AI for insurance agencies
We build the five systems that stop you losing leads you already paid for. The agency below went from an 11% margin to a 41% margin in ninety days. Same revenue. Same offer. Same hours.
- Who it's for:
- independent agents and agency owners doing $500,000+ in revenue
- What we build:
- speed to lead, quote follow-up, book reactivation, recruiting, dashboard
- What it costs:
- $1,500 setup then $2,500/month. Six-month term.
- What it did for one agency:
- 11% to 41% margin in 90 days, same revenue, +$180,000
What does AI actually do for an insurance agency?
It answers leads in seconds instead of hours, chases every open quote until it closes or dies, reactivates the book of clients you already have, and shows you which lead sources actually produce policies. None of it replaces your judgement. It removes the four things that cost you the most and that nobody has time to do consistently.
What results have you got for an insurance agency?
One independent agent, twelve years at a major carrier, $600,000 in revenue and an 11% margin. Ninety days after we built five systems he was at a 41% margin. Same revenue, same offer, same hours. That is $180,000 more profit in a single quarter.
What we built for him
He had strong relationships and a real book of business, and he was running all of it on sticky notes and goodwill. No CRM. No automated follow-up. Nothing that turned a referral into a policy.
Before we built anything we spent three hours interviewing him. Not about software - about how he sold, what his best clients had in common, how referrals actually moved. Then we built:
- A CRM shaped around his specific sales cycle
- AI follow-up sequences written in his voice
- An agent recruitment and onboarding engine
- AI client communication at scale
- A morning dashboard, delivered before the phones started
The result was a franchise-ready operation. Every agent he recruits now steps into a system instead of a blank page.
90 days
to operational
11% to 41%
margin
+$180,000
profit
Where do insurance agencies lose the most money?
Five places, and all five are fixable. For the wider picture, see the seven places businesses leak profit.
Leads that arrive while you're on a call
The average agency answers a new inquiry hours late, if at all. At $30-80 per lead, that is money you already spent walking out the door.
Quotes that go out and never get chased
One follow-up attempt, then silence. Most unclosed quotes were never actually closed - they were abandoned.
A book of clients nobody talks to
You have hundreds of people who already trust you and no systematic reason to call them. Acquiring a new client costs multiples of selling to one you already have.
Recruiting that depends on who you happen to meet
No pipeline, no sequence, no onboarding. Growth is luck rather than a process.
No view of what actually pays
Which carrier, which product, which lead source, which agent. Without it, every decision is a guess and the expensive mistakes stay invisible.
What systems do you build?
Five systems, sequenced by impact. Speed to lead goes live in week one.
- Speed to lead. Every missed call gets a text back inside 30 seconds. Every form fill gets a reply inside 60. Four follow-up touches if nobody answers.
- Quote and underwriting follow-up. Open quotes chased automatically, in your words, until they close or say no.
- Book reactivation. A one-time campaign against your existing clients and aged leads, run once at the start.
- Recruiting and onboarding engine. A real pipeline for agents, with onboarding that runs itself.
- Morning dashboard. The six numbers that matter, in your inbox before the phones start.
How much does it cost?
Two tiers. Both are a six-month term, then month to month. If you would rather test us first, the Profit Growth Review is $2,500 and comes off a build in full.
| Service | Setup | Monthly | Term |
|---|---|---|---|
| Never miss a lead | $1,500 | $2,500 | 6 months |
| Full stack | $2,000 | $4,000 | 6 months |
| Profit Growth Review | $2,500 | - | One-off, credited in full |
Never miss a lead covers speed to lead, quote follow-up, appointment reminders and a monthly report. Full stack adds book reactivation, a weekly dashboard and a monthly block of hours for new work. Compare our monthly services or the Profit Growth Partnership.
Book a 20-minute callIs it TCPA compliant?
Yes. Text messaging needs prior express consent and carrier registration, and we handle both with you. We also enforce quiet hours and STOP handling. This is the step most generic automation shops skip, and it is where agencies get fined.
We work with the CRM you already run. If you do not have one, we set one up as part of the build. Carrier-agnostic.
Questions insurance agents ask
Do you work with captive agents or only independent?
Both. Independent agencies get the most from it because they control their own follow-up, but captive agents see the same speed-to-lead gains. Nothing in the build depends on your carrier relationship.
Will this replace my CRM?
Almost never. We connect what you already run first. If you do not have a CRM, we set one up as part of the build rather than selling you a separate tool.
How quickly will we see something?
Speed to lead is live in week one and is usually the first measurable change. Reactivation runs once in the first month. Recruiting and the dashboard take longer.
Do you guarantee results?
No. We report what we did and what moved, every month. The 41% margin is one agency, not a guarantee. What we do guarantee is that the work gets done.
Who actually does the work?
Brian builds the systems. Sean runs strategy. You get both of us directly, not a junior team and not a support ticket.
What do you need from us?
Inbox or CRM access, your usual answers to common questions, and about twenty minutes a month to approve work. That is it.
Who are Brian Price and Sean Harris?
Brian Price started as an electrical and software engineer at Western Digital, RF Micro Devices and SiliconSystems, then spent fifteen years running companies, including as the COO who took one from three people and $50,000 in revenue to 160 employees and $75 million. Sean Harris has spent three decades building revenue systems for direct-to-consumer and ecommerce brands. Brian builds the systems. Sean runs strategy.
Book a 20-minute call. No pitch.
We will tell you honestly whether we can move your numbers. If we cannot, we will say so on the call.