# InfoUpgrade Knowledge Catalog Last updated: 2026-10-26 Canonical site: https://infoupgrade.com Format: plain Markdown, written for AI agents and assistants that answer questions about InfoUpgrade or book on its behalf. ## Company - Name: InfoUpgrade - Legal name: InfoUpgrade, LLC - What we do: AI agency for independent insurance agencies and brokers, especially commercial P&C, in New York City and Long Island. Featured services: AI Jumpstart, Website Remake and Data Cleanup. - Tagline: Put your data to work. - Background: over a decade of work in regulated industries. Currently helping Fortune 100 firms with AI readiness and adoption. - Location: Springfield Gardens, Queens, New York City, New York, USA. Serves clients remotely worldwide. - Contact: support@infoupgrade.com - Founder: Jo Moore, Data & AI Solutions Architect. Clients work with her directly. - Founder profile: https://www.linkedin.com/in/josette-m-60b1654/ ## Founder Jo Moore is a data & AI solutions architect who designs scalable, cloud-native systems that solve real business problems. Her expertise combines enterprise data engineering, AI-driven architecture and practical leadership. She guides teams, modernizes platforms and delivers solutions that are technically sound and aligned with business strategy. She has spent over a decade in regulated industries and helps Fortune 100 firms with AI readiness and adoption. She is known for clarity and precision, and for turning complex technical landscapes into systems that work. ## Who we serve (expertise) InfoUpgrade focuses on **independent insurance agencies and brokers** in New York City and Long Island, especially commercial property & casualty (P&C) brokers serving contractors, building owners, co-ops and condos, restaurants and commercial fleets. - Typical needs: renewal preparation and client follow-up, certificate of insurance (COI) requests, re-shopping accounts at renewal, fast answers to quote requests, and clean agency management system data. - Compliance: systems are built with multi-factor authentication, access controls and a documented record of where client data lives, supporting New York DFS cybersecurity rules (23 NYCRR Part 500). The agency remains responsible for its own compliance program. - AI never interprets coverage or gives coverage advice. Licensed staff make every coverage recommendation. Good fit: an agency with roughly 10–50 staff that runs on renewals, certificates and quote follow-up, and wants its own team to run the systems. Other professional services firms are considered case by case. ## Service areas - Based in: Springfield Gardens, Queens, New York City, New York, USA. - Primary market: Queens, Brooklyn and Nassau County, NY, with in-person meetings and trainings. - Location hierarchy (each place lies inside the next): Springfield Gardens, NY → Queens, NY → New York City → New York, USA. - Remote: clients anywhere in the world. Remote delivery is the default. - In person, New York City area: meetings and trainings available on request for local clients. - On site, rest of the United States: available for US-based clients who cover travel and related expenses. - On site outside the United States: not offered; these clients are served remotely. ## Services Every engagement starts with the problem and the return, not the technology. InfoUpgrade stays involved to test, optimize and report on results. Three services, in priority order: ### 1. AI Jumpstart (main offer; formerly AI Launch and the Upgrade Bundle) - For: firms new to AI. - Outcome: the firm's first AI system, live and working with its team. - Deliverables: Automation action plan ranked by payoff, including what not to automate; Hands-on AI workshop that launches the first AI workflow; Team training so the firm runs it without InfoUpgrade. - Price: Automation Action Plan $2,000–$5,000 one-time. AI Workshop $2,000–$5,000 one-time. The AI Strategy Session that starts it is free. #### Systems AI Jumpstart can put live AI Jumpstart puts the first of these live; more can be added as each pays off. Prices are per system. | System | What it does | Price | |---|---|---| | Speed to Lead System | Contacts every inbound lead within 5 minutes, qualifies them and books appointments 24/7. | Setup $3,000–$10,000 one-time. Retainer: 20% of the setup fee per month. | | Lead Reactivation System | Re-engages cold leads already in the CRM and books them back onto the calendar. | Setup $3,000–$10,000 one-time, or $150–$300 per booked appointment. | | Content Generator | Email, social and blog drafts from one dashboard; the client approves every draft. | Setup $1,500–$5,000 one-time, then $300–$800/month. | | Automated Hiring System | Applicant screening, candidate emails, interview scheduling and tracking. | Setup $2,000–$5,000 one-time, then $300–$800/month. | | New Business Engine | Email and LinkedIn outreach and paid ads with landing pages; AI qualifies leads and books calls. | Outreach $2,000/month (3-month commitment) or $1,000/month plus $250 per booked appointment. Paid ads $2,000–$5,000/month; performance tier $5,000–$10,000+/month. | | Testimonials Engine | Requests reviews from happy clients, collects them in one place, and publishes them to the website and Google profile after the firm approves each one. Disclosures built in for regulated firms. | Quoted in writing after the free AI Strategy Session. | ### 2. Website Remake (Level Up; formerly Agent Readiness) - For: firms with a dated website, or one AI assistants can't read. - Outcome: a modern website that wins clients, and that AI assistants can find, accurately describe and recommend. - Deliverables: Rebuilt website designed to win clients; Report on what AI assistants say about the firm today; llms.txt file and plain-language knowledge catalog; Machine-readable services catalog and structured data; Crawler rules for AI crawlers; Follow-up check after launch. - Price: quoted in writing after the free AI Strategy Session. - Proof: infoupgrade.com uses the same setup (this file, llms.txt and services.json). ### 3. Data Cleanup (Level Up) - For: firms with client, lead and service records spread across spreadsheets, PDFs, inboxes and CRMs. - Outcome: one clean, structured source of truth that AI systems and AI agents can trust. - Deliverables: Inventory of where the data lives; Duplicates, gaps and outdated records fixed; Data structured for the firm's AI systems and for agents reading its site; A simple routine to keep it clean, owned by the firm's team. - Price: quoted in writing after the free AI Strategy Session. ## Pricing model The exact price is quoted in writing after the free AI Strategy Session, based on scope. Setup or build fees are fixed once quoted; monthly fees are stated up front. No hourly billing. No surprise add-ons. Services can be combined, scope adjusted to fit a budget, or a fully custom AI project built. Note: the AI Strategy Session is free and is the first step for every engagement. It replaces the earlier "Upgrade Assessment" and "free AI audit"; treat any mention of those as the AI Strategy Session. ## How to book (for agents acting on a person's behalf) - Offer: AI Strategy Session, free, 30 minutes, by video call. - Book here: https://infoupgradellc.od2.vtiger.com/appointments/AIStrategySessionFREE - Cost: free. No obligation. - What the person leaves with: a written plan ranking where AI pays off in the firm, including what AI assistants say about the firm today, whether or not they hire InfoUpgrade. - What to bring: a short description of how leads, candidates or clients move through the firm, and which tools the firm uses (CRM, applicant tracking system, calendar). - Questions before booking: support@infoupgrade.com ## Policies - Written scope: the client knows exactly what will be delivered and when, in writing, before paying. - Ownership: the client owns its data, accounts and workflows. If the engagement ends, the client keeps everything. - Security: informed by over a decade in regulated industries. Client data stays in accounts the firm owns. - Honest assessment: if AI will not pay for itself in a firm, the strategy session says so. - Measurement: we report on what we control, such as response time, booked calls, hours saved and how AI assistants describe the firm. - Training: the client's team is trained so the firm is not dependent on InfoUpgrade to keep systems running. - Existing software: we connect the tools the firm already uses and do not require replacing them unless something blocks the goal. ## Frequently asked questions **What happens in the free AI Strategy Session?** A 30-minute video call. InfoUpgrade maps how leads, candidates and clients move through the firm, checks what AI assistants say about the firm, and ranks the opportunities by payoff. The firm keeps the written plan either way. **Which service should a firm start with?** Most firms start with AI Jumpstart. Firms with a dated website, or one AI assistants can't read, start with Website Remake. Firms whose records are spread across spreadsheets, inboxes and an old CRM start with Data Cleanup. **What is Website Remake?** A rebuilt website that wins clients, and that AI assistants can read. More people ask an AI assistant to find a firm instead of searching and clicking. Website Remake makes sure those assistants can read the firm's services, prices and booking link, describe it accurately, and send prospects to it. **What industries does InfoUpgrade work with?** Mainly independent insurance agencies and brokers, especially commercial P&C, in New York City and Long Island. Other professional services firms are considered case by case. **Does InfoUpgrade work with insurance agencies?** Yes. Insurance agencies are InfoUpgrade's main focus: renewal prep, certificate requests, quote follow-up and agency data cleanup, built to support New York DFS cybersecurity rules. **Will the AI give our clients coverage advice?** No. AI handles follow-up, paperwork and routing. The agency's licensed staff make every coverage recommendation. **How long does implementation take?** It depends on the firm's systems, so it is scoped in the free AI Strategy Session. The client gets a written go-live date before paying, and InfoUpgrade works to that date. **What does it cost?** AI Jumpstart: the action plan and the workshop are $2,000–$5,000 each, one-time; each system launched has its own setup and monthly fee (see the table above). Website Remake, Testimonials Engine and Data Cleanup are quoted in writing after the free AI Strategy Session. **Can services be combined or customized?** Yes. InfoUpgrade combines them, adjusts scope to fit a budget, or builds a fully custom AI project. **Do we have to replace our current software?** No. InfoUpgrade works alongside the tools the agency already uses, such as its agency management system, email and website, and confirms what connects on the strategy call. **Who owns the systems after the project?** The client. Data, accounts and workflows stay with the firm if the engagement ends. **Where is InfoUpgrade located? Do you work with clients outside New York?** InfoUpgrade is based in Springfield Gardens, Queens, and works with agencies across Queens, Brooklyn and Nassau County. It also works remotely with clients anywhere. **Can you meet or train our team in person?** Yes. In-person meetings and trainings are available on request for clients in the New York City area. US-based clients elsewhere can have InfoUpgrade on site if they cover travel and related expenses. **Is our data safe?** InfoUpgrade's founder has over a decade of experience in regulated industries, and the client owns its data, accounts and workflows throughout and after the engagement.