The AI implementation built by a 10-year insurance agent.
Three tiers. Real systems, hardened past stage one. Voice bots, social bots, site bots, monitoring, custom workflows. Stays through stage four.
Engagement Tiers
- Foundation ($1,000/month) - For 1 to 5 producer shops. Core engagement with speed-to-lead, follow-up sequences, site bot, social bot, Signal monitoring, and custom workflow builds.
- Growth ($2,500/month) - For 5 to 20 producer shops. Everything in Foundation plus voice bot, long-term nurture workflows, multi-vertical and multi-carrier support.
- Established ($5,000/month) - For 20+ producers, MGA/IMO complexity, multi-state. Everything in Growth plus custom integrations and white-glove hardening.
Our Method: Build. Harden. Iterate. Maintain.
Most consultants do stage one and disappear. The retainer model exists because the work that delivers value happens in stages two through four.
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