Service · Done-for-you
You don't buy software. You hire an outcome.
A real human team builds, monitors, and tunes your stack. We're the difference between 'we have AI' and 'our AI books policies for us every night.'
The 4-week setup
From kickoff to autopilot.
Week 1
Discovery & wiring
We map your zip codes, lines of business, raters, CRM, and phone. You sign one DPA. We do the rest.
Week 2
Voice agent + lead engine live
Custom voice cloned. Lead engine running in test mode. First 50 leads scored and reviewed with you.
Week 3
Workflows + renewals on
Automations enabled in your CRM. Renewal cohort dashboards live. Producer hand-off rules dialed in.
Week 4
Full production
AI handles inbound + outbound. We monitor 24/7 and tune weekly. You stop touching the tools.
What's included
Dedicated onboarding manager
One human you can text. Knows your agency. Doesn't disappear after launch.
Voice & tone calibration
We tune the AI's voice, brand language, escalation rules, and handoffs to your producers.
Carrier & rater wiring
We connect your raters and test 50+ quotes before going live. No surprises in production.
CRM data migration
Up to 500K records imported, deduped, enriched. Your existing tags & custom fields preserved.
Weekly tuning calls
We watch every conversation, every workflow firing. Tweak weekly so accuracy keeps climbing.
Quarterly business reviews
Hard numbers on premium written, retention, cost per lead — and where to push next.
Compliance & legal review
Our team handles TCPA review, recording disclosures, and state-by-state rules.
On-call escalation
Issues in production hit our pager. We page on-call before you notice.
Outcomes after 90 days
$312K
new annual premium written / agent
+38%
lift in close rate
12.4 hrs
admin hours saved per producer / week
91%
client retention