The AI readiness audit
Find out where your agency's AI hours are.
A fixed-fee look at how work actually moves through your agency, and which AI tools are worth having. You keep everything it produces.
01What you get
What the audit delivers.
- 01A map of how work actually moves through your agency
- 02An inventory of every AI tool and account in use, including personal ones
- 03The AI already inside your management system that you aren't using
- 04A ranked list of recommended systems, with expected hours saved calculated from your own volumes
- 05A draft AI use policy
- 06A 90-day plan
The audit is a fixed fee, credited toward onboarding if you continue. I quote it in writing before we start.
Who it's for
- —Independent P&C agencies with roughly 5 to 30 staff, starting in the Triangle
- —Principals and operations managers who want one person to own AI
- —Agencies that tried a tool that didn't stick, and want to know why
What I'll ask you
- How work arrives. Where requests come from and who touches them.
- Your systems. Which management system, mailbox and carrier portals you use.
- Your volumes. How many certificates, calls, renewals and applications in a typical week.
- Tools in use. What you've bought, what staff use on their own, and what you've dropped.
- Your rules. What must be approved, and what data must stay put.
- Your goals. Where the team's time should go instead.
02Book
Book your audit.
I'll read your website before we talk. If it isn't a fit, I'll say so.