SOLUTION
The Incepta Process
1. Deep Interviews
We start by sitting down with your team — the people actually doing the work — to understand how your agency operates in real life. No assumptions. No abstractions.
2. Workflow Mapping
We break down your day-to-day tasks: quoting, COIs, renewals, intake, claims. Every step gets mapped. Every handoff gets tracked.
3. Friction Audit
Where is time being wasted? Where do tasks stall? Where is a human doing what software could? We find it. Then we cost it.
4. Agent Proposals
For each inefficient task, we design a purpose-built AI agent — complete with tech stack, expected ROI, and how it fits with your tools (like your AMS, email, or quoting platform).
5. The AI Roadmap
We hand you a ranked list of automation opportunities — organized by impact, time-to-build, and cost. You choose what gets built first.
The Work You Hate Is the Work We Replace
Not theoretical. These are agents we’ve proposed, scoped, or built for real agencies.
2
COI Requests Drain Your Ops Team
We build agents that handle cert requests automatically — no back-and-forth.
4
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
