NOW BOOKING · Q2 2026

AI setup for
insurance agents
that actually closes deals.

We set up Claude, OpenAI, and ChatGPT for your business in days — with the scripts, follow-ups, social posts, and team workflows your industry actually needs. No fluff. No PhD-level consultants. Just AI that pays for itself in the first month.

client client client client client
Trusted by agents, brokers, contractors & clinics across 14 states
Live
$0
Revenue Added
↑ 34% this month
0
Leads Captured
↑ 2.4× vs before
0h
Hours Saved / wk
↑ automated
💰
Deal closed — $4,800 policy AI objection script · 4 min ago
Closed
📨
12 follow-ups sent automatically Lead nurture sequence · 11 min ago
Sent
✍️
30 social posts generated Content calendar · ready to schedule
Ready
Lead Response Speed4 min avg (was 6 hrs)
Content Pipeline30/30 posts ready
Team Adoption9 of 10 active
Insurance Agencies
Real Estate Teams
Mortgage Brokers
Roofing & HVAC
Med Spas & Clinics
Law Firms
Title Companies
Recruiting Agencies
Accounting Firms
Insurance Agencies
Real Estate Teams
Mortgage Brokers
Roofing & HVAC
Med Spas & Clinics
Law Firms
Title Companies
Recruiting Agencies
Accounting Firms
// 01 · WHO WE BUILD FOR

Built for service businesses
that live and die by leads.

We don't build chatbots for tech startups. We help operators in five industries close more deals with AI that fits how their business actually runs.

🛡
Insurance Agencies
Lead response & follow-up
🏠
Real Estate & Mortgage
Listings, listings, listings
🔧
Home Services
Estimates, reviews & bookings
💎
Med Spas & Clinics
Consults, retention & content
⚖️
Law Firms
Intake, drafts & client comms
Faster lead response
0
Saved per week, per rep
0
More content output
1
Extra deal pays for it
// 02 · WHAT'S INCLUDED

A complete AI system —
not a ChatGPT login.

Most "AI consultants" hand you a $20 subscription and call it done. We deliver the full operating layer: prompts, workflows, training, and ongoing optimization.

01

Custom Prompt Library

50+ prompts tuned to your business, your voice, your scripts. Saved and ready to fire.

objection_handler — premium too high
followup_24hr — no response yet
listing_description — luxury single-family
recruiting_dm — licensed agent
review_request — post-close
02

30-Day Content Calendar

A month of social posts, captions, and themes — already mapped to your brand voice.

03

Lead Follow-Up System

Templates for every touchpoint — Day 1, Day 3, Day 7, Day 30.

78%

avg reply rate lift

04

Sales Scripts

Objection handlers, discovery questions, closing language.

Discovery12 prompts
Objections24 prompts
Closing8 prompts
05

Tools We Set Up

Integrated into the tools you already use.

CLAUDECHATGPTSLACK GMAILHUBSPOTNOTION ZAPIERGHL
06

Team Training

Live 1-hour calls. Your staff learns to use it without reading a 200-page manual.

07

Internal SOPs

Written playbooks: when to use AI, when not to, what's compliant.

08

Dedicated Client Support

We don't disappear after install. Dedicated support 7 days a week — Slack and email, always answered.

// 03 · HOW IT WORKS

From call to live AI
in under 7 days.

01

Free Evaluation Email

Tell us where your business is struggling and what you want to improve. We'll respond within 24 hours with a tailored AI strategy and three specific opportunities for your operation.

DAY 0
02

Build Your System

We custom-build prompts, content, scripts, and SOPs around your business and voice.

DAY 1–4
03

Install & Train

We set up Claude or ChatGPT, integrate your tools, and train your team live.

DAY 5–6
04

Optimize Monthly

New prompts, new content, model upgrades, and quarterly reviews — so it keeps compounding.

ONGOING
// 04 · PRICING

Simple pricing.
No hourly nonsense.

Three setup packages. One subscription that keeps your AI sharp. Cancel anytime, no long contracts.

AI STARTER
$997
one-time setup

Solo agents, realtors, contractors, small business owners.

  • AI business audit + 30-day implementation roadmap
  • ChatGPT or Claude account setup
  • Custom prompt library tuned to your business
  • Lead follow-up templates (Day 1, 3, 7, 30)
  • Social media content system
  • Email response templates
  • 1-hour live training (recording included)
  • AI privacy & data safety guide
Get Started →
AI SCALE
$6,997+
one-time setup

Multi-office firms, brokerages, clinics, larger agencies (5–10+ users).

  • Everything in Growth
  • 5–10 team member setup & onboarding
  • Department-specific prompt libraries (sales / admin / CS)
  • Claude Team / ChatGPT Business setup
  • Full internal AI policy & compliance doc
  • Cross-department workflow automation
  • 2 live training sessions + manager playbook
  • Priority client support, 7 days a week
Talk to Founder →

★ AI software subscriptions billed separately · ChatGPT Business & Claude Team ~$20–$25 per user/month

🛡 Results guarantee or we keep working
Live in 7 days or less
📞 No long-term contracts
🔒 NDAs available on request
// OPTIONAL HARDWARE ADD-ON

Add a brand-new Mac mini.
Plug in. Open Claude. Start working.

Choose your Mac mini at checkout. We order it, install your full prompt library, configure Claude & ChatGPT, and ship it pre-loaded so it works out of the box. +$100 setup fee covers procurement, configuration, and account setup.

+$899Mac mini M4 · 16GB · 512GB · ready-to-use
+$1,599Mac mini M4 Pro · for heavy AI workflows

Or skip the Mac mini and we'll set everything up on your existing computer.

M4
// 06 · ONGOING SUPPORT

Why every client
stays on a monthly plan.

AI doesn't stay current on its own.

New models drop every quarter. Prompts that crushed it in January are stale by April. Your competitors are getting better, faster, smarter — and so are the tools.

Our subscription keeps your system upgraded with new prompts, fresh content angles, model migrations, and the workflows other operators in your industry are quietly winning with.

→ One extra closed deal a year covers 12 months of support.

AI Tune-Up Support
New prompts, Q&A, small updates, tool recommendations
$297/mo
AI Growth Support · RECOMMENDED
Weekly content, campaign ideas, workflow updates, monthly training
$497/mo
AI Partner Support
Done-with-you content, automation, staff Q&A, monthly training calls
$997/mo
Full AI Ops
Embedded support for agencies & multi-office firms
$1,500+/mo
// 05 · RESULTS FROM REAL CLIENTS

What operators say after
their first 30 days.

From insurance agencies to law firms — here's what happens when AI is set up the right way.

+4 policies/month
"

I was skeptical — I'd tried ChatGPT on my own and got nowhere. Within the first week of setup, my follow-up response time dropped from 6 hours to under 10 minutes. Closed 4 extra policies in month one alone. The prompts they built for objection handling are worth the entire price by themselves.

MR
Marcus R.
Independent Insurance Agency · Dallas, TX
★★★★★
12 hrs saved/week
"

I was writing listing descriptions, follow-up emails, and social posts manually every single day. Now I fire a prompt and it's done in 60 seconds. I recovered 12+ hours a week — hours I now spend on showings. Two extra transactions in 60 days. This thing paid for itself before the first month was over.

SL
Sarah L.
Real Estate Agent · Phoenix, AZ
★★★★★
$34K recovered pipeline
"

We were losing roofing jobs to competitors who responded faster. The missed-call follow-up system they built texts back every lead within 60 seconds — even at 2am. We recovered $34K in jobs in the first 90 days that we would have flat-out lost before. My dispatcher cried tears of joy.

TW
Tony W.
Roofing & Storm Restoration · Nashville, TN
★★★★★
+22 bookings/month
"

We're a busy med spa and were dropping the ball on inquiry follow-up constantly. The AI system they set up now responds to every new inquiry within minutes — with a message that sounds exactly like us. Our consultation bookings went up 40% in 6 weeks. The content calendar alone would have cost us $3K/month from an agency.

KP
Dr. Keisha P.
Med Spa Owner · Miami, FL
★★★★★
3× intake conversion
"

Our intake follow-up used to take 48 hours. Leads would ghost us and sign with another firm. Now every form submission gets an AI-drafted response in under 5 minutes. We tripled our intake-to-consult conversion rate. The ROI on this was obvious within two weeks. Setup was smooth, team loved the training.

JA
James A.
Personal Injury Law Firm · Houston, TX
★★★★★
$0 → $6K/mo in referrals
"

I'm a mortgage broker. Before this, I had zero system for referrals — I just hoped clients remembered me. The referral request sequence they built sends the perfect ask at the perfect time. I went from zero referral revenue to over $6K a month in new business just from past clients reaching back out. Insane ROI.

RG
Rachel G.
Mortgage Broker · Chicago, IL
★★★★★

🛡 If You Don't See Results in 30 Days — We Work Free Until You Do

We're so confident in what we build that if you follow the system and don't see a measurable improvement in 30 days, we'll keep optimizing your setup at no charge until you do. No time limits. No excuses. We don't win unless you win.

// 07 · COMMON QUESTIONS

Things people ask
before booking.

Do I need to be technical?

Not even a little. We handle every technical step — accounts, integrations, prompts, training. You and your team just learn to use it. If you can use email, you can use this system.

How is this different from just buying ChatGPT myself?

A blank ChatGPT login is a typewriter. We hand you a finished playbook: 50+ industry-specific prompts, scripts, content calendars, follow-up sequences, and SOPs. Most people who "try ChatGPT" abandon it within 30 days because they don't know what to ask. We solve that.

What about compliance — HIPAA, attorney-client privilege?

For med spas, clinics, and law firms we set up Claude Team or ChatGPT Business (which don't train on your data) and write internal SOPs covering what staff can and can't put into the tool. We never recommend uploading PHI or privileged docs to consumer AI accounts.

Why subscribe monthly after setup?

AI changes fast. New models, new tools, new tactics. Subscribers get fresh prompts every month, content updates, and first access to anything new we deploy across our client base. Cancel anytime — but most clients stay because one extra deal a year covers it.

How long does setup take?

AI Starter: 3–5 business days. AI Growth: 5–7 days. AI Scale: 10–14 days. We schedule training the moment your system is built.

How does the Mac mini add-on work?

When you add a Mac mini at checkout, we handle the entire process for you. We procure the unit directly from Apple, configure it with Claude, ChatGPT, your custom prompt library, and every tool included in your package, then ship it to your office ready to plug in. The +$100 setup fee covers procurement, full configuration, software installation, account setup, and shipping. You receive a turnkey workstation — open the box, plug it in, start working.

Are AI subscriptions included in the price?

No. Setup pricing covers our build, training, and support — software is billed separately. ChatGPT Business is roughly $20–$25 per user/month and Claude Team is similar. We help you pick the right plan during setup.

// LET'S GET YOU SET UP

Get Your Free Evaluation.
No pitch deck. No upsell.

Tell us what your business does and where the bottleneck is. We'll send back 3 specific AI plays you can run this month — whether you hire us or not.

Free AI Evaluation Request

Fill this out and we'll respond within 24 hours with a tailored AI strategy for your operation.

Replies within 24 hours No spam, ever NDAs available
OR EMAIL US DIRECTLY
Ready to stop losing leads to slow follow-up? Get your free AI evaluation — we respond within 24 hours.
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