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Everything he can do for you

Hey Jefferson.

Your day, your inbox, your files. One place to ask.

Jefferson keeps your calendar, tasks, email, meetings and client records in one head. Ask him what's next, have him draft the reply, turn a meeting into to-dos, or build the page you need to send. He works as you, and asks before anything leaves your hands.

Plain EnglishWorks as youAsks before he sendsBuilt for insurance
Just start talking

He runs the busywork.

You don't need to know which tool does what. Say what you want and Jefferson finds the right thing to do.

You"What's on my plate today?"
JeffersonThree meetings, two renewals due Friday, and four emails waiting on you. The Castillo reply is the most urgent. Want a draft?
You"Yes, and make a task to call their agent Monday."
JeffersonDraft's ready for your review, and the task is on your board for Monday.
Send Ann three times for an intro call, with a link.
What did we agree in yesterday's carrier call?
Which emails still need me?
Turn the meeting action items into tasks.
Who at Acme have we talked to this month?
Build a one-page summary I can send the client.
Send the form to Kyle and chase him Friday.
What's the status of the Blue Mesa quote?
Remember that I prefer short answers.
What were we working on yesterday?
What he does

One desk, every drawer.

Your dayCalendar and agenda

Today's meetings and what's coming up. Ask for times and he offers three that work for everyone, sends a link so a client can pick, and books it in one click. How it works →

TasksTasks and tickets

Creates, updates and closes your tasks, adds comments, and links each one to the email or meeting it came from.

InboxEmail that sorts itself

Finds what needs you, summarises long threads, reads attachments, drafts replies, and sends only what you approve.

MeetingsEvery call remembered

Searches meeting transcripts, pulls out what was agreed, and turns action items into tasks.

ClientsPeople and companies

Keeps your client records and deals together and shows who you've talked to, about what, and when.

PortalPages, tables and forms

Writes documents, dashboards, slides and tables, sends forms to collect answers, and publishes pages like this one.

PicturesIllustrations on demand

Draws in the house engraving style you see here, for decks, pages and proposals.

RaterSpotQuotes, notes and activity

Finds quotes by name or DBA, pulls the quote document, reads and adds notes, and reports your team's activity. More ↗

BotsBusywork on other sites

Runs saved browser routines on carrier and partner sites. You approve the plan before a bot takes a single step.

He remembers

Every session picks up where the last one left off.

NotesWhat you tell him

Say "remember that I prefer short answers" or "keep in mind the Castillo renewal is mine" and he knows it next time, in every chat.

SessionsWhat you worked on

After real work he jots a one-line summary, so tomorrow he already knows what you did and what is still open.

YoursSee it, change it

Ask "what do you remember about me?" any time. Tell him to forget one thing, or everything. Nobody else sees your memory.

Where to find him

At askjefferson.com, or inside Claude.

Use Jefferson in the Ask Jefferson app, or add him to Claude so he's there in every chat. Adding him to Claude takes about a minute.

  1. Open your setup pageSign in at my.askjefferson.com/setup and choose a connector. Start with Jeff, the everyday one.
  2. In Claude, add a custom connectorSettings → Connectors → Add custom connector. Paste the connector's Server URL, then under Advanced settings enter the OAuth Client ID and leave the secret blank.
    https://mcp.askjefferson.com/mcp/jeffServer URL
    claude-aiOAuth Client ID
  3. Sign in with Bio-IDClaude opens your normal sign-in page. Once you're in, just ask. If a new ability doesn't show up later, disconnect and connect again to refresh.
Jeff/mcp/jeffYour day, tasks, email, meetings, clients and RaterSpot. Start here.
Portal/mcp/portalPages, tables, forms, sites, pictures and projects.
Dev/mcp/devFor builders: code, platform docs and releases.
Policy/mcp/policyCustomer, loan and payment records, by invitation.
How he works

Yours, careful, and honest.

  • He works as youEvery task, note and email is done in your name, with your access. Nobody else's.
  • He sees what you seeYour org's records and your own inbox and calendar. Nothing from anyone else's desk.
  • He asks before it leavesEmails, forms and changes wait for your OK. Drafts stay drafts until you say send.
  • He says when he can'tIf something isn't there, or you don't have access, he tells you plainly instead of guessing.

Names and conversations on this page are examples. Jefferson is part of the InsurEco platform. Questions? Just ask Jefferson.