IMAGINARY FARMS LLC

The Claude Whisperer

BUILT FOR INSURANCE AGENTS

Your Business Command Center.

A custom-built webapp, general ledger accounting system, and always-current Claude — running your agency's books, your team, and your workflows in one owned system.

Every month your financial data arrives in a dozen different formats — Compensation Statements, deduction statements, payroll reports, bank statements, credit card statements, source documents landing in your email. Your team info lives in spreadsheets. Your SOPs live in your head. The Business Command Center consolidates all of it into one owned system — with a Claude that stays context-current on your agency, always.

A jumpstart worth 60–250 hours of expert setup — with a Claude that knows how the whole system was built.

Schedule a Discovery Call →See the Live BCC Demo →30 minutes with Rebecca — no obligation, no sales pressure. Or explore a live BCC first at imaginary-farms.com/demo.

SEE HOW IT WORKS

Your Business Command Center in Action

Built for insurance agents · Owned by you

THREE WAYS FORWARD

Choose Your Package

One-time setup. No monthly subscriptions. You own everything.

BASE PACKAGE

BCC Setup & Install

Your general ledger accounting system, workflow automations, and always-current Claude.

Best for: agents who want their books and paperwork running on their own.

$2,999

One-time setup. No recurring fees.

≈ 60–90 HRS OF EXPERT SETUP | DONE FOR YOU

A real accounting system for your agency
Last year's books loaded in, so you start with history
Compensation Statements, deductions and payroll posted automatically
Bank and credit card statements posted automatically
Profit & loss and balance sheet, ready any time
Email attachments saved and filed for you
Monthly workflows that run on their own
Your agency's how-to library for your team
Searchable document library + social media starter kit
Your team roster, set up and ready
Deadlines & renewals, automations, tasks & goals, alerts
Your own app, your own data, your own Claude — all in your name
Separate logins for you and your team
90 days of Priority Support after handoff

Purchase Base — $2,999 →

TEAM OPERATIONS SUITE

PREMIUM PACKAGE

BCC + Premium Overlay

Everything in Base — plus a 12-module team operations suite.

Best for: agents with a team to track, coach and manage.

$3,999

One-time setup. No recurring fees.

≈ 90–120 HRS OF EXPERT SETUP | DONE FOR YOU

EVERYTHING IN BASE, PLUS 12 MODULES:

Lead tracking, from first contact to bound policy
AI coaching for your producers
See where your team's hours go
Log quotes, apps and bound policies in seconds
Team scoreboard
Time-off requests and balances
Employee handbook, always up to date
Benefits enrollment & tracking
Secure employee files
License and CE reminders
Birthdays and work anniversaries
Emergency contacts for your team

Purchase Premium — $3,999 →

SUPERDUPER PACKAGE

Premium + Producer-Scale Stack

Everything in Premium — plus a producer-scale operating system for multi-producer, multi-office agencies.

Best for: agencies with multiple producers or offices.

$5,999

One-time setup. No recurring fees.

≈ 220–250 HRS OF EXPERT SETUP | DONE FOR YOU

EVERYTHING IN PREMIUM, PLUS:

Every quote tracked to bound, by producer
Each producer's numbers at a glance
Scorecards built around your goals
Test a pay change before you make it
Ready-made producer pay plans
Lock each pay period so the numbers can't change
Chargebacks tracked against producer pay
All your offices in one view
Built-in time clock with automatic lunch breaks

Purchase SuperDuper — $5,999 →

Market Context

What this would cost elsewhere.

A quick look at what comparable services typically cost when you assemble them separately.

Option	Typical Scope	One-Time	Ongoing
General AI-automation agency	Multi-system builds across CRM, finance, and reporting	$10,000 – $35,000	$1,500 – $4,000 / mo
Document + compliance automation build	GL, compliance calendar, and document pipelines with audit trail	$15,000 – $40,000	$2,000 – $5,000 / mo
AI consultant for insurance agencies	Narrower scope: lead follow-up, data entry, renewal reminders	$2,500 – $10,000	$1,000 – $2,500 / mo + platform fees
Fractional CFO	Ongoing financial oversight on retainer	—	$2,500 – $12,000 / mo (typically $3k–$7.5k)
Outsourced bookkeeping	Transaction categorization and monthly close	—	From ~$75 / mo, scales with complexity
Imaginary Farms BCCBase, Premium or SuperDuper	Complete Business Command Center — database, dashboard, and Claude — built and handed off to you	$2,999 – $5,999per entity	No required monthly retainer

General AI-automation agency

Multi-system builds across CRM, finance, and reporting

One-Time

$10,000 – $35,000

Ongoing

$1,500 – $4,000 / mo

Document + compliance automation build

GL, compliance calendar, and document pipelines with audit trail

One-Time

$15,000 – $40,000

Ongoing

$2,000 – $5,000 / mo

AI consultant for insurance agencies

Narrower scope: lead follow-up, data entry, renewal reminders

One-Time

$2,500 – $10,000

Ongoing

$1,000 – $2,500 / mo + platform fees

Fractional CFO

Ongoing financial oversight on retainer

One-Time

—

Ongoing

$2,500 – $12,000 / mo (typically $3k–$7.5k)

Outsourced bookkeeping

Transaction categorization and monthly close

One-Time

—

Ongoing

From ~$75 / mo, scales with complexity

Imaginary Farms BCC

Base, Premium or SuperDuper — built and handed off to you

One-Time

$2,999 – $5,999

per entity

Ongoing

None required

Figures are general industry pricing ranges based on public market research, not quotes from any specific named competitor. Actual pricing varies by provider, scope, geography, and engagement terms.

WHAT YOU GET

Inside the Base Package

A general ledger accounting system, automated source document processing, an always-current Claude, and the modules to run the non-financial side of your agency.

General Ledger Accounting System

Rather than a spreadsheet tracker, we build your agency's full accounting system on a general ledger. We ingest your historical GL and prior years' financials — then track forward, every month, automatically:

Compensation Statements read and posted to the GL by period
Deduction statements parsed, reconciled, and posted
Payroll reports ingested into structured GL entries
Bank statements parsed and posted
Credit card statements parsed and posted

Your BCC produces real Profit & Loss statements, a real Balance Sheet, and a real General Ledger — on demand, from live data.

Gmail → Google Drive Source Document Automation

Your source documents arrive by email. The BCC pre-installs a workflow that auto-saves every Gmail attachment to a dedicated Drive directory connected to your inbox. Workflows watch the folder, detect new documents, and process them into your database — so your accounting recordkeeping stays consistent without manual filing.

Base Modules — Included in Every BCC

Wiki & System Map — searchable team reference + visual view of your BCC
Playbook & Guide — proven Claude workflows and the framework for getting the most from your AI
Document Library — organized storage inside your webapp
Social Media Module (framework) — connect your accounts, work with Claude on content
HR & People (foundation) — your staff is populated; you build it out to your needs
Deadlines & renewals, automations, tasks & goals, alerts — the operational modules that keep the day-to-day running

Your Always-Current Claude

Between its built-in memory, your Wiki and your System Map, your Claude stays up to date on your agency across every conversation. You never re-explain your business, your data structure, or your preferences. Your Claude knows.

90 Days of Priority Support

Starting at handoff training: direct email (and text for urgent issues) with Rebecca and the setup team, replies within 1 business day, plus the First-Month Check-In call.

WHAT YOU'RE REALLY BUYING

Your Head Start

If you tried to build this yourself — set up your own database, connect Gmail to Drive, build an accounting system, teach it to read your Compensation Statements, deductions, payroll, bank and credit card statements, set up team logins, load a full year of prior financials, and teach your Claude how all of it works — you'd be looking at:

60–90

hours
for the Base setup

90–120

hours
for the Premium build

220–250

hours
for the SuperDuper stack

But here's what makes this different from any other business system you could buy:

The entire installation happens inside your Claude accounts. Every wiring decision, every module install, every design choice, every automation configuration is recorded to your Claude's persistent memory as we build.

When we hand off, your Claude doesn't just know what your BCC does. Your Claude knows how it was built, why each piece is there, and how to evolve it.

Want to add a module? Change how an existing one works? Adjust a workflow when your agency grows? Your Claude was there for the build. Ask, and it can help you take the system in any direction you want.

That's what you're really buying: 60–250 hours of expert setup — plus a self-aware system, and a Claude that can grow it with you in any direction you take your agency.

THE PREMIUM OVERLAY

The 12-Module Team Operations Suite

Everything in Base, plus twelve modules that turn your BCC from your agent-only cockpit into a complete team operations platform. Every module speaks Claude natively.

Sales Activity and Time Tracking take seconds: producers log what they did (an auto quote, a life app, a retention call), the outcome and a premium band — and it all rolls up for you automatically.

Leads Tracking

Funnel view from new lead through bound policy — see where deals stall and which sources actually convert.

AI Coaching

Structured producer development with AI-guided coaching prompts, goals, and progress tracking.

Time Tracking

Producers clock time by activity type. Weekly and monthly roll-ups per producer — so you finally see where staff hours actually go.

Sales Activity

Log quotes, applications, bound policies, cross-sells, life apps, FS referrals, and account rounds — tracked with simple client reference codes.

Scoreboard

Internal team performance display. Track producer and team production against your agency's own growth benchmarks with real-time leaderboards.

PTO

Full time-off management: requests, approvals, automated accruals, team calendar with coverage-gap alerts, YTD balance tracking.

Handbook

Digital employee handbook. Update policies once — every employee sees the current version. Built-in acknowledgment tracking.

Benefits

Employee benefits enrollment and tracking. Health, dental, retirement, and voluntary elections in one place.

Personnel Files

Encrypted employee file storage. I-9s, W-4s, performance reviews, and disciplinary records in one secure place.

Licenses

Producer license tracking with automatic renewal alerts. Never miss a CE deadline or a license expiration again.

Milestones

Service anniversaries, birthdays, work anniversaries — automated so recognition never falls through the cracks.

Emergency Contacts

Employee emergency contact management. One click to reach the right person when something happens.

Every module has built-in "Ask Claude" prompts. Ask natural-language questions like "Who has the highest pending PTO balance?" or "Any coverage conflicts in the next 30 days?" and get real answers from live data — your actual data, not general AI knowledge.

THE SUPERDUPER STACK

Producer-Scale Operating System

For agencies running multiple producers or multiple offices — a policy pipeline, per-producer compensation modeling, pay-period close with immutability, and an in-module time clock.

Policy Pipeline

Quote-to-bound tracking across every producer and product line — with stage timing and conversion rates.

Producer Performance

Per-producer KPIs rolled up daily, weekly, monthly — the ground truth for coaching and comp conversations.

Scorecards

Configurable performance cards. Weight the metrics that matter to your agency, not someone else's benchmarks.

Comp Preview

Model a compensation change before you commit — see what each producer would earn under the new plan against real data.

Comp Plans

LSP, FSS, Ramp, and 1099 presets ready to configure — or build your own from scratch.

Pay Period Close

Approval workflow with immutability — once a period is closed, the numbers don't move.

Recoup Queue

Track chargebacks and clawbacks against producer earnings automatically, with clean audit trail.

Offices

Multi-office rollups and attribution — see performance by location without spreadsheet gymnastics.

Time Clock Extension

In-module clock-in / clock-out with automatic lunch deduction. No third-party time app required.

Watch your books do themselves.

Arrives

Read

Posted

Rolled up

Compensation Statement — Sample

New Auto Commission$4,218
Fire New Business$1,876
Life Production Bonus$950
Renewal / Service Comp$6,432
Chargebacks−$312

General Ledger

New Auto Commission$4,218
Fire New Business$1,876
Life Production Bonus$950
Renewal / Service Comp$6,432
Chargebacks−$312

Month Commission Revenue

P&L updated

Arrives in your Gmail. Like it does every month.

Illustration — sample data

See the full demo

Every document knows where to go.

Gmail Inbox

3 attachments

Comp StatementPayroll ReportBank Statement

Attachments arrive all month.

Google Drive — BCC Directory

BCC /

2026 /

September /

Comp_Sept_2026.pdf

Saved and filed automatically. Named right. Every time.

BCC Documents Library

Search documents

September Comp Statement

Viewable and searchable in your BCC.

Your Financials

General Ledger

P&L

Ops Rollup

The numbers inside are already in your books.

The month starts with one more attachment.

Illustration — sample data

A Morning With Your BCC

One login, one briefing, and a command center already caught up before your day begins.

One login. Three doors.

YAWelcome backyouragency.claude@gmail.com

••••••••••••

Your Claude Gmail

Claude.ai

Your BCC Webapp

One set of Google credentials runs your entire system.Illustration — sample data

You didn't open a spreadsheet. You opened your command center.

See the full demo

SEE IT IN ACTION

Explore a Live BCC Operating System

Click through a live, fully-loaded Business Command Center — populated with sample agency data. Explore the modules, dashboards, general ledger, HR suite, and Ask Claude prompts running against real data. No login required, no sales pressure.

Explore the Live Demo →imaginary-farms.com/demo

WHAT HAPPENS NEXT

What Happens After You Purchase

A simple, hands-on path from checkout to a fully-built Business Command Center — most agencies are live in 8–10 business days on Base.

STEP 01

Discovery Call

We book a kickoff call to walk through your agency, entities, team, and the goals your BCC needs to serve on Day 1.

STEP 02

Set Up Your Claude Account

You create a dedicated Business Claude Gmail and sign up for the Claude Max plan at claude.ai so we don't hit usage walls during your build.

STEP 03

Gather Your Documents

You work through the checklist below. The more we have up front, the more powerful your BCC will be the moment we hand you the keys.

STEP 04

We Build

Your own private database, Claude workspace, and automations — all built out using your real data. 8–10 business days for Base (12–15 Premium, 15–20 SuperDuper).

STEP 05

We Train

A hands-on training session where you learn to work with your Claude as a true business partner — plus 90 days of Priority Support.

What We'll Collect From You

The fastest path is inviting us into QuickBooks Online for each entity — we'll pull what we need directly. Otherwise, gather these items per entity:

Software Access

QuickBooks Online — invite us as Accountant for each entity (Xero, Wave, etc. also welcome)

Financial Reports (Per Entity)

General Ledger — Full Year 2025 + 2026 YTD
Profit & Loss — Monthly, 2025 + 2026 YTD
Balance Sheet — Monthly, 2025 + 2026 YTD

Payroll (Per Entity)

Payroll Journal — Full Year 2025
Payroll Journal — 2026 Year-to-Date

Entity & Tax Documents

Most recent year-end tax returns per entity (1120, 1120-S, 1065, 1040 Sch C, etc.)
EIN letters for each entity
Operating Agreements / Articles of Organization for each LLC
Last 4 quarters of 941s (for entities with employees)

Banking & Cards (Per Entity)

Bank Statements — Jan 2025 through most recent month
Credit Card Statements — Jan 2025 through most recent month

Business & Team Info

Each entity's legal name, address, and entity type
Team member names, roles, and personal emails
Your goals, pain points, and upcoming decisions

After you purchase, you'll get access to imaginary-farms.com/welcome — your onboarding hub with an interactive checklist that saves your progress as you gather each item.

FREQUENTLY ASKED

BCC Questions, Answered

What's included, how long it takes, and which tier fits your agency.

What exactly is the Business Command Center (BCC)?

Your own secure database plus a custom Claude.ai workspace, wired together into one operating system for your agency. Every tier includes general ledger accounting, an always-current Claude trained on your data, a searchable wiki, standard-operating workflows, and native "Ask Claude" prompts inside every module. You own the data, the database, and the Claude project — forever.

What's included in the Base package ($2,999)?

The full financial and operations foundation: general ledger accounting, automations, your always-current Claude workspace, the agency wiki, and the workflow library. Includes the Discovery Call, the complete build, initial training for the agent (owner), and 90 days of Priority Support after handoff training. Saves roughly 60–90 hours of setup time.

What does the Premium package ($3,999) add?

Everything in Base plus a 12-module Team Operations suite — leads tracking, AI coaching, time tracking, PTO, personnel, sales activity, and more. Every module runs on your own database and speaks Claude natively. Saves roughly 90–120 hours of setup.

What's in the SuperDuper package ($5,999)?

Everything in Premium plus an 8-module Producer-Scale stack and a Time Clock extension — built for multi-producer, multi-office agencies that need pipeline, compensation, office rollups, and clock-in/out at scale. Saves roughly 220–250 hours of setup.

How long does the build take?

Typical setup timeline is 2–3 weeks from Discovery Call to handoff, regardless of tier. Base builds move fastest; SuperDuper builds take the full window because of the additional modules and multi-office configuration. You get 90 days of Priority Support after handoff training with every tier.

Who is each tier best for?

Base — solo agents or small agencies who need financial clarity, automations, and a Claude that actually knows their book.

Premium — agencies with a team (CSRs, producers, service staff) who need shared operations, coaching, time and PTO tracking, and team activity logs.

SuperDuper — multi-producer or multi-office agencies that need pipeline, comp tracking, office-level rollups, and a full time clock — the operating system for a scaling agency.

Is this a subscription or a one-time fee?

One-time, per entity. No monthly retainers from Imaginary Farms. You'll need your own Claude Max plan (claim it at claude.ai) and a Supabase account — both are owned by you, not us. Support after your 90 days of Priority Support is available through our Channel Partners if you want ongoing help.

Do you handle QuickBooks or replace it?

The BCC's general ledger runs alongside QuickBooks — most agents keep QB for tax filing and use the BCC for day-to-day operating decisions, Claude-driven insights, and comp calculations. We can wire in imports so both stay in sync.

What happens after your 90 days of Priority Support?

You own everything — the database, the Claude project, the modules, the workflows. Most agencies run the BCC independently from there. For deeper ongoing help, our Channel Partner network offers coaching, custom module builds, and quarterly reviews at your discretion.

READY TO BUILD YOURS?