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INSURAiLABS User Manual
How to use the agency operating platform. Getting started, every module step by step, Ask ARI, AI agents, daily routines by role, keeping data current, and troubleshooting.
| Version | 1.0 (18 October 2026) |
| Applies to | INSURAiLABS web application, current release |
| Audience | Agency owners and executives, sales leaders, producers, finance and operations, service leads, CSRs, VAs and account administrators |
How to use this manual
Read chapters 1–3 once to learn how INSURAiLABS is organised and how to ask ARI for help. Then jump to the chapter for the module you use, or to chapter 10 for a daily and weekly routine built for your role.
Conventions
| Convention | Meaning |
|---|---|
| Bold text | A label, tab or button exactly as it appears on screen, e.g. Share to Investor. |
| Module › Tab | Where to go, e.g. CEO Command › Transactions. |
| Tip (green box) | A faster way to do something or a good habit. |
| Good to know (gold box) | Something that affects how you read a number or what happens after an action. |
| Coming soon (purple box) | A feature on the product roadmap that is not in the current release yet. |
About the screens in this manual
Screens show a demo agency. All names, numbers and producers are example data; your account shows your own agency's data, and some labels (such as producer initials in filters) reflect your configuration.
Contents
| # | Chapter | What you will learn |
|---|---|---|
| 1 | Welcome to INSURAiLABS | What the platform does and where its data comes from |
| 2 | Getting started | Signing in, the Home screen, navigation and common screen elements |
| 3 | Ask ARI | Asking questions, contextual help, attachments and conversation history |
| 4 | CEO Command | P&L, Agency Pulse, Transactions and the Critical Items Watchlist |
| 5 | Sales & Marketing | Deal Pipeline, Marketing Hub and Prospect Intelligence |
| 6 | Book & Renewals | Active Book, Renewal Hub and Cross-Sell Bench |
| 7 | Financial Ops | Commission reconciliation, AR and cash, carrier statements, class mapping |
| 8 | Team & Workload | Producer load, the human and AI workforce, Producer P&L |
| 9 | Working with AI agents | What each agent does and how you stay in control |
| 10 | Routines by role | Daily, weekly and monthly checklists |
| 11 | Keeping data current | How each data source updates and what you need to do |
| 12 | Settings and administration | Settings, mappings, users and access |
| 13 | Understanding the numbers | Key definitions and why two screens can differ |
| 14 | FAQ and troubleshooting | Answers to common questions |
| 15 | Glossary | Insurance, finance and product terms |
| A | Quick reference card | Where to go for each everyday task |
| B | What's coming next | The product roadmap |