We start by sitting down with your team to understand how your agency operates in real life. This takes between 1-15 hours depending on your agencies size & complexity; we require a refundable deposit to begin this process.
Discover Processes
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We ask you to explain the details of your operations: quoting, COIs, renewals, intake, claims. We're looking for sales or retention bottlenecks here, and you're often unaware of them.
Understand Them
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Where is time being wasted? Where do tasks stall? Where is a human doing what AI could? We find targets for automation. Then we work together with you to evaluate the cost of those inefficiencies so that we can prioritize correctly.
Determine Impact
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For each inefficient bottleneck or process, we propose an AI system complete with build plan, expected ROI, and how it fits with your tools (like your AMS). This is wrapped into a white paper that considers the long term adverse effects of implementation against your current processes, consumer behavior, and projected AI developments.
Present White Paper
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The Work You Hate Is the Work We Replace
Not theoretical. Below are AI systems we’ve scoped or built for agencies like yours.
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COI Requests Drain Your Ops Team
We build agents that handle cert requests automatically — no back-and-forth.
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Renewals Are Always Behind
Agents that prefill renewals, follow up for missing info, and sync it all back to your AMS.
CLIENTS SAY
Real Problems. Real Fixes.
Research
We think in public, recorded for others to build on
