full $149 counts toward The Playbook if you upgrade within 30 days of getting your Quick Start. To ask for a refund, email info@lakewiseai.com.
FAQ
Is this safe for a regulated business?** The Playbook is built around keeping client data out of AI tools and checking everything before it goes out. You stay responsible for compliance with your regulator.
Will you need access to our systems? No. We never ask for passwords or logins. Client data may be stored in the US or Europe with trusted providers.
Is the AI Use Policy included?** Yes, in The Playbook and the Team Playbook. It sets out which tools are allowed and what client data stays out of them.
Is it all by email? Every package is written and by email. No calls, ever.
How long until I get it?** Quick Start and The Playbook arrive within 5 business days from when your answers are complete, and Team Playbook within 10. Spots are limited each week.
Do prices include tax? No. Prices are in CAD and tax is added at checkout.
Order your Playbook
Email info@lakewiseai.com with your name, business name and team size. We reply with a secure payment link and a short set of questions, and your Playbook arrives within 5 business days from when your answers are complete (10 for Team Playbook). Spots are limited each week.
Get my Playbook