# PAS: AI assistant for insurance brokers

Clients, policies, premium payments and claims, organized just by talking to Claude or ChatGPT.

## Facts

- **Role:** The whole cycle, solo: from the broker's first request to setup and support
- **Year:** 2026
- **Where it runs:** Works as an MCP connector for Claude and ChatGPT, with a web panel and an installable app
- **Status:** In use by brokers

## Context

PAS started as a request from a productor asesor de seguros (PAS), as licensed insurance brokers are called in Argentina. Like most brokers, this one works alone and handles a large book of business, with a lot of paperwork and little time to keep it organized. Today several brokers use it, including a two-person office that shares the same book.

## The problem

1. Each client's information (policies, payments, documents) was scattered and hard to look up quickly.
2. Policy and installment due dates were tracked by hand; warning clients on time depended on memory.
3. Following up on claims took time, and it was easy to miss a deadline.
4. Keeping a spreadsheet up to date with all of that took hours the broker didn't have.

## What I built

### Your assistant organizes the work

You ask in your own words, and the assistant files, organizes and schedules it for you.

### The whole book in one place

Each client's record brings together policies, payments and documents, from the chat or the panel.

### Nothing comes due unannounced

The Today view gathers due dates, overdue installments and renewals, and schedules the reminders in your calendar.

### Claims under control

A board by stage, with the reporting deadline always in sight.

### Premium payments up to date

Every policy's installments month by month, with what's paid and what's pending kept clearly apart.

### Renewals and your book at a glance

Renewals for the coming months and your policies by line of business and by insurer.

### Also

- Reminders for your clients by WhatsApp or email, drafted by the assistant.
- Offices with several brokers: one shared book of business, with each policy or client assigned to its broker.
- Before an important change, the assistant asks you to confirm.
- A web panel and an installable phone app, designed to be used with no technical knowledge.

## Getting started

- **What you need:** A paid Claude or ChatGPT plan (USD 20 per month) and a Google account.
- **Every insurer:** It works for any broker and with every insurance company.
- **Set up together:** We do the setup together: I help you get everything configured.
- **Your data is yours:** Everything stays in your own spreadsheet and Google Drive.

## In their words

> I work on my own, and my book of business was getting away from me. With PAS I send it the policy and the photos, and everything gets entered and organized. What I use most is the heads-up on what's coming due: nothing slips through the cracks anymore.
>
> Insurance broker

> There are two of us in the office, and we used to trip over each other in the spreadsheet. Now every policy has its broker, and the assistant plans out the day for both of us.
>
> Insurance brokerage office

**Are you an insurance broker? I'll get it running with your book of business.**

## Next case

[Zōklo: management for architecture firms and construction companies](https://fedemartin.com.ar/en/zoklo/index.md): Projects, expenses, payments and projections in one system, built around how the firm works.

## Contact

Have a project or a process to automate? Tell me how you work today and I'll get back to you to set up a call.

I'm also open to Product Engineer or Forward Deployed Engineer roles.

- Email: [federicohmartin@gmail.com](mailto:federicohmartin@gmail.com)
- LinkedIn: https://www.linkedin.com/in/federicohmartin
- GitHub: https://github.com/FedericohMartin
- Resume (PDF): https://fedemartin.com.ar/cv/federico-martin-cv-en.pdf

## Links

- [Web version of this page](https://fedemartin.com.ar/en/pas/)
- [Versión en español](https://fedemartin.com.ar/es/pas/index.md)
- [Sitemap](https://fedemartin.com.ar/sitemap.xml)
- [Summary for AI agents (llms.txt)](https://fedemartin.com.ar/llms.txt)