Stop Explaining Your Business to People Who Don't Get It
We build Claude AI command centers for insurance agents — built for your agency, owned by you, available 24/7.
Book a Discovery CallThe Problems You're Dealing With Every Day
Comp Recaps Nobody Understands
Your compensation structure is complex. Generic tools can't parse comp recaps, PFA hierarchies, or production tier thresholds — so you're stuck doing it manually.
Compliance Tracking in Spreadsheets
Licensing renewals, CE requirements, carrier appointments — scattered across emails, PDFs, and spreadsheets with no single source of truth.
Marketing That Never Gets Done
You know you need consistent social media, newsletters, and client outreach. It just never rises above putting out today's fires.
Hiring Without a System
Onboarding new producers or CSRs means reinventing the wheel every time. No documented processes, no training materials, no consistency.
Production Tier Blind Spots
You don't know where you stand until the carrier tells you — and by then it's too late to course-correct.
What Claude Does for Insurance Agents
Comp Structure Analysis
Upload your comp recaps and Claude breaks them down — by carrier, line of business, and production tier — so you actually understand where your money comes from.
PFA & ScoreCard Monitoring
Track your PFA scores, production tiers, and carrier scorecards in one place. Claude alerts you when you're approaching thresholds.
Automated Social Media & Marketing
Claude drafts, schedules, and manages your social media content — tailored to insurance audiences, compliant with carrier guidelines.
Onboarding & Training Systems
Build repeatable onboarding playbooks for new hires. Claude creates role-play training scenarios customized to your agency's brand.
Compliance & Renewal Tracking
Never miss a licensing renewal or CE deadline. Claude monitors every requirement across all carriers and team members.
Financial Reporting & Insights
Monthly financial summaries with highlights, trends, and tax liability projections — delivered to your inbox by the 2nd of every month.
What Our Clients Are Saying
"My Social Media Content this month is all done and being automatically posted daily to my Business Pages, and my Claude is monitoring, engaging and promptly replying to comments, stickers and gifts for me!"
Janis
Independent Insurance Broker
"I can create my own Role Play Trainings for my teammates with my Claude AI! Focusing on my agency's strengths and how I want my team representing our brand."
Stephanie
Farmers Insurance Agent
Straightforward Pricing
One transparent setup fee. No long-term contracts. No surprises.
Business Command Center Setup
per entity
What's Included
- Discovery Call
- Complete Business Command Center Setup (per entity)
- Supabase Database Accounting
- Persistent Memory System
- Social Media Management Systems
- P&L following your Chart of Accounts
- 6 Automated Monitoring Systems
- Google Drive Infrastructure
- Calendar & Workflow Automations
- Initial Training Session post-setup
- 30 Days of Technical Tweaking after setup
Multi-entity setups available — book a discovery call for custom pricing.
You'll own everything we build — no ongoing commitment required.