For insurance agencies · MGAs · the people who run themNow appearing nightly · for agencies that run late
Your day, already read.
After Dark
Same inbox. Fewer loose ends.Same knowledge. Way more chrome.
Jefferson reads your mail, calendar and meeting notes, tells you who is waiting on you and who owes you, and writes the brief, the pitch or the recap you'd otherwise build by hand. He does it from your own Cabinet, so your book stays yours.
Moved out of the study. Moved up to the penthouse. Same Jefferson, same Cabinet, same exact numbers, delivered with swagger. Your pipeline didn't just grow, baby. It arrived.
Your data stays in your CabinetWorks inside the Claude you already useGoogle today · Microsoft 365 nextBuilds the pages for you
What an agency day looks like now
The work is in the gaps between the tools.
01
The inbox decides the day.Carrier notices, client asks and renewals arrive in one stream. Finding the three that matter takes the first hour.
02
Promises made in meetings go missing."I'll send that over Friday." Nobody wrote it down, so nobody sent it.
03
Every document starts blank.The proposal, the recap, the status update — built from scratch, again, from information you already have.
It isn't a people problem. It's a memory problem. Jefferson remembers so your team doesn't have to.
How it works
Sign up today. Bring it home when you're ready.
Your Cabinet is where Jefferson keeps what he learns about your agency. It starts in the cloud, set up for you when you register. When you're ready, the same Cabinet moves onto a box on your desk.
Sign up · virtual Cabinet · your desk · your box
I
RegisterTwo minutes. Tell us about your agency and how you work.
II
We open your CabinetA private virtual Cabinet is set up for you. Nothing to install.
III
Connect and askSign in at my.askjefferson.com, connect mail, calendar and meetings, and start asking.
IV
Bring it homeDuring onboarding, choose a local Cabinet for your office. Your data moves with you.
What Jefferson does
A chief of staff who has read everything.
I
Triages the inbox.Sorts what needs you from what doesn't, drafts the replies, and turns the real asks into tickets.
II
Keeps meeting promises.Takes the notes himself, pulls out who committed to what, and reminds the right person before it's late. See Jefferson Meetings
III
Knows who's waiting.Who owes you a reply, who you owe, and for how long — across every thread and meeting.
IV
Runs the agenda.Today's meetings, what each one is about, and what you promised the last time you met.
V
Builds the page.Briefs, pitches, one-pagers, decks and whole sites — designed, not just drafted.
VI
Works where you do.In Claude, in Cursor, or in chat at my.askjefferson.com. One Jefferson, the same memory.
VII
Sends it once. Asks for it once."Get Acme's ACH details." "Send Amy the carrier login." A link that opens once, a record that lasts, and no bank number in anyone's inbox. See how it looks
VIII
Books the meeting.Finds the times that work for everyone and sends a link so the client picks. Once it's agreed, one click sends the reply and books it.
Documents, done
He doesn't just write it. He lays it out.
Ask for a client brief, a program pitch or a recap of this week's meetings and Jefferson builds a finished, designed page in your portal — ready to share, print or put on the web.
Nine page styles.Report, reference, decision, dashboard, tool, landing page, deck, one-pager and letter.
Its own engravings.Every picture on this page was drawn by Jefferson, in the house style.
Edited a section at a time."Tighten the second section" changes the second section. Nothing else moves.
Pages become websites.Group pages into a public site with a form that fills a table. This site was built that way.
HarborlineSPLIT PAY
Split it at the source.
Same premium. Cleaner books.
01It lands in one lump.
02Commission goes out at bind.
03Then you chase it.
Real Jefferson page · names changed
Samples
Pages Jefferson made this month.
Real work from our own team, shrunk down, with client and people names changed.
Harborline
Split it at the source.
Same premium. Cleaner books.
01One lump
02Paid at bind
03The chase
Names changed
Program pitch.A payments product pitched to an MGA, from one conversation.
Daily brief · Tuesday
Sam's tickets: 7 open, 2 due today
Send loss runs to Keel Marinetoday
Renewal quote — Alder FarmsThu
Answer Priya on COI wordingwaiting 3d
Close out endorsement #4411done
Names changed
Daily ticket brief.One person's day, rebuilt each morning and emailed.
Recent meetings · Sep 21–22
6meetings
14promises
3overdue
Names changed
Meeting recap.Every meeting from two days, with who promised what.
Private AI for insurance agencies
Hey Jefferson.
Real page
Product one-pager.A single printable sheet for an agency owner.
JeffersonADMIN
Keep the whole ledger.
Same Jefferson. Fewer blind spots.
01Dashboard
02Users
03People
Real page
Explainer.An admin guide written from the source code, including what isn't finished.
For regulators & examiners
We hold these records to be self-evident.
Real page
Regulator pitch.The same record, independently verifiable, for a compliance office.
Outlook mailOutlook calendarTeams meetingsGoogle Chat
On Microsoft 365? Register anyway and tell us — you'll be among the first connected.
Powered by Chaac
Jefferson thinks with Chaac.
Chaac is InsurEco's AI, built for insurance — think Grok, but it knows carriers, programs and applications. Jefferson runs on it. And when something needs doing at a carrier, he sends a chaacBot: a bot that logs in, fills the app, pulls the documents and brings the result back to your ticket.
chaacBots
Errands at your carriers, done for you.
Run the quoteSubmit the appFetch loss runs & dec pagesCheck renewals every morning
You approve every plan. Passwords stay in your locker — the bot uses them without seeing them. Nothing binds, pays or signs without you.
Pricing
From $49 a user a month.
Includes 5,000 gas of bot work each month. Free for agents on programs that sponsor their bot runs, and bundled with Jefferson.
Everything Jefferson learns about your agency lives in your Cabinet, not in someone else's cloud model.
Virtual Cabinet.Set up the moment you register. Private to your agency. Nothing to plug in.
Local Cabinet.A box on your desk that holds the same Cabinet. Offered during onboarding, when you're ready.
⚜
Your book is your business.Jefferson works for your agency. What he reads stays in your Cabinet, and you decide who else on your team can use which of his tools.
Questions
For the person who's going to ask.
Do I need Claude?
No. You can talk to Jefferson in chat at my.askjefferson.com. If your team already uses Claude or Cursor, Jefferson plugs into those too, with the same memory.
We're on Microsoft 365. Can we use it?
Outlook mail, Outlook calendar and Teams meetings are on the roadmap now. Register and pick Microsoft 365 on the form, and we'll bring you on as soon as it's connected.
What's the difference between a virtual and a local Cabinet?
Same Cabinet, different home. The virtual one is hosted for you and ready at sign-up. The local one is a box in your office. You can start virtual and move later — we'll walk you through it during onboarding.
Who can see what Jefferson reads?
Your agency. Admins choose which tools each person gets, and every change to that is recorded.
What does it cost?
We'll go through pricing with you during onboarding, before anything is charged.
First step
Open your Cabinet.
Register your agency. We set up your virtual Cabinet, you sign in at my.askjefferson.com, and Jefferson starts reading with you. The local Cabinet can come later.
Set up for youNothing to installMove to a local Cabinet anytime
Ask Jefferson · JCI · by InsurEcoJefferson After Dark by InsurEco · an homage to an era of chrome and sitcom swaggerMeetings · Quill Meet · Field guide · Sign in · Samples shown with names changed
