Custom AI builds
Custom AI builds for small business.
Every business runs on work nobody has time for. We build small, practical AI systems that take one of those off your plate. You own the tool, it plugs into what you already run, and it comes with the guardrails your industry expects.
What we can build for you
Renewal Retention Kit
Flags at-risk P&C renewals and drafts plain-English rate-increase explanations and reshop summaries in your voice.
Document Chaser
Friendly automated follow-up for updated sales/payroll figures, signed apps and loss runs. Stops when the document arrives and keeps a follow-up log for your team.
Speed-to-Lead + Dead Book
Drafts replies to new leads and helps with appointment follow-up, using the channels and permissions agreed with your agency.
COI Desk
Collects certificate requests and prepares drafts for an authorized person to review. Your team controls approval and issuance.
Client Front Desk
Helps with approved routine information and routes coverage, claims and uncertain questions to your team.
Marketing Engine
Google Business Profile cleanup, review requests after claims and renewals, and a monthly client newsletter in your voice.
AEP Surge Pack
For Medicare shops: appointment reminders, scope-of-appointment tracking and follow-up sequences for AEP season, logistics handled for you.
Workflow Scan
Map the repetitive work in your week and choose a practical first build.
Anything else - tell us what you need
The list above is a starting point, not a limit. Custom builds, integrations with your AMS, CRM, email or phone system, internal tools, client-facing portals - if you can describe the headache, we can scope the fix. Email us and we'll work out a quote or a fixed price together.
Tell us what you need. We'll scope it.
No pitch, no pressure - email [email protected] and tell us what you're dealing with. We'll come back with a quote or a fixed price, and if we're not the right help, we'll say so.