Your team is buried.
Build them help that never sleeps.
Custom AI agents built for your agency's specific pain points. Not a chatbot. Not a SaaS. A 24/7 operational layer that captures leads, retains renewals, and handles certificates — so your producers can sell.
Wasted on manual work in the average agency
Of after-hours calls go unanswered
More likely to shop competitors if renewal contact slips 14+ days
Of agencies plan to add AI in 12 months
Actually using it strategically
In recoverable annual commission per agency
Independent agencies are losing to inboxes that never close and renewals that never call back.
After 5pm, your phones go quiet. But your prospects don't. They call. They quote on Geico's site. By morning they're someone else's customer. Your top CSR spends a third of her week on COIs that produce zero new revenue. Your renewals shop on rate-increase emails you never had time to soften with a phone call. The work that drives the business is buried under the work that just keeps the lights on.
Auto insurance inquiry · went to voicemail
18% rate increase · no contact in 12 days
Requested 2 days ago · deadline Mon 8am
Chatbots answer questions. Agents take actions.
“$49/month vs $1,500/month. Different category.”
From friction to live agent in 30 days.
Pain Audit
A 45-minute conversation. 15 questions. We leave with a clear ROI hypothesis or we tell you straight that it's not a fit yet.
Scoped Build
We design and build a custom agent (or stack of agents) in your own isolated workspace. Discovery → build → shadow-mode pilot → go-live.
Recurring Value
Your agent runs 24/7. We monitor, fix, and improve it monthly. Add new agents as new pain shows up.
Pick your pain. We build the agent for it.
After-Hours Lead Intake
Picks up the phone after 5pm. Qualifies the lead, books a producer call, drops the prospect into your AMS — all before morning.
Renewal Retention
Outreach at 60, 30, and 14 days pre-renewal. Email → SMS → outbound voice escalation. Books review calls with your producers automatically.
Certificate of Insurance (COI)
Reads the request, pulls the policy, generates the ACORD, sends to the certificate holder. 15-minute task becomes 3 minutes.
Cross-Sell on Existing Book
Identifies monoline auto customers who should have home, umbrella, life. Initiates the conversation, books the appointment.
Stale Lead Reactivation
Re-engages old quotes in your AMS. Pulls back the ones still in market. Pure found revenue.
Review & Referral Generation
After every positive interaction, the right ask at the right moment. Google reviews. Referrals. Compounded over a year.
Your data stays in your workspace. Your producers stay in charge.
ISOLATED PER AGENCY
Each client gets their own dedicated workspace. No shared infrastructure. No cross-client risk. Clean offboarding if you ever decide to leave.
NO QUOTING, NO BINDING, NO COVERAGE ADVICE
Agents handle intake, scheduling, document generation, and outreach. Quote and bind authority stays with your licensed producers. Compliance lines written into every workflow.
PROACTIVE FAILURE ALERTS
If anything breaks at any step, we know within seconds. Most fixes happen before you notice. Your operations stay running.
If your agency has $10M in premium, here's what's hiding in it.
Real numbers from real agencies' books. Your math will be different — but the audit tells you exactly what's recoverable.
Real product. Real timeline. No filler.
Everything we say we can do is documented, tested, and wired to a live build pipeline. No hypotheticals. No vaporware. Here's what's true about every agent we ship.
Licensed Producer Guardrails
Every agent enforces the three hard stops baked into our compliance layer: never quote, never bind, never advise. Anything outside the ruleset escalates to a licensed producer — in real time. Your E&O posture doesn't change.
3 Weeks from SOW to Live
Two 60-minute discovery calls, one week of build, one week of shadow mode where you approve every output. Go-live on week three. No 6-month enterprise onboarding. No endless scoping.
Custom to Your AMS & Carriers
Not a white-label chatbot. Not a SaaS you configure with dropdowns. We integrate directly with your AMS — EZLynx, HawkSoft, AMS360, Applied Epic, QQ Catalyst — using your scripts, your carrier appetite, your escalation tree.
$0 for 90 Days on Your First Agent
Limited to two pilot slots. You get one agent of your choice built and run for 90 days at no cost. The only ask: a named testimonial if it works, and two introductions to other agency owners you know. After 90 days, $1,500/mo — cancel any time.
Your team has been carrying this alone.
They shouldn't have to.
45 minutes. No pitch. We leave with a clear ROI hypothesis — or we tell you it's not a fit yet.
Free · 45 minutes
Connecticut independent agencies only