Not theory. Not a demo of somebody else's business. We sit down, go through your agency, find where the time is actually going, and map out exactly where AI fits and what it saves you.
Three parts. You do most of the talking in the first one.
Quoting, renewals, certificates, endorsements, service email, carrier submissions. Every agency has a pile that eats the week. We figure out which one is yours and what it is costing you.
Live, on the screen. Not slides. You see the work your team does by hand happen in front of you, so your brain starts connecting it to your own agency instead of taking my word for it.
What to automate first, what to leave alone, what it takes, and what it is worth. In order, with the highest impact at the top.
The plan is yours. Build it with me, hand it to somebody else, or let your nephew build it.
Most agencies are paying twenty bucks a month for ChatGPT and using it like a fancy Google search. That is a truck being used as a mailbox.
Being honest about it saves us both two hours.
You run an independent agency with 5 or more people in the office
Your team is quoting, servicing, renewing, documenting all day
You have tried ChatGPT and nothing actually changed
You can make the call without a committee
You are solo, or it is just you and one assistant
You want somebody to hand you a finished system today
You are looking for a free consultation
You already have an AI person on staff doing this
Payment is taken when you book, so the time is actually held. $299, charged as you confirm. Block the full two hours, do not sandwich it between two other things.
Calendar not loading? Open it in a new tab
▸You will get a receipt, a confirmation and a calendar invite immediately. Need to move it? The reschedule link is in that email.
It keeps the tire kickers out. Everybody who books shows up ready to work, which is what makes the two hours worth something. You are paying for somebody to dig into your agency and hand you the plan. A consultant charges that for the intro meeting where they tell you about themselves.
No. It is two hours of work and you keep the output. If it makes sense at the end to keep going together, we will talk about it. If it does not, you still walk away with the map. That is the deal either way.
Completely. ChatGPT is a chatbox. You type, it answers, you close the tab, nothing changed. What I install is a system that knows your agency, writes in your voice, and does the work. Same family, different machine.
Neither am I. I have never written a line of code professionally and I have built production software with this. If you can have a conversation, you can use it.
You, and whoever actually runs the day to day. Usually that is the owner plus the operations manager. The person who feels the pile is the person with the answers.
Nothing prepared. Come ready to talk about the boring stuff: the pile, the report nobody wants to run, the thing your team complains about. That is where the money is.