For Insurance Agencies
You sell protection.
AI handles the paperwork.
AI engineering for insurance agencies. Renewal automation, lead nurture, content, and compliance reporting — built around your existing AMS and the way your agency already operates.
The problem
You sell trust. You spend your day on data entry.
Independent agents and brokers have the same problem: the work that pays — sitting with clients, recommending coverage, handling claims — is squeezed by the work that doesn't. Renewal letters. Follow-up calls. Quote prep. Compliance reports. Cross-sell campaigns that never get sent.
AI changes the ratio. The communication, the reminders, the content, the reports — all handled automatically, drafted in your voice, with you approving anything that goes to a client.
What we automate
The work AI does best for insurance agencies.
Lead Nurture
Drip sequences for prospects, automated follow-ups after quotes, and re-engagement campaigns for lapsed policies. No lead falls through the cracks.
Renewals & Reminders
Automated renewal notices, policy expiration tracking, and proactive outreach before a policy lapses. Your retention rate goes up without extra effort.
Content & Education
Blog posts on coverage topics, email newsletters, and social media explaining insurance concepts in plain language. Position yourself as the trusted advisor.
Reporting & Compliance
Weekly production reports, compliance document prep, and pipeline summaries. The numbers you need without the spreadsheet archaeology.
How we work
Shadow. Systematize. Ship.
We use AI to find the bottlenecks in your business, then build custom systems that unlock its potential.
Shadow
We embed in your business and put Claude Code, Cowork, and ChatGPT to work on your real workflows. We watch what's manual, what's repetitive, and where time is actually leaking.
Systematize
We map every workflow AI can take over and design the seams — what runs on its own, and where a human stays in the loop. The judgment calls stay with you; the busywork doesn't.
Ship
We build, test, and deploy. You approve. The system runs in production while we monitor and sharpen. The more we free you up, the more you'll want to automate.
Pricing
Audit. Build. Run.
Most clients start with the audit. About half move to a build. About a third stay on retainer.
AI Audit
We embed for a week, observe your operation, and deliver a blueprint of every workflow AI can do better — ranked by ROI.
- 5-day shadow engagement
- Workflow mapping & gap analysis
- Tool stack recommendations
- Prioritized automation roadmap
- Cost-savings projection
Custom Build
End-to-end build of one or more custom AI systems. Content pipelines, dashboards, integrations, internal tools — whatever the audit prioritized.
- Custom AI workflows in your tools
- Integration with existing systems
- Approval queue & dashboard
- Documentation & team training
- 30 days of post-launch support
Retainer
Ongoing AI engineering. We maintain what we built, optimize what's running, and ship the next automation in your queue every month.
- Monthly automation additions
- Maintenance & optimization
- New integrations as needed
- Quarterly strategy review
- Slack channel for fast turnaround
Independent agencies live and die on retention. Most of what affects retention is communication that didn’t happen, not service that fell short. AI fixes the first one.
Who this isn't for
If you're a captive agent for one carrier with no flexibility on tooling, you're past us. This is for independent agencies that own their workflows.
Where to next
Pick your next step.
Recommended
AI Automation
We embed in your business, find what's leaking time and money, and ship custom AI systems that fix it. Then we maintain it, sharpen it, and scale it as your business grows.
See ai automation
Also worth a look
AI Websites
Fast and easy to launch a modern website built for your business. We help you every step of the way — from copy and design to domain, hosting, and ongoing edits.
See ai websites
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Ready to talk about insurance agencies?
Book a 30-minute call. We'll tell you what we'd build first and what it'd cost. No deck, no follow-up sequence.