Free · No obligation · Reply within 1 business day
Built into the software you already run Every workflow covered, 24/7 Weekly results reported in dollars
Free audit · takes 10 seconds
See exactly where your book of business leaks commission.
Lead follow-upQuotes chased to a decisionInvoices collectedReviews rolling inPast customers reactivatedBack-office off your plateWeekly report in dollarsLead follow-upQuotes chased to a decisionInvoices collectedReviews rolling inPast customers reactivatedBack-office off your plateWeekly report in dollars
Founder-led implementations, not off-the-shelf softwareFree pilot monthCancel anytime, no lock-inServing the US & Canada
Three leaks. One system.
Every insurance business we scan is losing money in the same places. Here's what that costs — and what happens when the system takes over.
01
Quotes go unworked
You run the quote, send it over, and the shopper binds with whoever stayed in touch through the decision.
The fix
AI follows up on every outstanding quote on a cadence, answering common questions and making it easy to bind.
Outcome: Higher bind rates on quotes your team already produced.
02
Renewals lost to a rate increase
The carrier raises the premium, the client sees the bill first, and they are shopping before anyone from your agency reaches them.
The fix
AI flags every upcoming renewal, opens the conversation ahead of the notice, and books a review with the producer.
Outcome: Retention protected on the accounts most likely to leave.
03
Monoline clients never get reviewed
Thousands of auto-only households would bundle home or umbrella if anyone had time to ask.
The fix
AI works the book for cross-sell signals and invites clients into an annual policy review at the right moment.
Outcome: More policies per household and stickier accounts.
From scan to running system in days.
1
Free audit
Two fields, ten seconds. A consultant looks at your operation like an outside operator and maps where it leaks money.
2
We come in and fix it
The consultant designs the fix and installs it inside the software you already run. Your team changes nothing.
3
You see it in dollars
Live in days, not months. A plain-English weekly report: recovered, collected, saved.
What this looks like inside a insurance business.
Deployment blueprints — the systems we install and the numbers we track. We publish real client results only, as they land.
Personal lines
Renewals defended before the notice
Every policy gets proactive outreach 45 days out — clients hear from you before they hear about the rate.
Commercial lines
Submissions worked to a decision
Open commercial quotes get structured follow-up instead of dying after one email.
Benefits agency
Open enrollment without the scramble
Document requests, deadline reminders, and confirmations run automatically across every group.
Built for how insurance work actually happens.
The system works the jobs your team never has time for — quietly, every day.
Renewals started months early
Outreach begins before the policy is in play.
Cross-sell by policy gap
Every household worked for the coverage they're missing.
Quotes followed to a decision
No submission goes cold in the pipeline.
Three insurance builds, spelled out.
The three shapes of independent insurance agencies we build for most often — and exactly what gets installed in each.
These are build plans, not client case studies. Every figure below is the target we design and
measure against — we publish real client numbers only once a client has them.
Days, not months. The audit takes ten seconds, the plan arrives within a business day, and most fixes are running inside the first two weeks — including a free pilot month.
Do we have to change our software?
No. We build into the tools your insurance business already runs — your calendar, CRM, invoicing, and messaging stay exactly where they are.
Are you an agency or a software company?
Neither. We are consultants who come into your business, find where money leaks, and install the fix — lead follow-up, quotes, invoicing, reviews, reactivation — inside the tools you already use.
What does it cost?
A fraction of one salary, priced by what we actually install. The audit is free, the first pilot month is free, and there are no long-term contracts.
What happens after I submit?
A consultant reviews it personally the same day. You get a plain-English one-page plan: where you are leaking money, what we would fix, and what it costs. No pressure, no spam.
Is our data safe?
Yes. Your data stays in your systems — we automate on top of them, with access you control and can revoke at any time.
Find out what your insurance business is leaking.
Free scan, reviewed by the founder, in your inbox within one business day. Whether or not we ever work together.
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