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.

Read Guide
Beginner

Setting up carrier apatitie

Build a repeatable carrier appetite intake and validation flow before submissions begin.

Read Guide
Beginner

Desiging Autonomy

Train service and producer teams to operate with AI guardrails, approvals, and escalation policies.

Read Guide

AI Features

Intermediate

AI Receptionist Best Practices

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

Read Guide
Intermediate

Policy Comparison Strategies

Use structured data comparisons to control E&O risk and catch premium movement before delivery.

Read Guide
Intermediate

Form Fill Automation

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

Read Guide

Advanced Topics

Advanced

MCP Intergraiton Guide

Set up MCP endpoints, tool permissions, and production controls for agent-driven workflows.

Read Guide
Advanced

Custom Workflow Builder

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

Read Guide
Advanced

Analytics & Reporting

Track service load, certificate delivery, and workflow throughput with operations-first reporting.

Read Guide

Migratin

Migration

Migrating from Wunderwrite

Understand differences, map your process, and move into Prudens with a controlled rollout plan.

Read Guide

Can't Find What You're Looking For?

Our support team is here to help with any questions.

Contact Support