Your Agency's AI Advisor — On Speed Dial
Monthly strategy sessions, on-demand support, and AI guidance tailored to your agency. Stay ahead without figuring it all out alone.
AI is moving fast. New tools launch every week. Your competitors are starting to adopt. You know your agency should be doing something — but figuring out what, and how, and in what order? That's a full-time job you don't have time for.
AI Insight & Coaching gives you a dedicated AI advisor who knows insurance, knows your agency, and keeps you on the right track — with regular strategy sessions and support whenever you need it.
What's Included
Everything you need to stay ahead — without the guesswork.
Monthly 1-on-1 Coaching
A dedicated strategy session each month with your AI advisor. We review what's working, troubleshoot what isn't, and plan your next moves — all tailored to your agency's goals and pace.
On-Demand Support
Questions don't wait for monthly calls. Reach us by phone, email, or text anytime between sessions — whether it's a quick config question or a bigger strategic decision.
CRM & Automation Training
Whether you're using our tools or your own, we'll help your team get more out of your CRM, automate repetitive workflows, and set up the systems that save hours every week.
AI Market Updates
The AI landscape changes fast. We keep you current on the tools and strategies that are actually working for other agencies — so you can skip the hype and focus on what matters.
Who Is This Built For?
Agency Owners
You know AI matters, but you don't have time to research every tool and trend. Get a trusted advisor who cuts through the noise and tells you what's worth your time and money.
Sales Managers
Your team's workflows directly impact close rates. Learn which AI tools help producers spend more time selling and less time on admin — and how to actually get your team to use them.
Ops Teams
You see the inefficiencies every day. We help you identify which processes to automate first, set up the tools, and train the team — so improvements stick instead of stalling.
How It Works
Simple, ongoing, and always focused on your agency.
Kickoff Call
We learn about your agency — your team, your tools, your goals, and where you're stuck. We come out of this call with a clear picture of what to prioritize first.
Monthly Sessions
Each month we meet to review progress, solve problems, and plan next steps. Sessions are practical and action-oriented — not theoretical workshops.
Ongoing Support
Between sessions, we're a text or call away. Need help configuring a tool? Want a second opinion on a vendor pitch? Just reach out.
Coaching Questions
What happens during a monthly coaching session?
We review what's working, troubleshoot anything that isn't, and plan the next priorities for your agency. Sessions are tailored to your goals — whether that's adopting a new tool, training your team, or optimizing a workflow you've already started.
What kind of support do I get between sessions?
Unlimited on-demand support via phone, email, or text. Got a quick question about a tool? Need help configuring something? Just reach out — we're here between sessions, not just during them.
Do I need to be using your tools to get coaching?
No. We help with whatever you're using — whether that's our tools like PolicyIQ and MeetingIQ, or third-party tools like ChatGPT, your CRM, or any other AI platform. We're vendor-agnostic in our coaching.
How is this different from a generic AI consultant?
We work exclusively with insurance agencies. Every recommendation is grounded in what's actually working for agencies like yours — not generic AI advice from someone who's never touched an AMS.
What if I'm just getting started with AI?
That's exactly who this is for. We meet you where you are — whether that's choosing your first AI tool or optimizing an existing setup. No jargon, no pressure, just practical guidance.
Can my whole team join the coaching sessions?
Yes. Bring whoever would benefit — agency owners, ops managers, producers, CSRs. The more context we have about how your team works, the better our recommendations.
Ready for an AI Advisor Who Knows Insurance?
Schedule a free call and we'll talk about where your agency stands and how coaching can help.
Not sure if AI is right for your agency? Take the free AI quiz →