Slow first response
The client who waits a day for a quote has already bought elsewhere.
AI for insurance & financial services
Faster quotes. Smoother renewals. More time to advise.
Quoting, renewals, document chasing and service requests pile up while your advisors try to grow the book. We build AI that responds to new enquiries instantly, prepares quotes and renewals, processes documents and handles routine client service, with your people making every decision that matters.
Free 30-minute callWritten plan in 24 hoursNo obligation
Example run
Insurance & financial services
Renewal due in 60 days · Commercial fleet policy
- Client contacted for updated vehicle list
- Claims history and changes collected
- Market comparison drafted
- Advisor review meeting booked
OutcomeRenewal ready 6 weeks early instead of 6 days
Built forInsurance brokers and agenciesMortgage brokersWealth and advisory firmsLendersAccounting-led financial services
Sound familiar?
Where the time and money go.
Renewals are a scramble
Remarketing starts too late, and good clients get lost.
Paperwork everywhere
Applications, statements and IDs are collected and keyed by hand.
Service requests drown advisors
Certificates, changes and 'quick questions' fill the day.
What we'd build
AI built for insurance & financial services.
Every system is built around your process and connected to the software you already use. We start with whichever pays back fastest.
Lead response and fact-find
New enquiries answered in seconds, with the information you need collected before the first call.
Quote and renewal preparation
Renewals started early, data gathered, and comparisons drafted for advisor review.
Document processing
Applications, statements and ID documents read, checked and entered into your systems.
Client service assistant
Routine requests handled any time, with anything advisory sent to a licensed person.
Want to see which one would pay back fastest for you?
Book your free AI auditHow it works
Live in weeks. Owned by you.
- 01Free · 30 minutes
Audit
We find what's worth automating.
A 30-minute call to understand how your business runs. Within 24 hours you get your AI Opportunity Map: where AI fits, what each opportunity is worth, and what we'd build first, with a fixed price. It's yours to keep, whether you work with us or not.
- 02Fixed price · Most go live in 2–6 weeks
Build
We build it with your team, not around them.
We build and test on your real data, with your people in the loop. You see progress every week, approve everything before it touches a customer, and your team is trained before launch, free.
- 03One monthly fee · No long contracts
Run
We run it, cover the AI usage and keep improving it.
One monthly fee covers hosting, AI usage, monitoring and support, plus improvements as your business changes. Month to month. If you ever leave, the system stays with you.
Will the AI give financial advice?
No. It collects information, prepares documents and answers service questions. Advice and decisions stay with your licensed people.
Is it compliant?
We design each build around the regulations you work under, keep a record of every automated action, and keep humans in control of anything regulated.
Does it work with our agency or CRM system?
Yes. We connect to the management systems and CRMs brokers and advisors use.
How much does it cost?
Builds start from $5,000 and are always fixed price, quoted after your audit. Larger, multi-system projects cost more. After launch there's a monthly fee that covers hosting, AI usage, monitoring, support and improvements. You'll know every number before you commit.
Who owns what you build?
You do. The code, the data and the accounts belong to your business. If you ever stop working with us, the system keeps running and stays yours.
See what AI could do for your insurance & financial services business.
In 30 minutes we'll show you where AI fits, what it's worth and what we'd build first. Free, with no obligation.
Free 30-minute callWritten plan in 24 hoursNo obligation