Pick one, or let the audit tell us which.
Each service names the problem and what I do about it. Ask about any of them and I'll quote it in writing.
Where each service works.
- Stage 1 of 5WinLeads and prospects
- Stage 2 of 5SubmitApps and carrier data
- Stage 3 of 5ServiceThe daily desk
- Stage 4 of 5RenewRetention
- Stage 5 of 5Get paidAccounting
The COI desk
Certificate requests eat the service team's day.
I set up certificate drafting around the tools you already have, for a licensed person to approve. It chases missing information, reissues on renewal, and files everything. Where nothing fits, I build the missing piece.
How far you take it.
Starter
Know what you have, set the rules, train the team.
Start anywhere; the audit shows where. Each service is quoted separately.
I work around the system you run.
- Claude
- MCP
OpenClaw
Hermes Agent- Python
- Supabase
- PostgreSQL
- HubSpot
- Zapier
- Gmail
- React
Clay
Names and logos belong to their owners. I'm independent, with no affiliation or endorsement implied. I confirm access to your system during the audit.
The full list.
Foundation
Start here. These make every later tool safer and easier to run.
AI readiness audit
You don't know what you already own, what staff are using, or where the hours go.
I map how work moves through your agency, inventory every tool and account, and find the AI already inside your management system that you aren't using. I rank the opportunities with expected hours saved, worked out from your own numbers. Then I draft your AI policy and hand you a 90-day plan.
AI use policy and approved tools
Staff paste client data into personal chatbot accounts, and nothing is written down.
I write the policy, the approved-tool list and the data rules. I set up company accounts, onboard new hires, and keep all of it current.
Team assistant rollout
Everyone uses AI differently, if at all.
I choose one platform and set up company accounts. I build role-based prompt libraries for service, producers and accounting, then train the team.
Switch on your management system's built-in AI
You pay for AI features nobody turned on.
I find what your package already includes, turn it on, train your staff, and track new releases.
Workflows
One job at a time, set up around the system you already use.
The COI desk
Certificate requests eat the service team's day.
I set up certificate drafting around the tools you already have, for a licensed person to approve. It chases missing information, reissues on renewal, and files everything. Where nothing fits, I build the missing piece.
AI receptionist and phones
Missed and after-hours calls, and routine service calls tying up staff.
I choose and set up an AI phone line that logs calls to your management system and hands off what needs a person.
Renewal review and client email
Renewals don't all get a full review, and client emails get written at 9pm.
I set up policy checking and drafted renewal emails that your team reviews before they go.
Application and submission intake
The same risk data is retyped into carrier portals.
I set up digital applications and intake so the data is entered once.
Commission reconciliation
Carrier statements are matched by hand and commissions go missing.
I set up statement matching against your policies, and I monitor it.
Sales follow-up and CRM automation
Leads and renewals leak through the cracks.
I build the follow-up sequences, tasks and reminders your sales process needs.
Loss runs and document extraction
Loss runs and policy documents are read and summarized by hand.
I extract the data into a standard format and check it against your system.
Advanced
For when the standard tools stop short.
Business memory layer
What the agency knows lives in inboxes and people's heads.
I build a shared knowledge base across email, files and notes, so your tools and your team work from the same facts. This requires a signed data agreement.
Custom agents
Nothing off the shelf fits your workflow.
I design, build, host and maintain an agent for it, with a licensed person approving anything that goes out.
Integrations and data connections
Your tools don't talk to each other.
I set up read-only access to your management system and mailbox, and write results back so there is an audit trail.