AI consulting and implementation for insurance agencies.
We learn how your agency runs, find where AI fits and estimate what it's worth. Then we help you implement it, or implement it for you.
12-person agency on EZLynx
Applied Epic
How we work.
The same four steps whether you start with one team or the whole agency.
Understand
How work moves through your agency: team, AMS, and where the hours go.
→ A clear picture of your operationsFind opportunities
Where AI can take work off your team, across the business.
→ A ranked list of opportunitiesEstimate the gain
Rough hours back, capacity freed and speed gained for each one.
→ An estimate before you commitImplement
We guide your team, build it for you, or both.
→ AI running inside your systems, checked by your peopleKnow the gain before you build.
Every opportunity comes with a rough estimate: hours back, capacity freed, work done faster. You decide what's worth doing.
Example: 12-person agency on EZLynx, mostly personal lines
Your estimate comes from your own volumes and how long tasks take today. It's a range, not a promise.
Results from agencies we've worked with.
Our team has run service operations for 50+ insurance agencies over the years. These are results we measured along the way.
AI now does more than 40% of the service work
Across a multi-agency service operation, AI went from doing none of the completed service tasks to about 44%.
Read the case study → Operations ~½ cost per task, March to June 2026Cost per task cut roughly in half in three months
Once every task was timed, the operation could see what each one cost, then bring that cost down.
Read the case study → Operations 2.8M policies reconciled into one book57% of customer records turned out to be duplicates
Bringing 59 agencies' books from 9 systems into one showed how much of the data was repeated or missing.
Read the case study → Service ~9x faster to copy a full client fileMoving a client file between systems: from over a minute to 7 seconds
A service team copied policy details between carrier portals and the AMS all day. Most of that re-keying is gone.
Read the case study →Where we usually find opportunities.
A few examples by part of the business. Yours will depend on how your agency runs.
Service
Endorsements, certificates and the client inbox.
For example: Endorsement intake Examples in service →Renewals
Renewal comparisons, remarket prep and renewal letters.
For example: Renewal comparison Examples in renewals →New business
Quote intake, ACORD forms and lead follow-up.
For example: Quote intake Examples in new business →Claims
First notice of loss and client status updates.
For example: First notice intake Examples in claims →Accounting and billing
Commission reconciliation and past-due follow-up.
For example: Commission reconciliation Examples in accounting →Operations and AMS
AMS conversions, data clean-up, SOPs and remote staff.
For example: AMS and data conversion Examples in operations →Implementation: we guide, build, or both.
Some agencies want a plan they can run themselves. Others want us to build it. You choose, and you can change your mind.
We guide you
A plan your team can run.
- Which workflows to automate first
- The tools that fit your AMS and budget
- Rules for client data and AI
We implement
A forward-deployed engineer builds it inside your agency.
- Works in your email, AMS and documents
- One workflow at a time, tested with your team
- Your people review before anything goes out
Both
We plan it, build it and hand it over.
- One team from plan to running
- SOPs your team can run without us
- You decide how far we go
From a 5-person agency to an enterprise.
The same approach at every size. What changes is where we start.
Small agencies
AI on the daily tasks that land on the owner. One workflow, live in weeks.
Growing agencies
Service and renewals first. SOPs and checks so AI and remote staff work the same way.
Mid-size agencies
Workflows across teams and branches. AMS clean-up or conversion when it's in the way.
Large and enterprise
Engineers embedded with operations. Acquisitions brought onto one way of working, with governance.
AI your E&O carrier would sign off on.
Every build follows these rules, whether your team already uses ChatGPT or not.
The risks
What we set up
Agencies come to us with questions like these.
“Can AI compare every renewal to the expiring policy before our CSR looks at it?”
Renewal comparison“Can AI prep our endorsements so our CSRs only check and submit?”
Endorsement intake“Can AI fill ACORD forms from the client's email?”
ACORD pre-fill“Can AI match our carrier commission statements to our AMS?”
Commission reconciliation“Our team pastes client data into ChatGPT. How do we set up AI safely?”
Safe AI setup“We're moving from EZLynx to Applied Epic. What should we do first?”
AMS and data conversion“Which workflow should we hand to AI first?”
Guidance“How do we make sure our VA's work is right before it reaches a client?”
Remote staff and VAsThe free consultation.
One video call with someone who has run agency operations. No slides, no prices.
How it runs today, in your words. Team, AMS, the work that piles up.
The tasks that eat the most hours, and what you've tried. Screen-share if it helps.
We send the 2–3 best opportunities we see, each with a rough estimate of the gain.
Questions agency owners ask.
Is the call really free?
Yes. 30 minutes, no cost and no obligation.
What do I get from the free consultation?
A 30-minute call, then a short note with the 2–3 best opportunities we see and a rough estimate of the gain for each. Yours to keep, whether you work with us or not.
How do you estimate the gain?
From your volumes and how long the work takes today. It's a range, not a promise. We firm it up before any build.
What is a forward-deployed engineer?
Someone who builds AI into your agency's own systems: your email, your AMS, your documents. They work with your team one workflow at a time and hand over each one when it runs.
Do I have to hire you to implement?
No. Many agencies only want guidance and run it themselves. Others want an engineer hands-on. Some want both.
Is our client data safe?
We build on business accounts under your agency, with written rules for what goes into AI. Your licensed staff approve the work before it reaches a client or carrier.
Which AMS do you know?
All the major ones: Applied Epic, AMS360, Sagitta, EZLynx, HawkSoft, NowCerts, QQCatalyst, Applied TAM.
Do you need access to our systems?
Not for the call. If a screen-share helps, you choose what to show. For a build, you set the access and can remove it anytime. We never ask for passwords by email.
Book a free 30-minute call.
Tell us what's going on. We reply within one business day with times that work.
- 30 minutes, free, no obligation
- Your top opportunities and a rough estimate after the call
- Straight answers from agency operators