Suggests the next coverage question in the first conversation and hands you a structured summary for the quote.
For independent insurance brokerages
Every renewal reminder out on time, in your voice.
Renewal check-ins, quote follow-ups and onboarding requests drafted for your approval from your own client notes, so your producers spend the day selling.
30-minute call. Then a baseline week: where your hours go and what they cost.
Where the day goes.
Renewal reminders go out the day they're due, or the day after.
Quotes go quiet because nobody followed up.
New clients send documents in five emails and two phone calls.
What the assistant does.
Renewal check-ins and quote follow-ups drafted every morning, waiting for a producer's ok.
Tracks what each new client still owes and drafts the reminders.
Works alongside: Your email, Applied Epic, Keal or PowerBroker, and your spreadsheets.
- Your client data stays with you
- You approve every message before it's sent
- Your data never trains a model
- No new system to learn
How it works
From first call to a working gear.
- 01
A 30-minute call.
You tell us where the hours go.
- 02
Baseline week.
We pick one task and one number and measure where you are today. You get a written map of where the hours go and what they cost.
- 03
Build.
We build it in your accounts, on your email, spreadsheets and CRM. You see it working on your own real examples, with names removed, before it goes live.
- 04
Before and after.
We measure the same number again.
Projects typically start at $5,000.
Results
Measured, not promised.
Time per client intake
Measured on one firm's client intake, before and after. Approximate.
Client follow-ups sent within a week
A solo career practice: client follow-ups sent within a week, before and after.
Time to finish a ticket
A software development team cut the time it takes to finish a ticket.
FAQ
What about…?
Will clients know it's AI?
Messages go out from you, after you approve them, in your voice. You decide what to disclose.
Will it replace my assistant?
No. It prepares the drafts, notes and reminders your assistant types today, so they can spend their time on clients. You and your team decide what goes out.
What happens to client data?
It stays in your accounts. The AI runs under your firm's own agreements, and business APIs are contractually barred from training on your data. Details: How we handle your data.
What if it doesn't work for us?
You'll know before you commit to a build. The baseline week shows where the hours actually go, and we show the tool working on your own real examples, with names removed. After the build we measure the same number again.
Do we need new software?
No. It works in your email, your spreadsheets and the system you already use.
What does it cost?
It depends on the task, so we quote after the first call and the baseline week. Projects typically start at $5,000.
Where do your team's hours go?
Tell us a little about your business. We'll reply within two business days.
- hello@aigear.ca
- Phone
- 204.631.0222