Questions about Insured OS.

Insured OS is an AI system for life and annuity insurance agents that runs inside Claude. It drafts your follow-ups, books and prepares your meetings, gets applications ready, tracks pending cases, checks in on clients and helps you recruit. You approve anything that goes out, and it never signs or submits for you.

Independent life and annuity agents in the US, from brand-new and part-time agents to experienced producers, team builders and agency owners. It covers term life, whole life, IUL, final expense, mortgage protection, annuities and retirement. Agents inside IMO teams can use it too, as long as their company allows outside tools.

Version 1 isn't built for Medicare, health insurance or property and casualty agents, or for agents outside the US. Captive agents whose company doesn't allow outside tools will need to wait as well. If that's you, you're still welcome to join early access and hear what we add next.

No. During setup it learns how you write from your own posts, emails and texts, and it keeps a short list of words you use and words you never use. Drafts come out in your voice. You can edit any draft before you approve it, and it learns from your changes.

No. Insured OS isn't an AI insurance agent that sells on its own. Clients want a licensed person they trust. AI takes the admin, so you get more time with people. Read the full answer: will AI replace insurance agents?

The one that keeps you in charge. Good AI tools for insurance agents work with your CRM, check the rules before anything sends, and never sign for you. That's how we built Insured OS.

Insured OS was founded by Yasmine Seidu, a registered nurse (BSN) with about 12 years in healthcare who has also worked as an insurance agent. Read Yasmine's story. Insured OS works inside Claude, the AI assistant made by Anthropic. Insured OS is a product of Cascaide LLC and is not affiliated with or endorsed by Anthropic.

Yes. Insured OS runs inside Claude, the AI assistant made by Anthropic. The full system needs a paid Claude plan. We walk you through it during setup.

Three things: a paid Claude plan, a computer for the full system, and your CRM if you have one. No CRM is fine; Insured OS builds a simple one for you. Then you install it, answer the setup interview, connect your tools and get your first win in your first session. See the five steps.

Yes. Setup is an interview: you talk, and Insured OS builds your business files from your answers. You can do it by voice. After that you ask for things in plain words, like "Who do I call today?" If you'd rather not set it up yourself, our team can do it with you or for you.

A paid Claude plan for the full system, which runs in Claude's desktop workspace. Claude's plans and prices are set by Anthropic and can change, so we help you pick one on your call.

No. You talk to Insured OS the way you'd talk to an assistant: "Who do I call today?" or "Write a follow-up for the Garcias." It asks questions when it needs more. The setup interview is a conversation, not a form full of settings, and our setup guide and short videos cover every step.

The setup interview takes about 20 minutes, and you can do it by voice. Connecting your CRM, calendar and email usually adds a little more, depending on your tools. You can stop and pick up where you left off at any time. If you'd rather not do it yourself, choose done with you or done for you.

Yes. There are three setup options. Do it yourself with our written guide and short install videos. Done with you: a 60-minute session where our team sets it up with you. Done for you: we meet, gather everything, set it all up and hand it over working. Compare the setup options.

Yes. Keep the CRM you have. Insured OS works with GoHighLevel and HubSpot, and other CRMs connect through Zapier or through the browser with you watching. If you don't use a CRM, it builds a simple one for you in Claude Sheets with a dashboard, so you can start the same day. How the CRM side works.

Yes, for your daily brief and approvals. You can read your brief and approve drafts from the Claude phone app. The full system, including setup, connecting tools and filling carrier e-applications with you watching, runs on a computer. Set up on a computer once, then run your day from your phone.

You get your first win in your first session: today's call list and follow-ups ready for you to approve. From then on you ask for what you need in plain words, like "Who do I call today?", and the daily brief tells you what needs you each morning.

Insured OS Core is your sales engine and client care, with compliance checks built in. It's in pilot now. The other four are coming soon: Insured Growth brings in more clients, Insured Studio handles YouTube and video, Insured Recruit is your recruiting system and Insured HQ helps you lead your whole team. Start with Core, add the others as they ship, or get all five in All Access.

Yes. Core holds your profile, voice, compliance rules and client files. Growth, Studio, Recruit and HQ all build on it.

Pricing coming soon. We're setting prices with our pilot agents. Join early access to hear first.

Single products are planned as one-time purchases with 12 months of updates, then an optional yearly update plan. All Access is yearly. The Community and done-for-you services are monthly.

Insured All Access is all five products on one yearly plan for one agent, each product as it ships, plus every update and new feature while your plan is active. Core is in pilot now; the other four arrive as each one ships. Team pricing is coming soon. Pricing coming soon. See pricing.

Yes, that's the plan. Your files, voice and settings carry over. We'll publish how upgrades work when prices go live.

Yes. Each single product is planned to include 12 months of updates. After that, you can add an optional yearly update plan to keep getting them. All Access always includes updates, and every new feature we add, while your plan is active. Pricing coming soon.

Only Insured OS Core, in a small paid pilot. Pilot spots are by invitation. Insured Growth, Insured Studio, Insured Recruit, Insured HQ and All Access are all coming soon, and each page says so. Join early access to get on the interest list and hear first as each one goes live.

Nothing in Growth is available yet. Insured OS Core is available now, and Core includes the built-in CRM. The website builder, social media, lead generation, email, referral partners, reviews and workshops are all coming soon.

Studio is coming soon. Join early access to hear when it opens. Want help with life insurance video marketing sooner? Join the waitlist for our done-for-you video editing service.

No. Studio has its own video editor that runs on your computer. You send your videos, and it edits them with your branding: cuts, captions, a branded intro and outro, in long and short formats. Descript and HeyGen are optional, if you want them.

It will be published on our refunds page before sales open.

They're coming, and there's a waitlist for now. With done-for-you video editing, our team will edit your long videos and Shorts. With done-for-you social media, our team will run your social media and you approve the posts. Both will be monthly. Pricing coming soon. Join the services waitlist.

The services run on the Insured Studio and Insured Growth workflows, so they work best with Insured OS in place: your voice and rules are already set up. Join the waitlist and we'll tell you honestly what you'd need.

Packages aren't set yet. Pricing coming soon. When a spot opens, we'll talk through what you film, where you post and how often.

It's built to help you follow the rules. You approve what goes out, and it checks consent, opt-outs, Do Not Call flags on your records and calling hours first. You stay responsible for your business.

No tool can promise that. Insurance agent compliance stays your responsibility. Insured OS helps you follow the rules: it checks consent, opt-outs, Do Not Call and calling hours before anything goes out, logs each check, and never signs or submits for you.

Only reminders you approved once, like birthday notes. Every new message waits for your approval, after Core checks consent, opt-outs, Do Not Call flags and calling hours.

It builds the case packet and fills the e-app in your browser with you watching. It stops before any signature, submit or payment. You sign and submit.

Insured OS stops all marketing to that person on every channel right away, and the opt-out is saved with their record.

Client files stay in your own folder and accounts. We never hold them. Health details, policy numbers and Social Security numbers stay in private fields. They never go into texts, emails, posts or shared pages. Insured OS runs inside your own Claude account. What you share with it is processed by Anthropic under the terms of your plan. You choose which tools connect. How we handle data.

It helps, and you stay responsible. Before a text or call, it checks saved consent, opt-outs, calling hours and Do Not Call flags from your CRM, lead vendor or registry subscription. An opt-out stops all marketing at once. It doesn't scrub the national registry. You still need your own Do Not Call registry access. General information, not legal advice: see the FCC's telemarketing rules and how we handle compliance.

No. Insured OS is software. It does not provide insurance, legal, tax or compliance advice. Licensed agents are responsible for their recommendations, applications and communications. It drafts, prepares and flags; you make the decisions and stay the licensed professional for your clients.

The Insured OS Community is a private community on Skool for life and annuity agents and team builders, open to any agent. It will bring weekly live calls, office hours, courses, a library of scripts and templates, plain-English updates when rules change, and a room full of agents in the same seat. It's coming soon. Join the waitlist.

No. The community is open to any agent, from brand-new agents to agency owners. Many calls, courses and templates use Insured OS, so if you're not using it yet, we'll show you how to get started when the community opens.

It's a monthly subscription, priced separately from the products. Pricing coming soon. Done with you setup includes one free month in the Community, and done for you setup includes three free months, once it opens. Join the waitlist to hear first when it opens.

Yes. Members get a free GoHighLevel account for as long as they're members, set up with pipelines, texting, email and calendar ready to go. Usage costs, like texting, email sending and phone calls, are paid by the member.

Yes. When it opens, any agent can join, so every agent on your team can too, from new recruits to your top producers. Team leaders will get the same calls, courses and templates. If you're rolling Insured OS out to a whole team, ask about it on your team demo.

Yes. Each agent runs their own Insured OS Core. Insured Recruit, coming soon, helps you bring new agents in and get them licensed. Insured HQ, also coming soon, adds a team dashboard, coaching and one set of scripts and rules for everyone. IMOs can roll it out through a private plugin marketplace. See Insured HQ for teams and IMOs.

Yes. Each agent runs their own Insured OS Core, and HQ connects them to your dashboard. Team pricing is coming soon. Book a team demo to talk through your team's size and setup.

HQ is coming soon. Book a team demo now to see the plan and tell us what your team needs, or join early access to hear when it opens.

Each agent agrees at onboarding before you see their work. Then you see full client details for agents on your team, plus activity, applications and pending cases. Health notes stay hidden unless the agent chooses to share them. Call reviews only use recordings made with consent.

When HQ ships, it rolls your scripts, compliance rules, disclaimers and brand down to every agent's Insured OS. When you update a script, every agent's next draft uses the new version. For IMOs, rollout and updates can run through a private plugin marketplace. See how team rollout works.

Team pricing is coming soon. Book a team demo and we'll talk through your team's size and needs.

Not yet. Commission, override and chargeback tracking is coming later. Until then, your carrier and IMO statements stay the source of truth for pay.