Trusted by 75+ agencies this year
AI revenue growth partner for agencies
Put your agency's growth on autopilot. By implementing AI technology and proven sales strategies backed by decades of experience we help you drive more new business and dramatically increase your bind rate.
Trusted by 75+ agencies this year
AI revenue growth partner for agencies
Put your agency's growth on autopilot. By implementing AI technology and proven sales strategies backed by decades of experience we help you drive more new business and dramatically increase your bind rate.
Trusted by 75+ agencies this year
AI revenue growth partner for agencies
Put your agency's growth on autopilot. By implementing AI technology and proven sales strategies backed by decades of experience we help you drive more new business and dramatically increase your bind rate.
What We Do
Results that speak for themselves
We use AI-driven solutions and a proprietary framework that dives deep into the heart of your agency to fix real, practical inefficiencies - not just theoretical ones that look good on paper, but actual ways to do what we do best - drive revenue & grow.
Tens of millions of dollars generated (and more saved).
98%
of clients saw increased revenue.
3.2x
average attributable client ROI.
Our Playbook
(Some of) what we can do
(Some of) what we can do
We take a look at opportunities to integrate AI then choose a list of seamless ways to integrate into your agency to drive revenue.
We take a look at opportunities to integrate AI then choose a list of seamless ways to integrate into your agency to drive revenue.
Automate High Volume Tasks
Generate COIs automatically with strict compliance, and other routine tasks.
Real-Time Tracking
Generate COIs automatically with strict compliance, and other routine tasks.
Automate High Volume Tasks
Generate COIs automatically with strict compliance, and other routine tasks.
Content Creator
We create a system that creates social media and blog content for your agency on autopilot.
Content Creator
We create a system that creates social media and blog content for your agency on autopilot.
Content Creator
We create a system that creates social media and blog content for your agency on autopilot.
Cold Outreach
Use our propreitary intent data to find clients looking to buy the policies you're selling.
Cold Outreach
Use our propreitary intent data to find clients looking to buy the policies you're selling.
Cold Outreach
Use our propreitary intent data to find clients looking to buy the policies you're selling.
Proactive Cross Selling
We run cross selling campaigns that instantly add to the bottom line using smart email tech and AI voice systems.
Proactive Cross Selling
Keep your analytics safe with advanced security and strong encryption.
Proactive Cross Selling
We run cross selling campaigns that instantly add to the bottom line using smart email tech and AI voice systems.
24/7 AI Voice Agent
Customers are greeted with a friendly voice system that auto-intakes their quote info and transfers the info to an agent. 24/7
24/7 AI Voice Agent
Customers are greeted with a friendly voice system that auto-intakes their quote info and transfers the info to an agent. 24/7
24/7 AI Voice Agent
Customers are greeted with a friendly voice system that auto-intakes their quote info and transfers the info to an agent. 24/7
AI Sales Intelligence
We build systems that transcribe all sales calls and analyze the content to reveal what sales strategies / scripts convert.
AI Sales Intelligence
We build systems that transcribe all sales calls and analyze the content to reveal what sales strategies / scripts convert.
AI Sales Intelligence
We build systems that transcribe all sales calls and analyze the content to reveal what sales strategies / scripts convert.
Get a tailored proposal for how we can integrate in your agency here
Get a tailored proposal for how we can integrate in your agency here
Integrating agencies with AI since 2020. Backed by over 25 years of experience as agency owners.
Integrating agencies with AI since 2020. Backed by over 25 years of experience as agency owners.
Our work
Case Studies
Case Studies
View just a few examples of the hundreds of agencies we've partnered with to take their business to the next level.
View just a few examples of the hundreds of agencies we've partnered with to take their business to the next level.
How it Works
Step 1 : we audit your agency to look for opportunities to integrate AI
We make a list of all the tools that will integrate seamlessly into your agency to save you money and drive revenue.
Identify ways to integrate AI that make sense
Take inventory of current tools used
How it Works
Step 2 : we implement the tools and train the staff on them
Let us work with your staff to implement new tools in a way that doesn't interrupt your current workflow and makes sense.
Done-for-you setup of AI tools that bring you new business and get more from current leads
Create sales playbooks, templates, and other assets. Train staff on how to get the most from them
Policies bound this month
+30%
Policies bound this month
+30%
Policies bound this month
+30%
Bind rate at your agency
+29%
Bind rate at your agency
+29%
Bind rate at your agency
+29%
How it Works
Step 3 : we optimize your tools and assets
We're your partner in making your agency run like a machine. We track what impact the tools and processes are having in your agency and meet with your team monthly to continuously improve your agency's metrics.
Client portal to track new policies, bind rate, and more with incredible accuracy
Iteration is everything
Our journey began with an agency
for agents. by agents.
Our journey began with an agency
for agents. by agents.
Testimonials
Trusted by top agencies
Whether you're a small team or you're a Fortune 500 addressing AI implementation - we are here to meet your goals
“We weren't really sure how to implement AI with our producers but didn't want to be left behind as many of the other big players were adopting. We were able to implement smoothly.”
Sarah Mitchell
Centisure
“We wanted to grow quickly after we acquired an agency. We immediately saw results on our bind ratio. This was one of the best investments I've made in 20 years of owning an agency.”
Rebecca Allen
Gulf Coast Insurance Partners
“I’ve worked with generic AI consultants before, but this team actually understands insurance. After two months they've already improved our client retention. We're ready to use them again”
James Carter
Allied Risk
“What impressed me most was their guarantee. We knew we weren’t taking a risk. The software they placed handle cross selling flawlessly, giving our producers more time to sell.”
David Thompson
Thompson Risk Management
“We weren't really sure how to implement AI with our producers but didn't want to be left behind as many of the other big players were adopting. We were able to implement smoothly.”
Sarah Mitchell
Centisure
“We wanted to grow quickly after we acquired an agency. We immediately saw results on our bind ratio. This was one of the best investments I've made in 20 years of owning an agency.”
Rebecca Allen
Gulf Coast Insurance Partners
“I’ve worked with generic AI consultants before, but this team actually understands insurance. After two months they've already improved our client retention. We're ready to use them again”
James Carter
Allied Risk
“What impressed me most was their guarantee. We knew we weren’t taking a risk. The software they placed handle cross selling flawlessly, giving our producers more time to sell.”
David Thompson
Thompson Risk Management
“We weren't really sure how to implement AI with our producers but didn't want to be left behind as many of the other big players were adopting. We were able to implement smoothly.”
Sarah Mitchell
Centisure
“We wanted to grow quickly after we acquired an agency. We immediately saw results on our bind ratio. This was one of the best investments I've made in 20 years of owning an agency.”
Rebecca Allen
Gulf Coast Insurance Partners
“I’ve worked with generic AI consultants before, but this team actually understands insurance. After two months they've already improved our client retention. We're ready to use them again”
James Carter
Allied Risk
“What impressed me most was their guarantee. We knew we weren’t taking a risk. The software they placed handle cross selling flawlessly, giving our producers more time to sell.”
David Thompson
Thompson Risk Management
Our blog
Explore insights and stay ahead
Explore insights and stay ahead
Our blog features insights from our team of consultants, who share their best practices on a wide range of topics.
Our blog features insights from our team of consultants, who share their best practices on a wide range of topics.
Our work
Our Packages
These are just a few ways we can help. From our signature packages to custom plans for enterprise clients we are here to grow your agency,
The Blueprint
One time setup for your agency
What's included
4 tools
Data backed sales playbook
Full audit of your agency's current systems
One software setup or AMS migration
Custom AI tool training manual for staff
The Blueprint
One time setup for your agency
What's included
4 tools
Data backed sales playbook
Full audit of your agency's current systems
One software setup or AMS migration
Custom AI tool training manual for staff
Most Popular
Growth
For agency teams that want to scale.
What's included
Everything in The Blueprint
Ongoing optimization and maintenance
Ultra Accurate Analytics in Client Portal (showing new business and bind rates)
Monthly training for staff
Setup of AI voice system for producers
Most Popular
Growth
For agency teams that want to scale.
What's included
Everything in The Blueprint
Ongoing optimization and maintenance
Ultra Accurate Analytics in Client Portal (showing new business and bind rates)
Monthly training for staff
Setup of AI voice system for producers
Optimize
Perfect for large agency workflows.
What's included
All Growth features
Monthly one on one calls with all sales staff showing data backed improvement ideas
Custom number of tools available
10000 cold email targeted leads provided
Advanced integrations with AMS
Optimize
Perfect for large agency workflows.
What's included
All Growth features
Monthly one on one calls with all sales staff showing data backed improvement ideas
Custom number of tools available
10000 cold email targeted leads provided
Advanced integrations with AMS