Assistant — the workflow that runs without me
A look at what my assistant runs every day — the repeatable service work that gets handled without me, by the numbers.
What my assistant handled
42 service tasks cleared this week
168cleared this month
168cleared all-time
12open right now
The book's day-to-day service runs through my assistant — the certs, changes, renewals, and billing that keep clients covered.
Recently cleared
06-07Acme IndustriesBind workers comp
06-07Riley CarterBind workers comp
06-07Soylent FoodsBind workers comp
06-07Initech LLCBind workers comp
06-07Drew BennettBind workers comp
06-07Gekko CapitalBind workers comp
06-06Globex CorpIssue certificate of insurance
The daily workflow — last 30 days
Policy changes & endorsements
50
Billing, payments & audits
50
Binding & issuing
34
Cancellations & reinstatements
33
Certificates of insurance
17
Quotes & new business
17
Renewals & follow-up
17
What the work actually is, by kind. Most of it is repeatable service that doesn't need me — exactly what should run without me.
Comms & plan
Emails sent312 this month
Calls & texts handled148 this month
Daily-plan completion97% complete
Email, calls, and how much of the daily plan got done — the communication side of the day, alongside the task throughput.
What I'm building here
Build
AI-assist the assistantAuto-draft certs, endorsement requests, and renewal follow-ups so the repeatable work gets faster — the AI does the typing, she does the judgment.
Goal
Keep what needs me to meThe system already splits 'assistant can do this' from 'this needs Ben.' Tighten that so only the real judgment calls reach me.
Grow
Comms + plan signalsEmail, calls/texts, and daily-plan completion all feed the same picture — so the whole day's work shows up in one view.