Built for Independent Insurance Agencies
Who This Is For
Independent insurance agencies with 20–50 employees who are drowning in manual follow-ups, losing renewals to the cracks, and watching competitors scale faster.
You know technology is the answer, but you don't have the time or team to build it yourself.
The Philosophy
"The best time to plant a tree was 20 years ago. The second best time is now."
In insurance, relationships are everything—but they shouldn't require everything from you. AI doesn't replace the human touch; it amplifies it, giving you more time to focus on what matters most.
What Should You Expect?
Automated Lead Acquisition
AI systems that identify, qualify, and engage prospects 24/7—so you never miss an opportunity.
Intelligent Follow-Up
Personalized, timely communication that nurtures leads through the pipeline without lifting a finger.
Retention on Autopilot
Automated policy renewal reminders and check-ins that keep clients engaged and loyal.
Scale Without Hiring
Handle 2x the volume without adding headcount—AI handles the repetitive work while you focus on high-value relationships.
Our Process
Discovery
We analyze your current workflows, pain points, and growth goals to identify automation opportunities.
Design
Custom AI systems are architected specifically for your agency's unique needs and client base.
Deploy
Seamless integration with your existing tools and processes—no disruption, just enhancement.
Optimize
Continuous monitoring and refinement to ensure maximum ROI and sustained growth.
Your Results, Guaranteed
We guarantee 2× ROI in 12 months or we'll keep working for free until you get the results you want.
That's Our Commitment to You