AI implementation for insurance agencies
Renewals, quotes, and policy changes are burying your team.
Your agents should be selling. Instead they are processing paperwork, chasing renewals, and re-entering data across carrier portals. AI can handle the admin. We implement it.
Sound familiar?
Renewals sneak up on you
Policies expire and nobody notices until the client calls asking why their coverage lapsed. Tracking hundreds of renewal dates across multiple carriers is a full-time job that nobody actually has time for.
Quoting across carriers takes forever
Every new quote means logging into 3-5 carrier portals and entering the same information over and over. Your agents spend more time on data entry than on advising clients.
Policy changes are manual and error-prone
A client adds a vehicle or changes an address and someone has to update it in the carrier system, the agency management system, and sometimes a spreadsheet. Things get missed.
Client communication is reactive
You hear from clients when something goes wrong. You are not reaching out proactively for coverage reviews, life changes, or cross-sell opportunities. The book just sits there.
How it works
Step 01
Quiz
Take the 2-minute quiz. We figure out where AI can save your agency the most time and money.
Step 02
Action Plan
Get a free action plan showing your biggest opportunities, what to tackle first, and the expected ROI on each.
Step 03
Build
We build and deploy the AI solutions. Automations, custom tools, integrations. Your assessment fee comes off the build cost.
The math
These are the kinds of inefficiencies we look for. Most businesses have at least two.
Missed renewals
$3,000+/mo
If even 2% of your book lapses because renewals were not tracked properly, that is recurring commission walking out the door every month. On a $2M book, that adds up fast.
Quoting time
$2,500+/mo
If your agents spend 10 hours a week entering the same data into multiple carrier portals, that is over $2,500 a month in labor that produces no new revenue.
Missed cross-sell
$2,000+/mo
If your average client has 1.5 policies when they should have 2.5, the revenue gap from unsold auto, umbrella, and life policies is real money you are leaving on the table.
What we implement
When the assessment finds something worth fixing, we build it.
What you get
We find at least $1,000/month you're losing. Or the assessment is free.
If we can't identify at least $1,000/month in recoverable time, revenue, or wasted spend, you pay nothing.
Who we work with
Questions
A 45-minute call where we walk through how your agency actually operates. Renewals, quoting, policy servicing, client communication. Within 48 hours you get a report showing every AI opportunity and the math on each one.
Yes. We build around Applied Epic, Hawksoft, EZLynx, AMS360, or whatever you use. The goal is to automate what you already have, not add another system.
Most projects take 2 to 6 weeks. Automated renewal reminders can be live in days. Full quoting automation takes a few weeks.
We build integrations where carrier APIs are available and workarounds where they are not. The goal is to reduce the data entry, not eliminate the carrier relationship.
The report is yours. We write it so anyone on your team can follow the recommendations.
In insurance agencies, usually more. Between missed renewals, manual quoting, and un-sold cross-sell opportunities, most agencies of 3 or more agents have well over $1,000 a month in fixable waste. If we cannot find it, the assessment is free.
See what AI can do for your business.
Start with the free quiz to see where your biggest opportunities are. Or book the full assessment and get a custom report with the math on every recommendation.