Our Story
Transforming the Insurance Industry from the Inside Out
As a 20-year veteran of the insurance industry, a Certified Insurance Counselor (CIC), and the founder of my own scratch agency, I've experienced firsthand the challenges that every insurance professional faces.
The late nights preparing renewals. The struggle to create standout submissions in competitive markets. The hours spent analyzing policy language to ensure clients have proper coverage. The constant battle between servicing existing clients and finding time for new business development.
I created these specialized AI tools because I needed them myself.
After building my agency from the ground up, I recognized a significant gap in the technology available to independent agents and brokers. While carriers and large brokerages had teams of people handling renewals, submissions, and policy analysis, independent professionals were left to manage everything themselves with generic tools not designed for insurance workflows.
The Idea
Born from Real-World Insurance Experience
These GPTs weren't developed by tech specialists who've never written a policy. They're the product of thousands of hours spent in the trenches of daily insurance operations, informed by:
-
Nearly two decades of industry experience
-
The rigorous knowledge standards of the CIC designation
-
Practical insights from building an agency from scratch
-
Countless conversations with fellow agents about their daily challenges
Each tool addresses specific pain points I've personally experienced and have watched colleagues struggle with year after year.
Reducing E&O Exposure While Saving Time
As agents, we live with the constant awareness that a coverage oversight could lead to an E&O claim. I designed these tools not just to save time but to enhance thoroughness and accuracy. By systematizing the approach to renewals, submissions, and policy analysis, these GPTs help create consistent, comprehensive work product that reduces professional liability exposure.
What once took me hours now takes minutes, allowing me to focus on the relationship-building and strategic advising that truly drives agency success.
A Vision for a Better Industry
I believe in the vital role that independent insurance agents and brokers play in protecting businesses and individuals. Our industry thrives when insurance professionals can focus on advising clients rather than drowning in administrative tasks.
By creating these specialized tools, I'm working to:
-
Level the playing field between independent agents and larger brokerages
-
Elevate the quality of service that all insurance professionals can provide
-
Reduce the barriers to entry for new talent entering our aging industry
-
Enable experienced agents to scale their practice without sacrificing quality
Join the Movement
Every day, more insurance professionals are discovering how these specialized AI tools can transform their practice. From new producers seeking to establish credibility to veteran agents looking to scale their book, the feedback has been clear: these tools are changing how insurance gets done.
I invite you to join us in this journey to revolutionize our industry, one agency at a time. Your success is our success, and together we're building a more efficient, effective insurance community that better serves our clients and creates more sustainable careers for insurance professionals everywhere.
Ready to transform your insurance practice?
