You named the work that hurts: onboarding takes too long, work falls between hands, and you can't see what's happening across the agency. Phase 1 deploys nine agents in 30 days that close exactly those three gaps — onboarding accelerated to days instead of weeks, every handoff orchestrated through one platform, and a real-time performance view across every active workflow. Six more agents go after the time-eats specific to a 130-year independent agency running 40+ carriers across 5 states: COI requests, quote comparison, renewal intelligence, lead response, AMS hygiene, and cross-sell identification. Phase 2 activates the full compliance surface (GLBA, FTC Safeguards, multi-state insurance regulatory, HIPAA, E&O documentation, surplus lines) and the communication layer that moves intelligence between the hub and your team. Phase 1 proves it. The rest is your call.
You named three pain points: onboarding delays, too many manual handoffs, and lack of visibility into performance. You also named the bottleneck — data entry and CRM hygiene. Phase 1 deploys nine agents that close those gaps directly: three target the pain points you named, one targets the bottleneck, and five address the time-eats specific to a 130-year independent agency running 40+ carriers across 5 states. Phase 2 activates the full compliance surface (GLBA, FTC Safeguards, state insurance regulatory across TN/KY/IL/MO/AL, HIPAA for the group health book, E&O documentation, surplus lines tax filings) and the bidirectional communication infrastructure that moves intelligence between the hub and every member of your team.
How the platform earns its keep. A single intelligence hub runs all nine Phase 1 agents from one place. New clients, lead inquiries, renewal signals, AMS data, and carrier responses flow in. Activated workflows, completed certificates, prioritized actions, and live performance metrics flow back out — and the hours your team currently spends on manual handoffs and CRM cleanup come back. One deployment. One place to look. One team to train.
19 agents across two phases. Phase 1 closes your three stated pain points and goes after the highest-value time recovery in an independent agency. Phase 2 completes the full regulatory surface and the bidirectional communication layer between the hub and your team.
On data handling. Every integration point, ingestion boundary, and credential model is mapped jointly during engagement kickoff. You control what flows in. We build to your specification under MSA.
Mission control for the agency. Live signal, agent health, and operational throughput — one workspace, all 19 agents, continuous visibility.
Two phases, transparent pricing. Phase 1 closes your three pain points and recovers 46–76 hours per week. Phase 2 activates the full compliance surface and the communication infrastructure. You commit to one phase at a time.
Phased commitment by design. You sign for Phase 1 and see production output in 30 days. Phase 2 only activates when you approve it. No bundled pricing, no long-term lock-in, no sunk-cost pressure. The platform earns the next phase — or it doesn't.
The math, stated plainly. Every agent absorbs a specific hour profile — conservative, defensible, derived from your stated pain points and from how a 51–75 person independent agency with a multi-state, multi-carrier book actually spends time. Blended loaded rate held at $55/hr (CSR + underwriter mix).
What a typical 30-day Phase 1 launch looks like. The full statement of work expands every milestone — deliverables, acceptance criteria, team responsibilities.
A 30-minute working session to confirm scope, map systems, and lock in Phase 1 boundaries before the Master Service Agreement. MSA follows within 3 business days of the session.