Niche Your Business

Grow a Profitable Niche Insurance Brand with Strategic Marketing

We help independent agents attract high-value clients, stand out in saturated markets, and scale through smart, tailored marketing—no tech headaches.

Take the AI Readiness Checklist

“AI didn’t replace anyone. It made all of us better.”
— Chris Greene, The Flood Insurance Guru

38% quote-to-close improvement

50% reduction in follow-up lag

CRM finally used consistently

CSRs trained in <2 weeks using role-based SOPs

What You Actually Need. What AI Should Solve. What We Build.

What Most Agencies Need:

• Quotes that don’t fall through

• Renewals that happen on time

• Systems that make sense to your team

• Automation that doesn’t sound robotic

What AI Should Solve:

• Ghosted leads

• Overloaded CSRs

• Manual work hidden in plain sight

• Gaps between quote > bind > renew

What We Build:

• Custom GPTs for quoting, renewal, and follow-up

• CRM workflows based on your real team processes

• SOPs, scripts, and training for each team role

• Visibility into what’s working — and what’s not

We don’t do “general marketing” here. If you need content strategy, our Niche Marketing division handles that — this offer is systems-first.

the output

What Does Your Quoting Process Really Look Like?

We don’t ask how your agency works — we walk through it with you.

We’ll test:

• How a prospect finds you on Google

• What your website or GMB listing tells them

• What it’s like to request a quote

• What happens after submission (or doesn’t)

• How soon and how clearly they hear from you

• What your renewal journey feels like from a client’s view

This isn’t theoretical. You’ll walk your own path — and see the friction.

HOW IT WORKS

How AI Implementation Works

Clarify the System

• Run a quoting + renewal diagnostic

• Map actual workflows and personas

• Identify automation gaps

Build the Brain

• Train GPTs on quoting, service, and claims

• Create CRM workflows that trigger trust

• Align tools to how your team actually works

Train the Team

• SOPs and walkthroughs for CSRs, VAs, producers

• Reduce rework, confusion, and tribal knowledge

• Slack support for async clarity

Optimize + Review

• Monthly performance reviews

• Adjust automation and build new GPTs as needed

• Stay ahead without burning out

SELF-ASSESSMENT

Is Your Agency Ready for AI Systems That Actually Work?

Take the AI Readiness Assessment — and get a personalized game plan based on your team, revenue, and workflow friction.

Service Tier Best For Monthly Investment

AI Strategy Sessions Solo agents or lean teams $1,000

Fractional Chief AI Officer (fCAIO) Growing agencies & clusters $2,000

Need content strategy too? Ask about our marketing team. This offer is AI systems only.

Schedule a Call

You wouldn’t quote someone without knowing their risk profile.

Why build AI without knowing your agency’s?

This Isn’t a Tool. It’s Your Second Brain.

You run the agency.

We build the system that runs with you.