An inquiry needs an owner
Trace a new request from inbox to follow-up. Check existing AMS tasks and reminders before choosing another tool.
AI Roadmap for insurance agencies
Find where AI fits in your agency.
Follow-up, renewals, double data entry: get a plan built around your AMS and your team, with honest costs and first moves your staff can start this week.
The sample plan is for a fictional agency, so you can see every detail before you buy.
Where to start
Start with the work your team knows.
A waiting quote and a renewal review need different first moves. Here’s where most agencies start.
Renewals need preparation
Consider a review queue built from confirmed dates and missing information. Keep coverage decisions and customer advice with your licensed team.
The same facts get entered twice
Map one handoff between systems. Confirm vendor access, field compatibility, and a way to check errors before considering a connection.
Inside the plan
Here’s what one move looks like.
Every move in your plan spells out the first step, the tool, the cost, who stays in charge, and how you’ll know it worked.
Read the complete sampleThe sample plan is for a fictional agency, so you can see every detail before you buy.
Sample move
Give each new inquiry a next step.
An example, not a promised result.
- First move
- List the ways an inquiry arrives, name its owner, and agree when it needs a reply.
- Use first
- Inspect the task and reminder features in the AMS and inbox you already use.
- Cost check
- Confirm feature access, setup time, and any added subscription or usage charges.
- Keep human
- A person approves customer messages, coverage advice, and commitments. Check permissions before outreach.
- Measure
- Use fictional inquiries to test the handoff, then measure response time in an approved pilot.
Your plan is built from your intake. No savings are promised.
How it works
Twenty minutes in. A plan in 72 hours.
No sales call needed. Tell us how the work happens, and the plan fits your tools, people, and budget.
Describe the work.
Allow about 20 minutes for the intake. Share your workflow, tools, constraints, and budget. Describe the process without confidential customer records or passwords.
Confirm your order.
Secure checkout opens once your intake is saved. Your 72 hours start when payment clears.
Choose your first move.
Receive your reviewed Roadmap in a private workspace. Read or print the plan, track progress, and use your clarification round to resolve questions before you act.
Choose your support
The complete plan. A call if you want one.
The Roadmap includes what you need to understand the recommendations and take a first action. The working session is optional.
No subscription is required. Software subscriptions, setup, integrations, and implementation are separate. Additional work requires an agreed scope and price.
The actionable-plan guarantee
If your roadmap doesn't name at least 5 moves specific enough to start Monday morning, tell us within 14 days of delivery and we refund every dollar.
Applies to both tiers, including Roadmap + Strategy Call even if the call has already happened. This covers an actionable plan, not revenue or savings. Read the terms.
Before you start
Questions agency owners ask.
Not ready for the full plan? The free Scan offers three opportunities and a first test by email within one business day.
Start with a free ScanWill this work with our AMS, raters, and carriers?
Your intake starts with the systems you use. The plan identifies existing features, vendor questions, and compatibility that still needs checking. It does not promise an unverified connection. Configuration, integrations, and implementation are separate work.
How do you handle compliance and customer outreach?
The plan identifies permission checks, provider restrictions, stop conditions, and human review before outreach. Your licensed team remains responsible for coverage advice and commitments. The Roadmap is operational guidance, not legal advice or compliance approval.
Do you need our book of business?
No. Describe your process and constraints in the intake. Do not submit policyholder records, your book of business, passwords, or confidential client files. Any later implementation needs its own approved scope and data handling review.
What support comes with the plan?
Every Roadmap includes one clarification round after delivery and email answers about your plan and vendor questions. The optional $750 tier adds a 45-minute working session and 30 days of email questions after delivery. The AI Guide, when enabled, has availability and usage limits.
Can we keep the plan current?
Living Roadmap is an optional, separate subscription after delivery: $95 monthly or $950 yearly, auto-renewing, with quarterly plan refreshes and a monthly brief. Cancel any time, effective at the next renewal. Your purchased base plan and published history remain accessible independently.
Your next step
Give your agency a clear first move.
Tell us where the work gets stuck. Receive a plan with priorities, costs, and first actions your team can evaluate.
Start your Roadmap
$295 founding price. No subscription required.