Build Systems That Work as Hard as You Do
Complete AI automation solutions designed specifically for insurance agencies. No generic SaaS—just what you need to close more deals.
AI Automation Systems
What It Solves
Stop wasting 15+ hours/week on manual data entry. Our AI automation hubs connect your AMS, CRM, email, quoting tools, and carrier portals into one seamless system.
How It Works
- We use n8n (open-source workflow automation) to build custom workflows
- Data flows automatically between systems—no more copy-pasting
- Trigger actions based on events (new lead → auto-send quote → follow-up email)
Example Use Cases
Lead Capture
Auto-populate CRM when a lead submits a web form
Data Sync
Sync policy data from AMS to accounting software
Renewal Reminders
Send reminders 30/60/90 days before expiration
Example Use Cases
After-Hours Leads
AI qualifies, books appointment, notifies you
Appointment Reminders
Outbound calls 24 hours before meeting
Cold Lead Follow-Up
Follow-up calls to leads who didn't respond to email
Voice Assistants
What It Solves
Never miss a lead again. Our AI voice assistants answer calls 24/7, qualify prospects, book appointments, and send follow-ups—all while sounding human.
How It Works
- Custom-trained on your agency's FAQs, products, and tone
- Integrates with your CRM to log call notes and schedule callbacks
- Outbound capabilities for appointment reminders, policy reviews, and renewals
Custom Dashboards
What It Solves
Stop digging through spreadsheets to find your numbers. Get real-time visibility into your pipeline, conversion rates, and team performance.
How It Works
- We build dashboards that pull data from your AMS, CRM, and other tools
- Visualize key metrics: lead response time, quote-to-bind ratio, revenue by LOB
- Mobile-friendly so you can check performance on the go
Example Dashboards
Pipeline Dashboard
See every lead, quote, and policy in one view
Team Performance
Track producer activity and commissions
Marketing ROI
Measure which lead sources convert best
Example Integrations
AMS → CRM
Sync Applied Epic policies to HubSpot CRM
Lead Alerts
Auto-create Slack notifications for high-value leads
Accounting
Push new policies from AMS to QuickBooks
Compatible with 200+ tools including:
Tech Stack Integration
What It Solves
Your AMS, CRM, email, and quoting tools don't play nice together. We make them talk so your data flows seamlessly across every system.
How It Works
- API integrations (REST, SOAP, webhooks)
- Data mapping and transformation
- Error handling and logging
Transparent Pricing
No hidden fees, no surprises. You own everything we build.
One-Time Build
Custom automation systems built for your agency. You own everything—no recurring fees.
Monthly Retainer
Ongoing optimization and support to keep your systems running smoothly.
Hidden Costs
No setup fees, no surprise charges. What you see is what you pay.
From Discovery to Delivery
In weeks, not months.
Discovery Call
30 min, free
Audit & Proposal
1 week
Build
2-4 weeks
Training
1 week
Support
Ongoing
Free discovery call • No commitment