The agency owner who needs booked appointments
Commission-driven insurance operators who see qualified appointments as their growth bottleneck and pay for outbound capacity tied to results.
What they want: A system that calls web leads within 60 seconds and turns pre-qualified leads into booked consultations.
Still unsolved for them
- Funnel technical build is incomplete
- Need to convert pre-qualified leads into consultations
- Outbound agent calling web leads within 60 seconds
The agency buried in manual back-office work
Growing agencies whose manual workflows and off-the-shelf CRM now slow everything down, and who want automation without adding staff.
What they want: Clean data migration, task automation, dashboards and reporting that fit how an insurance agency actually runs.
Still unsolved for them
- Migrate and validate existing agency data
- Task automation and dashboard configuration in GHL
- Build reporting and employee management capabilities
The carrier keeping transformation on schedule
Mid-market and large insurers with committed budgets and program offices, filling scarce platform skills to hit transformation milestones.
What they want: Reliable handling of small group benefit plans, accurate payroll deductions on deadline and tracking of non-standard provisions.
Still unsolved for them
- No dedicated agent to manage small group benefit plans
- Payroll deduction accuracy and deadline pressure unmet
- Need to track non-standard provisions diligently
The brokerage with a half-finished website
Established agencies with brand and content in place, paying for narrowly scoped completion work under a deadline and compliance limits.
What they want: A site that tells a clear brand story, uses original artwork and actually brings in qualified inbound insurance leads.
Still unsolved for them
- Develop compelling storyline connecting past, present, future
- Insufficient qualified inbound insurance leads
- Original vector logo, no AI or stock artwork
The actuarial lead who buys expertise by scope
Risk-averse insurers and intermediaries buying defined pricing, filing or licensing expertise on retainer because internal teams are thin.
What they want: Precise deliverables like evaluated pricing models, IRS 1094-C and 1095-C XML files and IFRS S1 and S2 readiness reviews.
Still unsolved for them
- Deliver model with precision, recall, F1, ROC-AUC evaluation
- Develop IRS AIR 1094-C/1095-C XML files
- Comprehensive IFRS S1 and S2 readiness gap assessment
The insurtech that needs regulatory depth fast
Funded insurance startups with product ambition but little operations expertise, needing to satisfy carriers, regulators and enterprise buyers.
What they want: Help securing carrier appointments, building a producer network and reaching profitability faster.
Still unsolved for them
- Drive profitability and expand market presence
- No carrier appointments or producer network in place
- Review sample demand packages and discuss strengths