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People-First AI Coaching for Insurance Agency Owners

AI Isn't the Problem in Your Agency

Friction Is.

 

Before you bring in automation, let's fix the real blockers. We help agency owners uncover the operational and people-based friction inside their systems, workflows, and culture—then decide if (and where) AI actually makes sense.

 

We're not outsiders. We still run an agency, and we've been implementing AI since 2020.

 

Book a Discovery Call

Starts at $1,500/month. No surprises.

Start With the Real Problems—Not the Tools

You've got systems in place—AMS, CRM, maybe even a chatbot or two. But things still feel slower, clunkier, and more stressful than they should.

Sound familiar?

Producers don't follow consistent workflows

CSRs are drowning in tasks AI could handle

CRM data is incomplete, inconsistent, or unused

Your client experience is uneven

Everyone's busy—but no one feels more effective

This isn't a tool problem. It's a friction problem.

If you don't fix that first, no tech—AI or otherwise—will help.

We Remove the Friction Before We Talk About AI

We're not here to sell software. We're here to solve problems.

We begin by helping you:

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Uncover hidden inefficiencies in your workflows

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Identify disconnects between systems, teams, and expectations

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Clean up and clarify CRM usage and data integrity

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Align your people and process before you automate anything

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Determine if—and where—AI actually fits

The goal isn't to be trendy. It's to build a healthier, smoother, more modern agency.

If AI Is the Right Tool, We Make It Stick

Once you've reduced friction and clarified your systems, we'll help you implement AI—strategically and sustainably.

That includes:

Real-World Use Cases

Coaching on renewal prep, client service, quote comparisons, internal SOPs

Role-Based Adoption

Strategies for producers, CSRs, and ops teams

Simple Prompt Frameworks

Insurance-specific workflows and templates

AI Champion Activation

Train someone on your team to lead ongoing adoption

No fluff. No hype. Just the right tools applied the right way—with people leading the charge.

The People-First AI Coaching Process

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1. Friction & Trust Audit

We audit your internal systems, team processes, and CRM/AMS usage to surface what's slowing you down.
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2. Enablement Strategy

You'll get a clear plan for solving real agency problems—with or without AI.
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3. Live Coaching Sessions

We run interactive workshops with your team to build alignment and early wins.
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4. AI Champion Activation

We help one of your team members step into the role of internal AI leader—with ongoing support.

Why Work With Us

We're not guessing at what agencies need.

We still run an independent insurance agency.

We've been implementing AI inside our own operations since 2020. We hold formal certification in applied AI and are finishing a Master's degree focused on this very field.

That means everything we coach is:

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Tested in a real, working agency
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Rooted in people-first culture
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Practical, not theoretical
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Built for independent insurance realities

You don't need another vendor.

You need someone who gets the business and the tech—and can help your people make both work together.

What It Costs—and What You Get

Coaching starts at $1,500/month. Flat rate. Zero surprises.

You'll get:

checked A full Friction & Trust Audit

checkedA custom enablement strategy

checkedLive team and leadership coaching

checked Ongoing email support

checkedTools, templates, and real-world prompts

checkedActivation and mentoring of an internal AI Champion

 

Most agencies see real momentum within the first 30–60 days.

This isn't a short-term workshop. It's the foundation of a long-term edge.

Ready to Lead With Clarity and Confidence?

You don't have to figure out AI alone. You don't have to fix your systems by trial and error. You just need someone who's already doing it—and can help you do it right.

Book a Discovery Call

$1,500/month. Built for real agencies. Ready when you are.

Common Questions About People-First AI Coaching

Get answers about our friction-first approach, pricing, and what makes our coaching different

How Much Does People-First AI Coaching Cost?

What Problems Can AI Implementation Solve for Insurance Agencies?

How Does Our Friction-First Approach Compare to Other AI Solutions?

What Are the Best Practices for AI Implementation in Insurance Agencies?

How Do You Ensure AI Implementation Success?

AI Implementation & Coaching

Supporting human excellence through intelligent technology. Because the future belongs to organizations that empower their people.

contact@buildinganiche.com
(555) 123-4567