Take the Busy Out of Business

Custom-built automations for insurance operations that eliminate chaos, not add to it.

 

 

 

 

 

 

Meet Jess Harper

Jess Harper is the smart, overworked COO of a growing insurance agency. She’s the glue holding patchwork processes together. But as her team grows, so do the cracks in her systems. Scaling feels impossible—especially when every tool seems to make things harder.

AI - JESS THE OCTOPUS

Duct Tape Isn’t a Strategy...

She’s surrounded by broken workflows, bloated tools, and a team stuck between sticky notes and Slack.

Budget meetings force her to show ROI for every dollar spent.
Quoting chaos and endless data re-entry waste valuable time.
Nothing plays nicely with Applied Epic or Vertafore.
Team morale sinks with every “solution” that only adds more complexity.

Duct Tape Isn’t a Strategy

AI is already helping manufacturers save time and money by monitoring machines to predict maintenance needs and analyzing production schedules to reduce delays. It also improves quality control by detecting flaws faster than manual inspections, cutting waste, and ensuring high standards. Additionally, AI simplifies supply chain management by forecasting demand and organizing inventory to avoid bottlenecks.

 

 

 

 

We Know the Struggles of Insurance Operations

We’re not just another shiny SaaS product. We’re a team of AI builders and automation architects who come from the world of insurance. We speak your language, understand your challenges, and design solutions that fit inside your workflows, not around them.

You’re not looking for one more tool—you’re looking for one less fire to put out. I get it. Let’s walk through this together.
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AI - Agency Owner

HERE'S HOW WE LIGHTEN THE LOAD

IA | How We Lighten The Load v2

Schedule a 20-Minute Fit Call

Not a demo. Not a pitch. Just a calm conversation to explore how we can make your team’s day easier.

BREAK FREE FROM BOTTLENECKS AND BUILD FOR SCALE

Don’t let another quarter slip by duct-taping operations together. Every delay is costing you more than you realize.

Missed Revenue
Stalled quotes and slow approvals mean opportunities slipping through the cracks.

Team Burnout
Talented employees get frustrated when stuck in broken processes—eventually, they look elsewhere.

Operational Chaos
You’re building a business on stress, not systems. That’s not scalable, and it’s not sustainable.

AI - Break Free From Bottlenecks

Be the Leader Who Transforms the Chaos

Imagine a day when your CSRs aren’t buried in COI requests. Instead, they’re focused on delivering real value. Renewals and cross-sells don’t require reminders—they’re triggered automatically, right on time.

Your producers are back to doing what they do best: selling. No more digging through spreadsheets or chasing paperwork.

And you? You’re remembered as the leader who brought calm to the chaos, clarity to the confusion, and confidence to the team. This is what happens when you stop patching problems—and start transforming processes.

AI _ Business Leader

Book Your Free Discovery Call

Start streamlining your insurance operations. Schedule a call to see how automation can simplify quoting, onboarding, COIs, and more—freeing your team to focus on clients.