For independent insurance agencies in Austin
Stop re-keying client data and letting renewals sneak up on you.
You've already found some wins with ChatGPT or Claude. But something tells you it could do a lot more.
- Free
- Under an hour
- No pitch
No pitch. You leave with the first job to hand to AI.
Where the hours go for independent insurance agencies
Your team does these jobs by hand again and again, and the hours add up.
- Renewals sneak up and get re-shopped by hand
- Quoting means re-entering the same data in several carrier sites
- Certificate of insurance requests pile up
- Follow-up on quotes that never closed
- Collecting documents for new policies
Calibrate your tech, marketing and operations with the system I run my own business on.
I'm here in Austin. I used this same system to build Schedule Wrangler, the scheduling software real preschools run their staffing on.
How we Calibrate Your Business
You walk me through how your week really goes. I do the building, and what we build is yours.
1. Discovery
We find your biggest opportunity.
2. Mapping
We rank your pain points by the time they'd save.
3. Calibration
We fix your top pain points with AI, and optimize your procedures as we go.
4. Acceleration
You take what we've built and run with it.
The tools independent insurance agencies already run on
You know these tools best. I keep what earns its keep and cut what doesn't.
- Your agency management system
- Carrier portals
Example Calibrations
What should an insurance renewal reminder include?
A reminder could name the policy, its renewal date and what to review with the client, ready for you to send.
How do I keep certificate of insurance requests from piling up?
A request could be checked for the holder details and wording it needs, then sit ready for your sign-off.
How should an insurance agency's quoting workflow run?
Client details could be captured once and carried into each quote, so the same fields are not retyped in every carrier site.
Agreed target, or your money back
Before I build anything, we write down the task, the hours it takes today, and the hours it should take when I'm done. If the build doesn't hit that number, I fix it. If I can't, you get 100% of your money back.
Find the first job to hand to AI
In a free call we go through your week together. You leave knowing which job to hand to AI first.