AI sales & marketing consulting
Automate the boring. Close the business.
We build AI workflows for independent insurance agencies — so your producers stop copy-pasting and start closing. Quote follow-ups, renewal reminders, review requests, LinkedIn content, prospect research: all running in the background, all branded to you.
12+
hours/week/producer returned
3x
quote follow-up coverage
48hr
from kickoff to live workflow
0
engineers needed on your team
Workflows we ship
The agency stack
on autopilot.
Every workflow is custom-built to your CRM, your carriers, and the way your producers actually work. We don't sell you software — we build the system around the software you already own.
QUOTE-TO-CLOSE
Autonomous quote follow-up
Every quote gets a 7-touch sequence — email, SMS, LinkedIn — personalized to the line of business and written in your producer's voice.
Runs on: HubSpot · Applied · EZLynx
RETENTION
Renewal early-warning system
AI scans policy data and flags accounts at risk 90 days before renewal. Producers get a prioritized call list every Monday.
Runs on: your AMS + Slack
REPUTATION
Review request automation
Policy bound → wait 14 days → smart SMS request → reply intake → routed to 5-star or private-feedback path. Turned 22 reviews into 140 for one agency.
Runs on: Twilio + Google Business
REPUTATION
Principal LinkedIn ghostwriting AI
We train a model on your voice + your book. It drafts 3 posts a week. You approve in 90 seconds. Becomes "vertically famous" in your niche — on autopilot.
Runs on: custom Claude workflow
PROSPECTING
Commercial prospect research
Drop a NAICS code + a zip. Get back a ranked list of 50 target accounts with pain signals, decision makers, and a custom opener. 3 seconds per lead.
Runs on: Clay + Apollo + Claude
OPERATIONS
Call → CRM note automation
Producer ends a call. 60 seconds later the CRM has structured notes, next-action task, follow-up draft, and the right tags. No typing. Ever.
Runs on: Fathom + your AMS
Why both, together
48 hours from kickoff to the first workflow running in production.
01
Audit your stack
We map your CRM, AMS, carriers, tools, and the 5 tasks eating your team's week.
02
Design the workflow
We write the spec in plain English. You approve in 15 minutes.
03
Build + deploy
We ship it to production. Test data. Dry-run. Go live on day two.
04
Monitor & improve
Weekly scoreboard. We tune prompts, fix edge cases, and add new flows monthly.
If your producers still copy-paste, you're leaving money on the table.
Free AI audit. We'll map your current workflows, flag the 3 with the highest ROI, and show you what fixing them looks like.