Insurance AI Consulting
Most insurance teams are using AI like a chatbot, one question at a time. We help agencies, wholesalers, and MGAs move to agentic workflows that actually run your submission intake, triage, and quoting pipeline, without ripping out your systems.
Sound Familiar?
"Your submissions sit in email for 72 hours before anyone triages them."
"Every vendor says they integrate with your AMS. None of them actually do."
"Still using AI as a fancy search bar? There's a better way."
"Advance from AI chatbot to AI that runs your workflows end to end."
"Automate the grind. Spend more time on the relationships that actually close."
What We Do
Five focused engagements. Each one ends with something you can run with on Monday.
Develop a clear, actionable roadmap for integrating AI into your insurance operations, aligned with your business goals and regulatory requirements.
Reengineer your end-to-end submission intake, triage, and quoting processes to reduce cycle times and improve hit ratios.
Design and launch focused AI pilots with clear success metrics, minimizing risk while proving value fast.
Navigate the InsurTech landscape with independent, unbiased assessments of AI and automation vendors relevant to your workflows.
Ongoing strategic counsel, board-level presentations, and industry insight to keep your organization ahead of the curve.
Why Work With Us
We've built and scaled AI solutions inside insurance, not just advised on them.
Fluent in submission flows, underwriting, and distribution dynamics.
Independent guidance with no platform allegiances or referral fees.
Discovery · Protection · 1752
In 1752, Benjamin Franklin flew a kite into a thunderstorm and co-founded America's first insurance company. Same instinct. Same year. He didn't see discovery and protection as opposites. Neither do we.
"An ounce of prevention is worth a pound of cure."
Benjamin FranklinAgentic Insurance is the lightning rod for your agency, designed to divert and harness the power of AI, not be destroyed by it.
Let's start with a focused strategy call to understand where AI can create the most impact in your organization.
Book a Strategy CallComing Soon
The CAIC, Certified AI Insurance Credential, is a rigorous, scenario-based credential for insurance professionals who want to lead AI adoption in their organizations. Built for practitioners, not theorists.
Curriculum built on real P&C workflows and vendor landscape
Scenario-based assessments, not multiple choice quizzes
Earns a shareable LinkedIn credential alongside your CPCU, CIC, and CRM
No spam. First to know when we launch.