Guides

Learn How to Transform Your Agency

Step-by-step guides, tutorials, and best practices to help you get the most out of Prudens AI and modernize your insurance operations.

Getting Started

Beginner

Quick Start Guide

Get up and running with Prudens AI in under 30 minutes. Essential setup steps for new users.

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Beginner

Connecting Your AMS

Step-by-step instructions for integrating Applied Epic, Vertafore, HawkSoft, and more.

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Beginner

Team Onboarding Playbook

How to train your CSRs, producers, and managers for maximum adoption and success.

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AI Features

Intermediate

AI Receptionist Best Practices

Configure greetings, call flows, and escalation rules for the perfect client experience.

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Intermediate

Policy Comparison Strategies

Use AI-powered comparisons to close more deals and provide better recommendations.

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Intermediate

ACORD Automation Mastery

Reduce form-filling time by 80% with AI extraction and auto-population techniques.

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Advanced Topics

Advanced

API Integration Guide

Build custom integrations with the Prudens API. Authentication, endpoints, and examples.

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Advanced

Custom Workflow Builder

Create complex automation workflows tailored to your agency's unique processes.

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Advanced

Analytics & Reporting

Build custom dashboards and reports to track productivity and ROI metrics.

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Can't Find What You're Looking For?

Our support team is here to help with any questions.

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