Your advisors spend more time preparing paperwork than advising anyone.
Quoting, renewals, and compliance paperwork bury the team in admin. We build the AI Client Operations System: AI that runs the repetitive work on top of the tools you already use.
Where the hours go in finance and insurance.
Each of these has the same shape: predictable work, done by hand, by someone whose time is worth more.
Information gathered by email, rekeyed into carrier and rate systems by hand.
Dates slip, and clients hear from you only when something is due.
Notes, disclosures, and records assembled after every interaction.
Coverage, status, and process questions answered one at a time.
The work the AI Client Operations System takes over.
- Submissions prepared for the carrier portals7 hrs/wk
- Renewal lists worked 90 days out5 hrs/wk
- Certificates of insurance issued on request4 hrs/wk
- KYC and suitability notes written after each meeting4 hrs/wk
- Claim and policy status answered without a callback3 hrs/wk
Hours are typical for a team this size. Your assessment measures yours.
What it costs to keep doing this by hand.
Every number starts at what we typically see in finance and insurance. Change them to match your business and watch what the manual work is worth.
An estimate built from the numbers you entered, not a quote. Your free assessment measures the real figures and your build plan prices the work.
The work still gets done. Your team just stops being the one doing it.
Free until you decide to build.
Eight minutes to your readiness score, thirty for the call, and a written build plan within 24 to 48 hours. Yours to keep either way.
Nothing goes live on its own. You sign off on each layer, and anything unusual still waits for a human.
Your build plan carries the price in writing. You decide with the full picture in front of you.
Every build ships with the wiring written down, so you are never locked to us to keep it running.
Keep us on to monitor, tune, and extend it, or run it yourself. Both are normal.
Worth reading first.
All articlesWhy response time decides who wins the lead, what the research says about the first five minutes, and how AI follow-up closes the gap.
Read more GuidesA plain-English explanation of what an AI audit is, what a good one includes, what it costs, and the red flags to watch for.
Read moreSee what the AI Client Operations System would return for your business.
- Your readiness score on screen in about 8 minutes
- A free 30-minute call about your workflows, with no pitch
- A written build plan and exact quote within 24 to 48 hours
Work in a different industry? See who else we build for, or start the assessment anyway. It works for any business.
About 8 minutes on how your business runs and where the time goes.
Thirty minutes mapping your workflows, your tools, and where the hours leak.
The system we would build, the hours it returns, and the price in writing.
All three are free, and the plan is yours to keep whatever you decide.