AI systems for independent insurance agencies, built by a data & AI expert and designed with New York’s DFS cybersecurity rules in mind.
Free · 30 minutes · You keep the plan, hire us or notAI comes up in every meeting. Nothing is running.
Staff paste client details into it on their own. No written AI policy, no rules for client data, no result you can measure.
Renewal information gathered before you ask. Certificate requests handled without the inbox work. Every quote request answered in 5 minutes.
65% of independent agency staff now use AI at work, but only 18% of agencies have a well-defined AI policy (Liberty Mutual, 2026). Every month stalled means renewals pile up and quote requests go to someone else.
Your agency’s first AI system, live and working with your team.
When a business owner asks ChatGPT for an insurance broker, it names you.
We rebuild your site and publish your lines, specialties and contact details in a form AI assistants can read.
Agency management system records your AI can trust.
Duplicate contacts, stale vehicle and location schedules, and outdated policy records fixed, so every renewal starts from clean data your team owns.
Jo is a data & AI solutions architect who designs scalable, cloud-native systems that solve real business problems. Her expertise spans enterprise data engineering, AI-driven architecture and team leadership, so she can modernize your platforms and guide your team through the change.
She spent over a decade in regulated industries and now helps Fortune 100 firms prep for AI and adoption. So she builds with compliance from day one: multi-factor authentication, documented data handling, and client data that stays in accounts your agency owns.
A 30-minute video call. We find where AI pays off in your agency, check what AI assistants say about you, and rank your next moves. You keep the written plan either way.
Most agencies start with AI Jumpstart. If Website Remake or Data Cleanup is a good fit, we tell you on the strategy call.
The strategy session is free. If you would like our help as you move forward with next steps, we’ll provide an estimate. Project setup is a fixed price, any monthly fee is stated up front, and there’s no hourly billing or surprise add-ons.
Before you pay anything, you get a written scope and a go-live date. That’s the date we work to.
No. AI handles follow-up, paperwork and routing. Your licensed staff make every coverage recommendation.
No. We work alongside the tools you already use: your agency management system, email and website. We confirm what connects on the strategy call.
You do. Your data, accounts and workflows stay with your agency, even if we part ways.
Jo spent over a decade in regulated industries. Your data stays in accounts your agency owns, during the project and after it.
Every system is built with multi-factor authentication, access controls and a documented record of where client data lives, which supports your obligations under 23 NYCRR Part 500. Your agency remains responsible for its own compliance program.
We’re based in Queens and work with agencies across Queens, Brooklyn and Nassau County, including in-person meetings and trainings. We also work remotely with agencies anywhere, and elsewhere in the US we can come on site if your agency covers travel and related expenses.
Thirty minutes on a call. You leave with a written plan, whether you hire us or not.
Book your free session 30 min · Free · Video call