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Keep track of a pile of home and insurance paperwork
An insurance non-renewal, permits, and contracts all at once means dozens of emails, documents, and deadlines that are easy to lose track of.
What the agent did
Bryce Watson's home insurer told him it wouldn't renew his policy because of his roof's age, giving him 45 days. Working mostly with Claude, he kept one dated note per problem while it read his email and documents, checked rules and deadlines, and drafted messages he read and sent himself. It flagged that a broker had put a false roof date on his application, and caught errors in a later quote. It also noticed three expired city permits with no final inspection, and helped him get two of them passed. Going through a year of card statements, it also pointed out a home warranty he'd been paying for monthly but never used. It couldn't be cancelled online, but after a complaint and some calls it was cancelled and partly refunded. By the end of the month he had a new policy in place.
What the owner still checks
He checks any date, amount, or rule a decision depends on against the original document, not the AI's summary. In his case it once cited a fine from a repealed law and made other people's words sound stronger in drafts. Read every draft before it goes, and never let anything false go on an insurance application.
It is handy with folders of files. Open one result you already know is right before you trust the whole batch.
Try this job
Starter prompt written by Agents 101. This was written for this guide. It is not a quote from the original post. Change the names, amounts, and accounts so they match you before you send it.
Help me keep track of my home paperwork. I'll share emails and documents about [the problems, for example: an insurance renewal, a repair, permits, a warranty]. 1) Keep one dated note per problem: what's happened, what was sent, who we're waiting on, and the next deadline. 2) When you read a quote, policy, or application, list anything that doesn't match my documents, and quote the exact line. 3) Draft any emails I need, but don't send them. 4) When you give me a date, amount, or rule, say exactly where it came from so I can check it. I'll handle all sending, payments, signing, and phone calls.
Source
brycewatson.com (opens in a new tab), dated .
Added to Agents 101 on . Any dollar amounts are what the original person said. We did not check them.