AI Research Partner For Insurance Brokers
AI Research Partner For Insurance Brokers
Your Producer & CSR bottlenecks aren’t generic
we build custom AI systems to enable growth
without adding headcount.
Your Producer & CSR bottlenecks aren’t generic we build custom AI systems to enable growth without adding headcount.
Our Implementation Frameworks
Our Implementation Frameworks
Our Implementation Frameworks
[Customization]
[Customization]
[Customization]
[Customization]
Our Relationship Starts With Research
Our Relationship Starts With Research
Our Relationship Starts With Research
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Discovery
Discovery
Discovery
Discovery
We sit with your team to map how the agency operates: quoting workflows, renewal cycles, intake processes, claims handling. Takes 1-15 hours depending on size and complexity.
We sit with your team to map how the agency operates: quoting workflows, renewal cycles, intake processes, claims handling. Takes 1-15 hours depending on size and complexity.
We sit with your team to map how the agency operates: quoting workflows, renewal cycles, intake processes, claims handling. Takes 1-15 hours depending on size and complexity.
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Determine Impact
Determine Impact
Determine Impact
Determine Impact
Where time is wasted. Where tasks stall. Where humans perform work AI could handle. We identify automation targets, then evaluate the cost of those inefficiencies to prioritize implementation.
Where time is wasted. Where tasks stall. Where humans perform work AI could handle. We identify automation targets, then evaluate the cost of those inefficiencies to prioritize implementation.
Where time is wasted. Where tasks stall. Where humans perform work AI could handle. We identify automation targets, then evaluate the cost of those inefficiencies to prioritize implementation.
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Prepare Whitepaper
Prepare Whitepaper
Prepare Whitepaper
Prepare Whitepaper
Proper implementation requires a strategic plan for adoption that accounts for long-term effects against current processes, consumer behavior, internal culture, and projected technology developments.
Proper implementation requires a strategic plan for adoption that accounts for long-term effects against current processes, consumer behavior, internal culture, and projected technology developments.
Proper implementation requires a strategic plan for adoption that accounts for long-term effects against current processes, consumer behavior, internal culture, and projected technology developments.
Testimonials
Testimonials
Testimonials
Michael Patterson
Agency Owner
[01]
"We were hemorrhaging $50k annually from cancellations we never saw. The system caught 140 policies in the first six months that would've walked. That's real money back in the business, not projections."
Sarah Chen
Principal, Specialty Lines
[02]
"The submission workbook used to take me 30 hours per hospitality account. Now it's down to 8. The system pulls property assessor data, flags revenue discrepancies, and batches client questions so I'm not chasing them ten times. Finally freed up capacity to take on the larger accounts I was turning away."
David Martinez
VP Commercial Lines
[03]
"I was spending half my week answering internal eligibility questions. The intelligence assistant cut that to maybe two hours. Staff get instant answers on carrier appetite and policy coverage without interrupting me. It's like hiring an underwriter who actually knows our book."
Jennifer Walsh
Operations Manager
[04]
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.
Robert Kim
Agency Owner
[05]
"Service requests used to pull me from twenty directions all day. Now the AI handles intake—phone and email—and creates complete tasks so my team can just execute. We're answering 100% of calls instead of one in four, and I'm not buried in email anymore."
Thomas Bridges
Senior Producer
[06]
"Renewal process went from 20 hours a week to maybe 5. System handles the Cover Desk back-and-forth, generates side-by-side comparisons, and automates follow-ups. I can actually focus on new business instead of chasing renewal payments."
Lauren Mitchell
Commercial Account Manager
[07]
"COI requests were killing me—45 minutes each reading contracts and matching endorsements. Now it's maybe 5 minutes. The system reads the contract requirements, pulls the right policy language, and generates compliant certificates. Freed up almost a full day every week."
Amanda Foster
Customer Service Representative
[08]
"We're not scrambling anymore. Every request comes in organized with all the details we need. No more callbacks asking for VINs or policy numbers we should've gotten the first time. It's professional, and honestly it makes our jobs way easier."
Michael Patterson
Agency Owner
[01]
"We were hemorrhaging $50k annually from cancellations we never saw. The system caught 140 policies in the first six months that would've walked. That's real money back in the business, not projections."
Sarah Chen
Principal, Specialty Lines
[02]
"The submission workbook used to take me 30 hours per hospitality account. Now it's down to 8. The system pulls property assessor data, flags revenue discrepancies, and batches client questions so I'm not chasing them ten times. Finally freed up capacity to take on the larger accounts I was turning away."
David Martinez
VP Commercial Lines
[03]
"I was spending half my week answering internal eligibility questions. The intelligence assistant cut that to maybe two hours. Staff get instant answers on carrier appetite and policy coverage without interrupting me. It's like hiring an underwriter who actually knows our book."
Jennifer Walsh
Operations Manager
[04]
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.
Robert Kim
Agency Owner
[05]
"Service requests used to pull me from twenty directions all day. Now the AI handles intake—phone and email—and creates complete tasks so my team can just execute. We're answering 100% of calls instead of one in four, and I'm not buried in email anymore."
Thomas Bridges
Senior Producer
[06]
"Renewal process went from 20 hours a week to maybe 5. System handles the Cover Desk back-and-forth, generates side-by-side comparisons, and automates follow-ups. I can actually focus on new business instead of chasing renewal payments."
Lauren Mitchell
Commercial Account Manager
[07]
"COI requests were killing me—45 minutes each reading contracts and matching endorsements. Now it's maybe 5 minutes. The system reads the contract requirements, pulls the right policy language, and generates compliant certificates. Freed up almost a full day every week."
Amanda Foster
Customer Service Representative
[08]
"We're not scrambling anymore. Every request comes in organized with all the details we need. No more callbacks asking for VINs or policy numbers we should've gotten the first time. It's professional, and honestly it makes our jobs way easier."
Michael Patterson
Agency Owner
[01]
"We were hemorrhaging $50k annually from cancellations we never saw. The system caught 140 policies in the first six months that would've walked. That's real money back in the business, not projections."
Sarah Chen
Principal, Specialty Lines
[02]
"The submission workbook used to take me 30 hours per hospitality account. Now it's down to 8. The system pulls property assessor data, flags revenue discrepancies, and batches client questions so I'm not chasing them ten times. Finally freed up capacity to take on the larger accounts I was turning away."
David Martinez
VP Commercial Lines
[03]
"I was spending half my week answering internal eligibility questions. The intelligence assistant cut that to maybe two hours. Staff get instant answers on carrier appetite and policy coverage without interrupting me. It's like hiring an underwriter who actually knows our book."
Jennifer Walsh
Operations Manager
[04]
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.
Robert Kim
Agency Owner
[05]
"Service requests used to pull me from twenty directions all day. Now the AI handles intake—phone and email—and creates complete tasks so my team can just execute. We're answering 100% of calls instead of one in four, and I'm not buried in email anymore."
Thomas Bridges
Senior Producer
[06]
"Renewal process went from 20 hours a week to maybe 5. System handles the Cover Desk back-and-forth, generates side-by-side comparisons, and automates follow-ups. I can actually focus on new business instead of chasing renewal payments."
Lauren Mitchell
Commercial Account Manager
[07]
"COI requests were killing me—45 minutes each reading contracts and matching endorsements. Now it's maybe 5 minutes. The system reads the contract requirements, pulls the right policy language, and generates compliant certificates. Freed up almost a full day every week."
Amanda Foster
Customer Service Representative
[08]
"We're not scrambling anymore. Every request comes in organized with all the details we need. No more callbacks asking for VINs or policy numbers we should've gotten the first time. It's professional, and honestly it makes our jobs way easier."
Michael Patterson
Agency Owner
[01]
"We were hemorrhaging $50k annually from cancellations we never saw. The system caught 140 policies in the first six months that would've walked. That's real money back in the business, not projections."
Sarah Chen
Principal, Specialty Lines
[02]
"The submission workbook used to take me 30 hours per hospitality account. Now it's down to 8. The system pulls property assessor data, flags revenue discrepancies, and batches client questions so I'm not chasing them ten times. Finally freed up capacity to take on the larger accounts I was turning away."
David Martinez
VP Commercial Lines
[03]
"I was spending half my week answering internal eligibility questions. The intelligence assistant cut that to maybe two hours. Staff get instant answers on carrier appetite and policy coverage without interrupting me. It's like hiring an underwriter who actually knows our book."
Jennifer Walsh
Operations Manager
[04]
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.
Robert Kim
Agency Owner
[05]
"Service requests used to pull me from twenty directions all day. Now the AI handles intake—phone and email—and creates complete tasks so my team can just execute. We're answering 100% of calls instead of one in four, and I'm not buried in email anymore."
Thomas Bridges
Senior Producer
[06]
"Renewal process went from 20 hours a week to maybe 5. System handles the Cover Desk back-and-forth, generates side-by-side comparisons, and automates follow-ups. I can actually focus on new business instead of chasing renewal payments."
Lauren Mitchell
Commercial Account Manager
[07]
"COI requests were killing me—45 minutes each reading contracts and matching endorsements. Now it's maybe 5 minutes. The system reads the contract requirements, pulls the right policy language, and generates compliant certificates. Freed up almost a full day every week."
Amanda Foster
Customer Service Representative
[08]
"We're not scrambling anymore. Every request comes in organized with all the details we need. No more callbacks asking for VINs or policy numbers we should've gotten the first time. It's professional, and honestly it makes our jobs way easier."
Speak With a Founder
Speak With a Founder
Speak With a Founder
Incepta
AI Research Firm
732 s 6th ste r, las vegas, NV 89101.
© 2025 BY INCEPTA Logic Inc.
Incepta
AI Research Firm
732 s 6th ste r, las vegas, NV 89101.
© 2025 BY INCEPTA Logic Inc.
Incepta
AI Research Firm
732 s 6th ste r, las vegas, NV 89101.
© 2025 BY INCEPTA Logic Inc.
Incepta
AI Research Firm
© 2025 BY INCEPTA Logic Inc.