Build a Claude Project Coverage Library

Before setting up the Project, collect the PDFs or text documents you most frequently need:

Essential documents to start with:

• ISO CG 00 01 — Commercial General Liability Coverage Form
• ISO CP 00 10 — Building and Personal Property Coverage Form
• ISO CA 00 01 — Business Auto Coverage Form
• Common endorsements (CG 20 10, CG 20 37 for additional insured; CG 22 79 for professional services exclusions)
• Your state's workers compensation requirements summary

Where to find these: Your agency principal may have ISO form access. If not, many forms are available through The Institutes (theinstitutes.org) or your E&O carrier's risk management resources.

1. Go to claude.ai → Sign up with your personal email
2. Click Upgrade → select Pro plan ({{tool:Claude.price}}/month)
3. Complete payment

1. In your Claude dashboard, click Projects in the left sidebar
2. Click New project
3. Name it: "Commercial Lines Coverage Reference"
4. Description: "ISO coverage forms and endorsements for commercial P&C account management"

1. In the Project knowledge panel (right side), click Add content → Upload files
2. Upload your PDF forms one at a time
3. Wait for each to process (1–3 minutes per large form)

What you should see: Each form listed in the Project knowledge panel with a green checkmark

Troubleshooting: If a PDF shows errors, try saving it as text-based PDF (not scanned image). Scanned image PDFs don't allow text extraction.

Click Edit instructions (pencil icon) and add:

You are a commercial insurance coverage reference assistant for an account manager.

You have access to ISO commercial coverage forms and endorsements. When answering questions:
1. Cite the specific form number and section (e.g., "CG 00 01, Section I, Coverage A")
2. Quote the relevant policy language exactly when helpful
3. Explain what the language means in practical terms for an account manager
4. If the uploaded documents don't address the question, say so clearly

Be concise and practical — the account manager needs to quickly advise clients or prepare submissions.

Start a conversation within the Project. Try:

1. "What does the CG 00 01 say about the coverage trigger for bodily injury?"
2. "How does Additional Insured endorsement CG 20 10 differ from CG 20 37?"
3. "Under the standard business auto form, is a rented vehicle covered?"

What you should see: Answers that cite specific form numbers and sections, with relevant policy language quoted