We read the room before we walk into it.
Generic AI training teaches an average team that doesn’t exist. Primer surveys yours in about ten minutes, builds a readiness report from the answers, and delivers a workshop about the work your people actually do.
Built with working insurance teams in The Bahamas.
Coastal Insurance Group
Insurance · 10 of 10 responded
11
in the room
3
ranked pains
100%
responded
“I spend half my morning copying the same numbers into three systems.”
Method
Discovery before teaching. Demos run as postmortems, never on live client systems.
Origin
Born from a Freeport Chamber of Commerce talk and an inbound request for something real.
Client №1
A working insurance firm in Grand Bahama. A real engagement, not a logo wall.
You get the report before anyone walks in.
A ten-minute intake per person becomes the room’s makeup: ranked pains in your team’s own words, who’s skeptical and who’s already ahead, what to demo, where the risks sit. The workshop is built on it. You keep it, whatever you decide next.
AI Readiness Report
Coastal Insurance Brokers
Insurance
The room
Eleven people, mostly curious-but-cautious. Two champions already automating small tasks, three newbies who have never opened an AI tool, and a vocal skeptic who has been burned by hype before. Teach to the skeptic; the rest follow.
Top pains
- 1
Re-keying policy data between the AMS and carrier portals (score 9)
Highest frequency × drain: every renewal touches it, and it is the team's most-named time sink.
“I spend half my morning copying the same numbers into three systems.”
- 2
Drafting renewal and follow-up emails to clients (score 7)
High volume, low variation — strong fit for an assisted-drafting demo the room will trust.
“Every email is 80% the same, but I still write it from scratch.”
- 3
Summarizing long carrier policy documents (score 6)
Painful but lower frequency; a good 'aha' demo without touching sensitive systems live.
“Nobody actually reads the 40-page wording until something goes wrong.”
Readiness checkpoints
- readyComfort with a chat assistant — Most of the room already uses one weekly.
- gapShared prompt practices — No common patterns yet — the workshop seeds these.
- riskSensitive-data handling — Demos stay sanitized; no live client systems touched.
Recommended tier
Cowork — shallow end
Start where the wins are obvious; the room earns its way to agents.
Cadence
Half-day, single session
One focused block, then a follow-up to convert momentum into habit.
Three steps. Most of the lift is ours.
Your team answers
Each person gets a private link and a ten-minute intake. Questions are about the work, not about them.
Primer builds the report
Responses become your AI Readiness Report: room archetypes, ranked pains, recommended demos, and risks.
We teach that room
A live workshop built on the answers. People watch AI handle their actual tasks, not a canned demo.
- Your team answers: Each person gets a private link and a ten-minute intake. Questions are about the work, not about them.
- Primer builds the report: Responses become your AI Readiness Report: room archetypes, ranked pains, recommended demos, and risks.
- We teach that room: A live workshop built on the answers. People watch AI handle their actual tasks, not a canned demo.
A tailored workshop, and the report that proves it was tailored.
The pre-deliverable
AI Readiness Report
See where your team stands before anyone commits to a workshop. A paid artifact you keep, whatever you decide next.
- Ranked pains in your team's own words
- Room archetypes and readiness checkpoints
- A written record of where your team stands today
The session
Tailored AI Workshop
A half-day built on your room, not a template. We teach to the skeptic so the whole team follows.
- Live, hands-on with your team's real tasks
- Demos run as postmortems. Never on live client systems.
- Pitched to where the room actually is, from first chat to agents
Readiness Reports from $1,500. Workshops from $4,500. Exact scope is set on the call.
For teams that know they should use AI, and want it to be real.
- Professional-services firms of roughly 20 to 200 people. Insurance and brokerage first.
- Leaders who are tired of generic AI training that never touches the actual work.
- Rooms with a mix of skeptics, champions, and people who have never opened an AI tool.
Ty Wells
Founder, Primer
“The fastest way to lose a room is to teach it something it does not need. So I find out what it needs first. Discovery before teaching. Every time.”
I run AI workshops for teams that do real work. Primer is how I make sure the session is about your team’s actual day, not a slide deck I could give anyone. Demos run as postmortems, never on your live systems. You get a report you keep, whatever you decide next.
Book a 30-minute discovery call.
We’ll scope your room. No deck, no pitch. If Primer is a fit, you’ll leave with a clear next step.