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Professional Services · Colorado

AI revenue systems for insurance agencies.

Quote requests that go unanswered become someone else's policy.

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The problem

Where the money goes in this business

Shoppers request quotes from several agencies at once. The one who responds first and follows up usually writes the policy.

Renewal dates are the most valuable follow-up trigger in the business, and they're entirely predictable.

Where your leads come from

Every channel feeds one system

  • Google search
  • Lead vendors
  • Phone
  • Website form
  • Referrals
What gets asked before you pick up

Qualified before it reaches you

  • Line of coverage
  • Current carrier and renewal date
  • Basic risk details
  • Timeline to switch
  • Preferred contact method
The system

What we'd build

The same seven stages, tuned to how your trade sells.

  1. 1

    Capture

    Every way a customer can reach you, in one place

    • Website
    • Google
    • Facebook
    • Instagram
    • Phone
    • SMS
  2. 2

    Respond

    Answered in seconds, not hours

    • AI receptionist
    • AI chat
    • Instant SMS
    • Voice AI
  3. 3

    Qualify

    The right questions asked before you pick up the phone

    • Service needed
    • Budget
    • Location
    • Timeline
    • Job details
  4. 4

    Organize

    Nothing lives in someone's head or someone's texts

    • CRM
    • Lead scoring
    • Pipeline
    • Conversation history
  5. 5

    Follow up

    The part almost everyone skips

    • SMS
    • Email
    • Calls
    • Reminders
    • Reactivation
  6. 6

    Convert

    From interested to booked and paid

    • Appointment
    • Estimate
    • Sale
    • Payment
  7. 7

    Retain

    The cheapest job you'll ever book is one you've already done

    • Review request
    • Repeat business
    • Reactivation
    • Referral

Retain feeds straight back into Capture — a finished job becomes the review, the referral, and the repeat customer that starts the loop again.

An example

What a new lead looks like

  1. 10:32 AM
    Customer submits the form on your website
  2. 10:32 AM
    AI texts them immediately

    Hi Mike, thanks for reaching out. What coverage are you shopping for?

  3. 10:33 AM
    AI qualifies the job

    Thanks. Who are you with currently, and when does the policy renew?

  4. 10:33 AM
    Lead lands in the CRM, scored, with the full conversation attached
  5. 10:34 AM
    You get a notification with everything already answered
  6. 10:35 AM
    Customer books the appointment themselves
  7. After the job
    Automatic follow-up, then a review request

An illustration of how the system handles a lead. Not a real customer.

Same vertical

Other professional services businesses we build for

Law FirmsDental PracticesMed Spas

Find out what it's costing you

The free audit looks at your actual channels, your actual follow-up, and your actual customer list — then tells you what's worth fixing first.

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