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
Custom software costs $50,000+. And you'll rehire the builder every time your agency changes.
Your BCC is a one-time build. You own it. Your Claude.ai handles the changes — no rebuild, no retainer, no ransom.
Financial & Operations Foundation
Everything you need to run the business you already have — the general ledger, the document pipeline, the recipes, and the wiki that keeps it all documented.
- General ledger accounting system
- Prior year historical GL & financials
- COMP_RECAP, deduction & payroll parsing
- Bank & credit card statement parsing
- Automated P&L, Balance Sheet & GL
- Gmail → Google Drive source-doc automation
- Monthly recipe automation workflows
- Wiki, System Map, Playbook, Guide
- Document Library & Social Media framework
- HR & People foundation (staff populated)
- Compliance, Automations, Tasks & Alerts
- Client-owned webapp, database & Claude context
- Multi-user authentication
- 30 days of post-handoff support
Base + 12-Module Team Ops
Turns your BCC from an agent-only cockpit into a complete team operations platform — leads, coaching, time, PTO, personnel, licenses, and more.
Everything in Base, plus —
- Leads Tracking — funnel to bound
- AI Coaching Module — producer development
- Time Tracking — producer time on task
- Sales Activity — compliance-safe logging
- Scoreboard — team performance
- PTO — requests, approvals & accruals
- Digital Employee Handbook
- Benefits enrollment & tracking
- Personnel Files (encrypted)
- Licenses — CE & renewal tracking
- Milestones & recognition
- Emergency Contacts — team safety data
Premium + Producer-Scale Stack
A producer-scale operating system: policy pipeline, per-producer comp modeling, multi-office rollups, pay-period close with immutability, and an in-module time clock.
Everything in Premium, plus —
- Policy Pipeline — quote-to-bound tracking
- Producer Performance — per-producer KPIs
- Scorecards — configurable performance cards
- Comp Preview — model comp before you commit
- Comp Plans — LSP/FSS/Ramp/1099 presets
- Pay Period Close — approval + immutability
- Recoup Queue — chargeback tracking
- Offices — multi-office rollups & attribution
- Time Clock Extension — in-module clock-in/out with lunch auto-deduct
Only 3–5 new clients per month, so every Business Command Center gets the deep attention it deserves. If you're feeling the pain now, waiting won't fix it.
You'll own everything we build — no ongoing commitment required.