For P&C commercial lines agency owner · 9 Grok Bots

A back office that gets your submissions to market and keeps your E&O file clean

9 Grok Bots for a commercial P&C agency owner: capture each submission, match it to the right carrier appetite, draft the packet, draft certificates and endorsements, run the renewal and audit calendar, watch the E&O file, and report the book — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
9 bots·3 domain specialists·Success metric: Submission-to-market speed and on-time renewal rate·Category: Finance
The problem it targets

Running a commercial agency between appointments — chasing loss runs and ACORD detail to complete a submission, re-keying the same account into carrier portals, guessing which markets have appetite for the class, drafting certificates and endorsement requests by hand, tracking renewals and premium audits before they slip, and reconstructing the book's numbers every week — so submissions go to market late, quotes come back as declinations, certificates pile up, and the E&O file drifts out of agreement with what was actually bound.

What you get

From day one

1

Every new-business and renewal submission captured with a live checklist of the ACORD forms, loss runs, and exposures still outstanding, and each risk matched to the carrier appetite that fits.

2

A drafted carrier submission packet per market, plus certificates of insurance and endorsement requests drafted from the bound policy, ready for you to review before anything goes out.

3

A rolling renewal and premium-audit calendar with client notes drafted, and a one-page weekly book report — premium by carrier and line, retention, receivables aging — traceable to your account rows.

Meet the team

9 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Submission Intake

intake
read-only
Watches & prepares — never sends
Logging submissions; a live checklist of outstanding ACORD forms, loss runs, and exposures
Approves: none (nothing leaves; the log is internal)
3

Market Appetite Matcher

researcher
read-only
Watches & prepares — never sends
A ranked market-target list per risk, fit and decline risks cited to each carrier guide
Approves: none (nothing leaves; the match is internal)
4

Submission Packager

drafter
specialist
Drafts for your review — you approve before anything leaves
Drafted submission packets — application summary, exposure recap, cover note per market
Approves: every packet before it goes to market
5

Certificate & Endorsement Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Drafted certificates of insurance and endorsement requests, coverage mismatches flagged
Approves: every certificate and request before release
6

Renewal & Audit Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Renewal and premium-audit calendar; drafted client notes and audit-prep checklists
Approves: every message; every calendar note the client sees
7

E&O File Monitor

tracker
read-only
Watches & prepares — never sends
Documentation-gap report — missing signed forms, binder-to-policy mismatches
Approves: none (nothing leaves; the owner closes each gap)
8

Commercial Book Reporter

reporter
read-only
Watches & prepares — never sends
Weekly book report — premium by carrier and line, retention, receivables aging
Approves: none (nothing leaves; the report is internal)
9

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Matcher→Packager→Drafter→Coordinator→Monitor→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every submission, certificate, endorsement request, and client note waits for your approval.
  • ×It never binds coverage, issues a policy, releases a certificate, or signs an application — those stay with you, the licensed producer.
  • ×It works only your own opted-in accounts and referral partners. It does not reach anyone you have not chosen.
  • ×It never states an exposure, premium, or coverage term that is not in your carrier guides, the carriers' own quotes, or the account's own records.
Submission-to-market
speed and on-time renewal rate
How you'll know it's working

One number, measured over time

Share of complete new-business and renewal submissions that reach a fitting market within the owner's target window, and share of renewals worked before their expiration date

Before day one

What you fill in — the bots never guess these

submission-log
the header contract for the submission log every bot reads.
appetite-guide
your carrier appetite and underwriting bands. Market matching reads only from here.
certificate
your certificate and endorsement-request layout, drafted only from the bound policy record.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training