Your account managers retype quotes all day. AI can do it for them.
We find the tasks that eat the most hours at your agency, then we automate them. Your team keeps the tools and routines it already has.
- Inbox12
- Accounts48
- Quotes7
- Follow-ups5
- Call notes
- Tasolia
To do3
Done2
Accounts›BP-1187
Rossi BakeryBOP
- Status
- Missing documentReminded
- Priority
- High
- Owner
- VSV. Sarda
- Due
- Nov 15
Documents 2/3
- Photo IDReceived
- Voided checkReceived
- Pay stubMissing
Activity
- MLMark Lewis created the account
- Tasolia reminded the client by email and text
Accounts›GH-0932
Morgan StudioGroup health
- Status
- Documents inTo fix
- Priority
- Medium
- Owner
- MLM. Lewis
- Due
- Nov 18
Documents received 3
Activity
- DMDana Morgan sent 3 documents
- Tasolia verified the documents: 1 to fix
Accounts›FL-2041
Miller LogisticsFleet auto
- Status
- Documents inCompared
- Priority
- Medium
- Owner
- MLM. Lewis
- Due
- Nov 20
Quotes received 3
- Carrier A.pdfPDF
- Carrier B.pdfPDF
- Carrier C.pdfPDF
Activity
- MLMark Lewis requested 3 quotes
- Tasolia compared the 3 quotes
| Coverage | A | B | C |
|---|---|---|---|
| Liability limit | $1M | $1M | $1M |
| Glass coverage | Included | Add-on | Included |
| Deductible | $500 | $1,000 | $250 |
| Annual premium | $21,400 | $20,850 | $22,100 |
Teams that trusted us
Hours of data entry, every day, on the same tasks.
Your account managers spend their days copying PDFs, filling in raters and chasing documents. We give that time back to your team.
Comparing carrier quotes
Every carrier sends its own PDF with its own coverage names. Someone copies them line by line into a spreadsheet before anyone can compare.
Quotes received
| Coverage | A | B | C |
|---|---|---|---|
| Hospital | 300% | 250% | 300% |
| Vision | $250 | $300 | $200 |
| Dental | 200% | 200% | 250% |
| Premium / mo | $42.10 | $39.80 | $44.60 |
Sorting incoming email
Every request lands in the shared inbox. Someone opens it, finds the right account, then forwards it to the right account manager.
Chasing documents
The missing pay stub, the blurry ID, the voided check nobody sent. You follow up, you check, you follow up again.
- Photo IDVerified
- Voided checkMismatch
- Pay stubMissing
Retyping into raters and the CRM
The same client, entered into each carrier’s rater, then again into your management system. One person at a time.
Times measured at our clients.
Three steps, from the first call to automation in place.
We don’t start with a tool. We start by looking at where your team’s time goes.
The free call
We talk about your agency: who does what, with which tools. You leave with the 2 tasks to automate first.
The 2 tasks to automate first
- 1Quote comparison
- 2Data entry into raters
A 5-day express audit
We interview 2 or 3 people per team and map your processes. You get a roadmap ranked by return on investment.
Process mapHayes Agency · 12 people
Account management4
- MLMark LewisAccount manager
- CDClaire DunnAccount manager
- TPTom ParkerAssistant
- LMLea MooreAssistant
Policy servicing3
- AGAmy GrantCSR
- NBNick BakerCSR
- SKSara KingAssistant
Claims2
- PLPaul LaneClaims lead
- EKEmma KerrClaims rep
Sales2
- HFHugo FordProducer
- IRIris ReedMarketing
6 processes4 can be automated1,259 hrs a year to win back
Quote requestThe process, step by step
Can be automatedStays human4 of 7 steps can be automated · 1,912 hrs a year
Your 2 most urgent automations
We build them. They take work off your team’s plate without asking anyone to change how they work.
- No commitment
- Your tools stay the same
−700 hrsrecovered
−570 hrsrecovered
4×return in year one
Recovered every year+1,270 hrs
- Weeks 1–3Setup
- Month 3Paid back
- Every year+1,270 hrs
What AI changes at an agency.
Our clients (in France, anonymized) and typical cases calculated for agencies of 5 to 80 people. Biggest wins first.
Group benefits brokerEmployee health and disability
Reading and comparing carrier quotes
Comparing 5 carriers: from half a day to 50 min
Personal lines brokerMortgage protection, health, disability
Entering clients into carrier raters
Multi-line agency80 people
Meeting notes and CRM updates
8,000 meetings a year
Commercial lines agency75 people
Preparing renewal files
4,000 renewals a year
Group benefits broker50 people
Answering employee questions during enrollment
9,000 questions a year
Auto insurance agency50 people
Endorsements and certificates
6,000 endorsements a year
Client results are measured. Typical cases are estimates for tasks we already automate; each card shows the volume used.
The co-founders behind your AI projects.
We find the work that takes up the most time and build automations your team can use every day.
Victoire Sarda
Co-founder and AI expert
Finds where AI can save you the most time, chooses the right tools, and leads the rollout with your team.
Isidore Mikorey-Nilsson
Co-founder and AI expert
Builds AI agents that take repetitive work off your team’s plate and fit the tools you already use.
One call, and you know where to start.
We ask about your agency, show you what’s possible, and you decide.
- The 2 tasks at your agency to automate first
- What each one would save you
- How long each one takes to set up
No commitment.
FAQ
Questions we get asked.
What happens to my clients’ data?
During the audit, we list the data each task touches. The roadmap flags the risks and watch-outs before anything gets built, and nothing happens without your sign-off.
My team doesn’t have time for this.
That’s the point: giving them time back. The audit needs 2 or 3 people per team for a few interviews. And the automations are designed so nobody has to change how they work.
We don’t know anything about AI.
You don’t need to. You know your business, and that’s what matters. AI is our job: we tell you what’s possible, in what order, and we build it.
Who owns the tool?
You do. The tool you pay for is yours, and we put that in writing in the proposal.
How much does it cost?
We cover that on the call. The price depends on what we find at your agency, and we’d rather give you a real number than a range.
See what AI can automate at your agency.
A free call, no commitment, to find the 2 tasks to automate first.
Book your free call