Insurance AI Consulting
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Offers

Start with clarity, then build one workflow at a time.

The offer ladder is designed to help agencies move from audit to implementation without overbuilding or replacing the systems their team already uses.

Free Workflow Audit

A focused first conversation to identify 3 workflows your agency can automate.

Free

15-minute review

3 automation ideas

First workflow recommendation

Agency AI Audit

A deeper workflow map and automation roadmap for your current agency process.

$250+

Workflow map

Tool recommendation

ROI estimate

Build priority

Weekend Automation Setup

One practical workflow built end-to-end for intake, follow-up, CRM, docs, or renewals.

$1,500+

One workflow build

Templates

Team handoff

Launch checklist

Monthly AI Ops Support

Ongoing workflow improvements, reporting, templates, and team support.

$500+/mo

Optimization

Reporting

Prompt library

Workflow backlog