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Bring your messiest workflow.
A 60–90 minute working session, not a sales call: we whiteboard your intake-to-issuance flow, put numbers on the three costliest frictions, and scope the one workflow you would run in production for 30 days. You operate it on real submissions before you pay anything; the monthly rate starts after the trial.
Bring the work that repeats too: the intake, the chasing, the matching, the assembly nobody schedules and everybody does. That is what we scope to run as an AI Operational Workforce, with feedback loops that correct it as it goes and a person owning every decision that touches rating or binding.
How the session runs.
- 10 min. Your story and your stack: what you write, who you write it with, and what's holding it together.
- 30 min, whiteboard the flow, submission to issuance: every hop, hand-off, and re-key made visible.
- 10 min, friction cost math with your numbers, not industry averages.
- 10 min, what the 30 days would cover: one workflow, your real submissions, and a person owning every decision that touches rating or binding. Sometimes the answer is that it isn't worth running. We'll say so.
No slideware. A whiteboard, your actual workflow, and the one-page map in your inbox the same day, yours to keep, whoever you build with. If the scope holds up, the next step is a working system you run in production for 30 days.
Phone
Office
611 Druid Rd E Ste 715
Clearwater, FL 33765
You don't have to take the claims on this site on faith. We stand the system up in your production environment and you run it on real submissions for 30 days. The monthly rate starts after the trial.