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For independent insurance brokerages and agencies

Take quote intake, certificates and renewals off your service team.

We audit how your agency handles new quotes, renewals, certificate requests and service calls. You get a ranked plan: which tasks AI can take over, what it costs and what it returns.

Book a free 15-minute call
  • Fixed price, in writing
  • We tell you what NOT to automate
  • You keep the plan
A certificate requestExample
  • Read the request emailAI drafts
  • Match the policy and the holderAI drafts
  • Fill the certificate fieldsAI drafts
  • Check limits and endorsementsLicensed person approves
  • Send to the holderLicensed person approves
Made-up request. Nothing here is a client result.

Sound familiar?

01

Quote requests re-typed again and again.

The same client data goes into several carrier portals and the agency system.

02

Certificate requests pile up.

Small requests interrupt licensed staff all day.

03

Renewals tracked in spreadsheets.

Renewal work starts late because the tracking lives in a calendar reminder.

04

Routine service requests eat producer time.

Questions the client file already answers still go to a person.

What AI could take off your plate

Four examples of the kind of fix an audit can find. Yours will depend on how your agency works.

Example

Quote intake that structures the data

Collects the client details once and carries them into each submission.

Example

Certificate requests drafted for review

A draft certificate, ready for a licensed person to check and send.

Example

Renewal reminders and pre-filled packets

A renewal list built early, with each file opened and its documents pulled together.

Example

Service-request triage

Routine questions answered from the client file as a draft, and the rest routed to the right person.

AI drafts, and a licensed person approves anything sent to a client or a carrier. We do not build tools that advise on coverage or bind policies.

Read: AI audits for insurance brokerages

How it works

  1. A free 15-minute call

    We learn the basics and tell you honestly whether an audit makes sense.

  2. The audit

    A working session with you or your operations lead. We time every manual task and rank what AI can take over.

  3. Your written plan

    One document: what to automate first, what to leave alone, and what each fix should cost and return. It is yours to keep.

What could repeat work cost your team?

Move the sliders to your own numbers. The total is yours, not an industry average.

$18,200a year

13 of 52 work weeks a year

That is 520 hours a year, about 13 full work weeks. The audit shows which of those hours AI can take back.

Example values to start. Total = hours × hourly cost × 52 weeks.

Find your hours

Questions owners ask

What does the audit cost?

A fixed price, agreed in writing before we start. We go through it on the call, so there are no surprises. If you want a build afterwards, it is quoted separately.

Which software do you work with?

Whatever you use for your agency system, email and carrier portals. Some portals do not allow automation. The plan tells you which ones.

Will AI talk to my clients?

Only where you want it to, and only in ways you approve. Anything about coverage goes through a licensed person. Many of the best fixes are internal: drafts, data entry and reminders that your team sends.

What happens to my data?

Before we look at real customer files, we agree in writing what we can access and how it is handled. The audit can also start from process descriptions and sample documents with personal details removed.

How long does it take?

The audit is short and focused. We agree the timeline with you before we start.

What if there is nothing worth automating?

Then the plan says so, and that is useful too. The ranking includes the tasks that are not worth building, so you do not spend money on the wrong thing.

What happens after the audit?

You have the plan. You can build with us, with someone else, or on your own. A build with us is quoted per project.

Fifteen minutes. A straight answer.

Pick a time with Ricardo, our co-founder. You get a straight answer on whether an audit makes sense for your business.

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Confidential. No spam, no obligation.

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