“I know AI matters. I can't see where it fits my agency.”
Every agency owner we talk to says a version of that. So we made the answer a product: a personalized roadmap of the exact AI moves for your agency — follow-up, quoting support, retention, back office — priced, sequenced, and compliance-aware. Built in 72 hours by a studio that runs AI operations inside a real independent agency.
$295 founding price for the first ten ($495 after) · 72-hour turnaround · full-refund guarantee
Generic AI advice doesn't know what a renewal is.
Advice written for "small business" doesn't know your world: quotes that go cold in 48 hours, renewals that walk out the back door quietly, consent rules with real teeth, producers drowning in re-keying between systems. Your roadmap is written in agency language, from agency operations — where the plays are follow-up speed, retention radar, quoting support, and a back office that stops eating your evenings.
The compliance part is not a footnote. Every outreach play ships with its consent gate spelled out — who you may contact, on what basis, what gets logged. We design compliance-gated outreach for a living.
8–12 plays for your agency. Each one a card.
What it is in plain English · the exact tools with monthly prices (vendor-neutral — we don't resell anything) · honest cost and return · buy-vs-build with vendor questions · sequenced Now / Near / Next. Delivered as your private live page + PDF, 72 hours after payment.
A live agency, not a lab
We run follow-up, quoting support, and retention systems inside a real independent agency. Your plan draws on what's actually working — anonymized, never named.
Fits your AMS & raters
Plays name tools that work with what you run today, and flag anything that would mean switching. No rip-and-replace fantasies.
AI × your book
The same AI is available to every agency. The advantage goes to the one that points it at a real book, real relationships, real renewal history — yours.
It doesn't rot
AI changes monthly. Living Roadmap ($95/mo, $950/yr) refreshes your plan quarterly and briefs you monthly on what changed for insurance.
And it comes with your client portal — board, play tracker, "do this for me" quotes from a human, and the Noval Guide, an AI assistant that knows your roadmap end to end. Try the sample portal →
Consultant depth. Product price.
A consultant AI audit typically runs thousands of dollars and weeks of calendar time. Yours takes 72 hours.
The first 10 roadmaps go for $295 — after the first ten, the price is $495. In exchange, we'll ask (not require) an honest testimonial. When they're gone, they're gone.
The Roadmap
For the owner who wants the plan
Founding · first 10 · $495 after
- 8–12 plays written for your agency, priced and sequenced
- Private live page + PDF, 72 hours after payment
- Client portal with tracker and the Noval Guide
Roadmap + Strategy Call
For the owner who wants it walked through
One engagement · everything included
- Everything in The Roadmap
- 45-minute working session walking the plan together
- 30 days of email questions after delivery
The guarantee: "If your roadmap doesn't name at least 5 moves specific enough to start Monday morning, tell us within 14 days and we refund every dollar."
Asked and answered straight.
Is AI outreach even allowed in insurance? +
Will this work with my AMS, my raters, my carriers? +
My book is my moat. Does AI change that? +
What if I want the plays built, not just planned? +
Know your agency's next move.
Start with the free 3-minute Scan, or go straight to your roadmap. 72 hours from now, you could be holding the plan.
$295 founding price · 72-hour turnaround · full-refund guarantee