Work

The same three jobs, after.

These are captures of the build itself, screen by screen, in the inbox and files it runs in. The first three are the insurance jobs. Where a screen does not already name the firm, names are blurred or left out. Click any screen to open it full size.

01

Quote replies

The job: writing the reply while the day is already gone.

An email client open on a draft reply to Dana Whitcomb about a certificate for the Ridgeway job, marked DRAFT READY, with Send and Edit buttons.

Removes The quote reply you write at nine at night.

The certificate, the two coverage changes and the same day offer are in the draft before anyone opens the email.

Open full size

Close crop of the same draft: the coverage changes it flags, the same day offer, and the signature from Marlene at Hartwell & Co Insurance.

Removes The second pass you make to check the details.

Nothing is left for a rewrite: the umbrella change, the waiver and the endorsement are already named.

Open full size

02

Renewal packets

The job: noticing a renewal sixty days out, not the week it lands.

A renewal packet for Hartwell & Co marked prepared sixty days out, listing the property, liability and umbrella lines with limits, change percentages and statuses, above a draft client note.

Removes The renewal that arrives as a surprise.

Sixty days out, the lines, the one open item and the client note are staged, with five years of loss runs already in the file.

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03

Call notes

The job: what was promised, and to whom, written down.

A one page handover sheet headed How this runs, with five numbered sections: what it does, what it costs to run, how to change it, what to do when it breaks, and who to call.

Removes The call nobody wrote down, and the install nobody can run.

Promises, running cost, how to change it and who to call, on one page the firm keeps after I leave.

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04

Other work

Not one of the three jobs. Golden Rule Vineyards, a winery in Arizona, kept here as range: the same hands, a whole site instead.

The Golden Rule Vineyards homepage: a dirt track between vine rows toward the Dragoon Mountains, with the headline Estate-grown at the foot of the Dragoon Mountains and a stats band below.

Removes The whole site, rebuilt end to end.

Wines, wine club, tasting room and events, with the vineyard itself as the first thing you see.

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Start

Fifteen minutes on the phone.

I will open these screens live and tell you what the same three jobs would take in your firm. If I cannot help, I say so.

$2,500, one afternoon, in your own accounts. Thirty days to say it did not work and get the fee back.

hello@tylergraham.com