Done For You Agency Automation
Don’t want to build it yourself?
We’ll set it up for you.
What's Included
Everything built. Nothing left for you to figure out.
AI Assistant — Pre-Configured
An AI tool already loaded with insurance-specific prompts for renewals, follow-ups, cross-sell outreach, and client communication. Open it and use it.
Automation Workflows — Pre-Built
Your lead response sequence, renewal reminders, and follow-up triggers are already configured. Connect your accounts and they run on their own.
Templates and SOPs — Ready to Use
Every email template, prompt, SOP, and workflow is organized and loaded so you never start from a blank page.
Guided Onboarding Session
A dedicated session to connect everything to your agency's existing systems, answer your questions, and make sure it's all running correctly.
The Process
Here's what happens after you request your setup
Submit Your Request
Fill out the form below. Tell us what you want automated and what your agency looks like.
We Review Your Agency’s Needs
We’ll review your agency’s needs, answer your questions, and discuss exactly what your done-for-you setup would include.
Your Setup Is Built Custom for You
Your automation tools are configured, your templates and workflows are loaded, and everything is tested before your onboarding session.
Guided Onboarding — You're Live
A dedicated session to connect everything to your agency, walk you through what's running, and answer any questions. By the end of the call, your automation is live.