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
Quick Start Guide
Get up and running with Prudens AI in under 30 minutes. Essential setup steps for new users.
Read GuideConnecting Your AMS
Step-by-step instructions for integrating Applied Epic, Vertafore, HawkSoft, and more.
Read GuideTeam Onboarding Playbook
How to train your CSRs, producers, and managers for maximum adoption and success.
Read GuideAI Features
AI Receptionist Best Practices
Configure greetings, call flows, and escalation rules for the perfect client experience.
Read GuidePolicy Comparison Strategies
Use AI-powered comparisons to close more deals and provide better recommendations.
Read GuideACORD Automation Mastery
Reduce form-filling time by 80% with AI extraction and auto-population techniques.
Read GuideAdvanced Topics
API Integration Guide
Build custom integrations with the Prudens API. Authentication, endpoints, and examples.
Read GuideCustom Workflow Builder
Create complex automation workflows tailored to your agency's unique processes.
Read GuideAnalytics & Reporting
Build custom dashboards and reports to track productivity and ROI metrics.
Read GuideCan't Find What You're Looking For?
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