For Independent Insurance Agencies

You know you need AI.
You just don't know where to start.

Most agency principals we speak with are aware of AI. Almost none have a clear plan for it. We map exactly where your team is losing time and build the workflows to get it back.

See where you're losing time How it works

Free consultation → Business Systems Review CHF 950 → Implementation Sprint CHF 3,500

Fixed scope · No software to buy

45%

of independent agency principals say they don't know enough about AI to make a business decision about it

2–4h

per day the average agency team spends on repetitive client emails and follow-up that could be automated

31%

of agencies are not using AI at all — while two-thirds plan to increase usage in the next 12 months

The real problem

The tools exist.
The gap is knowing which ones, for what.

Enterprise AI platforms are built for carriers and large brokerages with IT teams and six-figure implementation budgets. They're not built for you. Your agency runs on relationships, judgment, and bandwidth — and right now, too much of that bandwidth goes to work that shouldn't require a human at all.

Quote follow-up leaking revenue Prospects go cold while your team handles everything else first.
Renewal emails written from scratch, every time The same message, slightly different. Repeated hundreds of times a year.
New client intake still on the phone 30 minutes per new client to capture information that a form could collect in three.
No clear starting point for AI You've looked at the tools. The options are overwhelming and none are built for an agency your size.

Where do they start, how to adopt it, ease of use, risks, and responsible change management — these are the questions agents keep asking.

Kasey Connors, Executive Director — Big I Agents Council for Technology

of independent agency principals have actually implemented an AI solution

66%

plan to increase AI usage in the next 12 months — without a clear plan for how

Who this is for

Built for the agency principal who runs the business and works in it.

Not for carriers. Not for enterprise brokerages. For the owner-operator who knows their team is working harder than the revenue justifies — and suspects some of that work shouldn't exist.

Size

5 to 30 staff

Small enough that every hour matters. Large enough that manual processes have compounded into real inefficiency.

Situation

High email and follow-up volume

Your team spends a meaningful part of every day on communication that follows the same pattern, every time.

Mindset

AI-curious, not AI-committed

You're not looking for a technology overhaul. You want to know: what should we actually do, and what will it take?

How it works

A clear plan.
No software to buy.

We don't sell platforms. We don't add tools for the sake of it. We spend time inside your actual workflows, identify exactly where the manual work is heaviest, and hand you a written action plan you can implement immediately — with or without us.

Business Systems Review

A focused session — in person or remote — walking through your current operations. Quote follow-up, client intake, renewals, internal communications. We map where time is going.

90 minutes · fixed price

Written action plan

A clear document identifying your top three to five automation opportunities, ranked by time saved and implementation effort. No jargon. No vague recommendations.

Delivered within 48 hours

Implementation — your call

You take the plan and run with it internally, or we build it for you in a focused Implementation Sprint. Either way, the review stands on its own.

No retainer required

What we build

Concrete workflows, not slide decks about AI strategy.

When agencies move from review to implementation, the work is specific and practical. These are the workflows we build most often for agencies your size.

AI-assisted quote follow-up sequence — email and SMS draft templates with automated triggers
Client renewal communication workflow — personalised at scale, no manual drafting
New client intake form with automatic summary to your AMS
Internal SOP documentation built with AI — searchable, updatable, staff-ready
Staff prompt library for daily client communications

Early clients

What principals say after the review.

"I'd been telling myself we'd sort out the follow-up process for two years. The review made it concrete. We had three things to fix, and we knew exactly how to fix them. One afternoon of work and it was running."

Independent agency principal

Personal lines · Texas

"I expected a pitch for some new software platform. Instead I got a two-page document that was more useful than six months of researching AI tools on my own. We implemented two workflows before the end of the week."

Agency owner

Commercial & personal lines · Florida

Get started

Find out exactly where your agency is losing time.
In 90 minutes.

A fixed-price Business Systems Review for independent insurance agencies. Written action plan included. No software to buy. No retainer required.

Book your Business Systems Review

Fixed price · Delivered within 48 hours · No obligation to continue

You know you need AI.You just don't know where to start.

The tools exist.The gap is knowing which ones, for what.