7:30 am
AI for life and annuity insurance agentsSpend your time with families.
Let Insured OS handle the rest.
Follow-ups, meetings, applications and client care, handled inside Claude. In your voice. With you in control.
9:41● ▰
Insured OSSample
TUESDAY, NOVEMBER 17Good morning.
Good morning.
Here’s your day.
6Calls
2Meetings
3Drafts
Start with the Garcias
Phone interview done.
Records requested.
One lapse alert
A caring script is ready.
3 follow-ups to approve
What’s next today?↑
Follow-up draftSample
Hi Maria, just checking in after our conversation. Is there a good time to catch up this week?
CASE UPDATEGarcia family
Records requested · You’re up to date
Illustrative preview · Sample data
BUILT FOR THE JOB AS IT REALLY ISYOUR BUSINESS. YOUR VOICE. YOUR CALL.
01In a few words
What is 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.
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.
02The work behind the work
Sound familiar?
- Leads go cold before you call back.
- Evenings disappear into notes and follow-ups.
- You chase underwriting for updates.
- Client reviews quietly slip by.
- Recruits stall at the state exam.
More time for the conversation. Illustration created for Insured OS.
03A different kind of workday
Your day, with the admin handled
A new lead
A first text in your voice, ready to approve.
After a meeting
A 60-second voice note becomes notes, tasks and the follow-up.
A payment fails
The day the notice lands, you get an alert and a caring script.
04Insured Welcome
Every new family gets a welcome they'll remember
One command when a family says yes. Their checklist page, materials and check-ins, built in your brand. You review, then send.
Before the app · Underwriting · Delivery day · First 90 days · Every year after
Insured WelcomeSample
G.
Welcome, the
Garcia family.
Your next chapter, one step at a time.
Before the appUnderwritingDelivery day
Get your documents together
Meet your agent
Review your application
First 90 days Every year after
05Built around your business
Five products, one system
Insurance agent software for the whole job.
Start here · In pilot
Insured OS Core
Your sales engine, from lead to policy, plus client care, with compliance checks built in.
Explore CoreComing soonInsured Growth
More of the right clients, without becoming a marketer.
Explore GrowthComing soonInsured Studio
YouTube and short videos, edited for you.
Explore StudioComing soonInsured Recruit
Find, license and launch new agents, and keep them.
Explore RecruitComing soonInsured HQ
Lead your whole team from one place.
Explore HQ06Your judgment comes first
You stay in control
You approve what goes out.
It never signs or submits.
It checks consent and calling rules first.
It writes in your voice.
Client files stay in your folder.
Sensitive details never go in messages.
07Keep what works
Works with the CRM you already use
Keep your CRM, email, calendar and note taker. No CRM? Insured OS builds one for you.
GoHighLevelHubSpotGmailOutlookGoogle CalendarGoogle DriveFathomMetricoolCanvaClaude Sheets
08From setup to your day
How it works
01
Install it
A plugin for Claude.
02
Answer the interview
About 20 minutes, by voice if you like.
04
Get a first win
Today's call list and follow-ups ready to approve, in your first session.
05
Run your day
Ask in plain words: “Who do I call today?”
You need a paid Claude plan and a computer for the full system. Your brief and approvals work on your phone too.
09The founder
Built by someone who's done the job
Yasmine Seidu is a registered nurse (BSN) with about 12 years in healthcare, 8 at the bedside, and she has worked as an insurance agent. She built Insured OS for the job as it really is.
YASMINE SEIDU · FOUNDER
10A little help or the whole setup
Set up your way
01
Do it yourself
Guide and short videos.
02
Done with you
We set it up together.
03
Done for you
We build it and hand it over.
The Insured OS Community is coming soon: live help and training, open to any agent.
Join the waitlist11A few straight answers
Questions agents ask about AI
Will AI replace insurance agents?
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.
What's the best AI for 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.
Do I need Claude to use Insured OS?
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.
Will it get me in trouble with compliance?
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.
How much does it cost?
Pricing coming soon. We're setting prices with our pilot agents. Join early access to hear first.
New to selling? Read how to sell life insurance and the life insurance leads guide.
Your next step
See it with your own business.
20 minutes on where your time goes and which parts fit.