Zōklo: management for architecture firms and construction companies
Projects, expenses, payments and projections in one system, built around how the firm works.
Case · AI agent
PAS: AI assistant for insurance brokers
Clients, policies, premium payments and claims, organized just by talking to Claude or ChatGPT.
- Role
- The whole cycle, solo: from the broker's first request to setup and support
- Year
- 2026
- Where it runs
- Works as an MCP connector for Claude and ChatGPT, with a web panel and an installable app
- Status
- In use by brokers
Context
PAS started as a request from a productor asesor de seguros (PAS), as licensed insurance brokers are called in Argentina. Like most brokers, this one works alone and handles a large book of business, with a lot of paperwork and little time to keep it organized. Today several brokers use it, including a two-person office that shares the same book.
The problem
- Each client's information (policies, payments, documents) was scattered and hard to look up quickly.
- Policy and installment due dates were tracked by hand; warning clients on time depended on memory.
- Following up on claims took time, and it was easy to miss a deadline.
- Keeping a spreadsheet up to date with all of that took hours the broker didn't have.
What I built
- vehicle-photo.jpg
- front-photo.jpg
- id-card.jpg
- auto-policy.pdf
Add this client for me: Joaquín Medina.
- Analyzing the policy
- Analyzing the images
- Organizing the information
Done. Joaquín Medina is now in your spreadsheet, with his auto policy from Aseguradora Austral, and the documents are filed in his Google Drive folder. I also left you a calendar reminder for the policy's expiry date and a draft email with the policy attached, so you can send him the details.
- Spreadsheet
- Google Drive
- Calendar
- Draft email
Your assistant organizes the work
You ask in your own words, and the assistant files, organizes and schedules it for you.
Pick a feature to see it in the panel.
The real panel with fictitious data: tap, filter and edit. Reloading resets it. The panel is in Spanish, like the real product.Open full screen (opens in a new tab)
Also
- Reminders for your clients by WhatsApp or email, drafted by the assistant.
- Offices with several brokers: one shared book of business, with each policy or client assigned to its broker.
- Before an important change, the assistant asks you to confirm.
- A web panel and an installable phone app, designed to be used with no technical knowledge.
Getting started
What you need
A paid Claude or ChatGPT plan (USD 20 per month) and a Google account.
Every insurer
It works for any broker and with every insurance company.
Set up together
We do the setup together: I help you get everything configured.
Your data is yours
Everything stays in your own spreadsheet and Google Drive.
In their words
“I work on my own, and my book of business was getting away from me. With PAS I send it the policy and the photos, and everything gets entered and organized. What I use most is the heads-up on what's coming due: nothing slips through the cracks anymore.”
“There are two of us in the office, and we used to trip over each other in the spreadsheet. Now every policy has its broker, and the assistant plans out the day for both of us.”
Are you an insurance broker? I'll get it running with your book of business.
Next case
Have a project or a process to automate?
Tell me how you work today and I'll get back to you to set up a call.
I'm also open to Product Engineer or Forward Deployed Engineer roles.