For independent insurance agencies
Your agents use AI.
Does your agency?
AI use at independent agencies has tripled in two years, but few have built it into how the agency runs. We clean up the data spread across your AMS, CRM, and carrier portals, then build the workflow that frees your team first.
Sound familiar?
“Too much depends on someone remembering.”
Renewals and follow-ups slip when they live in inboxes and sticky notes.
“Our data is in five places.”
AMS, CRM, carrier portals, spreadsheets, and paper files rarely agree.
“We don’t know what AI can actually do for us.”
Most agencies say this is their biggest barrier to using it.
“Staff use ChatGPT, but we have no policy.”
Client data and E&O exposure need clear rules.
What we build
One system at a time. Each one earns its place.
- 01Renewal prep and remarketing workflows
- 02Certificate and endorsement request handling
- 03Commercial intake that fills your AMS automatically
- 04An agency AI use policy and staff training
How we work
Start small. Keep going only if it pays.
- 01
AI Practice Review
$1,500
flat · 2 weeks
We map where intake, follow-up, documents, and customer updates leak time and money. You get an AI use policy and three ranked builds with expected payback.
- 02
First build
$4–9K
fixed scope · 3–6 weeks
We build the one system that pays for itself first, on the tools you already use.
- 03
Operations Partner
$1.5–3K
per month · cancel anytime
Two working sessions a month, monitoring and tuning, a new workflow each quarter, and staff training.
● If the review doesn’t find at least $1,500 a month in recoverable time or revenue, we refund it.
Engineered for trust
Built safely.
Built to last.
We build on your existing AMS and CRM, keep client data in tools with signed data terms, and keep a licensed person in charge of every coverage decision.
What we won’t do
- No AI giving professional advice to your customers on its own
- No customer data where you can’t control it
- No black boxes. You own the accounts, data, and prompts
- No long contracts. Month to month after three months
- No chatbot resold with your logo on it
Three founding insurance agencies
Build what matters first.
Founding clients get the AI Practice Review at half price in exchange for a case study and an introduction.