AI
Models

Harness the power of data to reimagine what your business can do through custom-built AI.

Keep pace with the needs of your business. We build and deploy custom AI apps for any use case, including digital agents, content generation, quoting, data analysis and more. We focus on solving real-world problems for businesses using LLMs.

Since building our first AI product in 2016, we have gained significant experience in this field, do not outsource developers and integrate directly into your existing tech stack.

We build and train custom AI models that allow businesses to do more. We believe AI/ML algorithms are most effective when they are empower humans to ask complex questions, interpret answers, and act on results. Unlike off-the-shelf products, these AI tools can be customized to fit your exact needs, ensuring higher efficiency and effectiveness.
Debra
Debra
Debra is a custom-built and trained AI (GPT) model that will enable any agency or business to do more, automate operations, view business analytics and more. Instead of manually pulling and interpreting data, generate reports and summaries on sales performance, customer behavior, and market trends. Debra will even continue to learn and improve every day she is put to work.
CRM
Financials
Reconcile commissions
Use cases
Search and update prospects and clients
Appetite guide for commercial risks
Easily analyze all aspects of your business
All business, client and employee information in one location 
Real-time insights into customer sentiment
Reconcile commissions
Analyze operations and historical sales data
Integrate w/ existing tech stack
Models / Tools
GPT-4o
GPT-4 Mini
Claude
Pinecone
Integrations / Training
AMS and CRM integrations (we setup integrations for you)
Customized to fit your unique needs
You own your code, data and model
Agent and team training
Days to complete project: 14-30 days
Support Plans
Basic
$350/mo
  • 6 hrs/mo
Premium
$1K/mo
18 hrs/mo
1 new build/mo
Elite
$2K/mo
38 hrs/mo
1 new build/mo
Priority support
Many clients still want to upgrade designs, add new features or add new models. These plans allow for just that. We dedicate a minimum number of hours that are required to be applied each month and then work on each feature from design to deployment. Pick what you would like worked on each month.
Included in all packages
Integration and automation help
24/5 support
Ongoing model training
MLOps and data training
More customizations
New model builds
Data privacy and security
Edison
Edison provides custom home and auto insurance quotes/requotes in under 2-minutes with the top-3 carriers (by price), detailed premium breakdowns and savings recommendations. Adjusts price based on previous claims, roof year, credit score and more. On average Edison saves agents 30 minutes per quote.
Home quotes
Auto quotes
Branded proposal
Use cases
Drastically reduce re-quoting time
Use in combination w/ chatbot for lead generation on your website
Provide prospects and clients with detailed savings recommendations and coverage options w/ each quote
Branded quote proposals
Integrate w/ existing tech stack
Models / Tools
GPT-4o
GPT-4 Mini
Python
Pinecone
Integrations / Training
AMS and CRM integrations (we setup integrations for you)
Data preprocessing and fine-tuning
You own your code, data and model
Agent and team training
Days to complete project: 30 days
Support Plans
Basic
$350/mo
  • 6 hrs/mo
Premium
$1K/mo
18 hrs/mo
1 new build/mo
Elite
$2K/mo
38 hrs/mo
1 new build/mo
Priority support
Many clients still want to upgrade designs, add new features or add new models. These plans allow for just that. We dedicate a minimum number of hours that are required to be applied each month and then work on each feature from design to deployment. Pick what you would like worked on each month.
Included in all packages
Integration and automation help
24/5 support
Ongoing model training
MLOps and data training
More customizations
New model builds
Data privacy and security
Acord
Acord Me Not
No more data entry. The easiest and fastest way to create an Acord form. Upload a client or prospects previous policy - Acord Me Not will parse the policy data and provide you with a completed Acord form.
125
140
126
COI
Benefits
Drastically reduce the time it takes to create an Acord form
No data entry
More Acord forms available
Integrate w/ existing tech stack
Models / Tools
GPT-4o
GPT-4 Turbo
Python
Pinecone
Integrations / Training
AMS and CRM integrations (we setup integrations for you)
Customized to fit your unique needs
You own your code, data and model
Agent and team training
Days to complete project: 14-30 days
Support Plans
Basic
$350/mo
  • 6 hrs/mo
Premium
$1K/mo
18 hrs/mo
1 new build/mo
Elite
$2K/mo
38 hrs/mo
1 new build/mo
Priority support
Many clients still want to upgrade designs, add new features or add new models. These plans allow for just that. We dedicate a minimum number of hours that are required to be applied each month and then work on each feature from design to deployment. Pick what you would like worked on each month.
Included in all packages
Integration and automation help
24/5 support
Ongoing model training
MLOps and data training
More customizations
New model builds
Data privacy and security
Sam
AI voice agent for inbound customer service inquiries. Sam combines deep technical knowledge with a strong sense of emotional intelligence while simulating a broad array of service scenarios—from basic inquiries to intricate problem-solving challenges for inbound customer service calls. Pre-built connections with OpenPhone, Vonage and Twilio. Sam will even continue to learn and improve every day she is put to work.
Talk
Q&A
Transfer
Quotes
Use cases
Answer and redirect all inbound calls
Create your own unique voice or use your own
Take messages
Provide claims information to clients
Take prospect information for quotes and connect w/ your CRM
Leave messages for clients
Integrate w/ existing tech stack
Models / Tools
GPT-4o
GPT-4 Turbo
Deepgram
VAPI
OpenPhone
Vonage
Twilio
Pinecone
Integrations / Training
AMS and CRM integrations (we setup integrations for you)
Data preprocessing and fine-tuning
You own your code, data and model
Agent and team training
Days to complete project: 30 days
Support Plans
Basic
$350/mo
  • 6 hrs/mo
Premium
$1K/mo
18 hrs/mo
1 new build/mo
Elite
$2K/mo
38 hrs/mo
1 new build/mo
Priority support
Many clients still want to upgrade designs, add new features or add new models. These plans allow for just that. We dedicate a minimum number of hours that are required to be applied each month and then work on each feature from design to deployment. Pick what you would like worked on each month.
Included in all packages
Integration and automation help
24/5 support
Ongoing model training
MLOps and data training
More customizations
New model builds
Data privacy and security
Walter
Walter
Walter is a custom-built and trained AI model that will enable you to instantly compare commercial policies, find coverage gaps, breakdown policies and provide instant value to clients. Walter will even continue to learn and improve every day he is put to work.
Policy breakdown
Find savings
Appetite guide
Policy comparisons
Use cases
Automation of manually comparing commercial policies
Instantly find coverage gaps
Custom commercial appetite guide
Branded quote proposals
Integrate w/ existing tech stack
Models / Tools
GPT-4o
GPT-4 Turbo
Python
Pinecone
Support / Integrations
AMS and CRM integrations (we setup integrations for you)
24/5 support
Live training
Heavy data training
Tag
Tag
Fully customized chatbot for client support that can be fully customized to fit any business (style, responses, tone, branding and tasks).
Q&A
Support
Quoting
Use cases
Customer support
Lead generator
Service requests
Integrate w/ existing tech stack
Optional quoting ability
Models / Tools
GPT-4o Mini
GPT-4 Turbo
Pinecone
Integrations / Training
AMS and CRM integrations (we setup integrations for you)
Data preprocessing and fine-tuning
You own your code, data and model
Agent and team training
Days to complete project: 30 days
Support Plans
Basic
$350/mo
  • 6 hrs/mo
Premium
$1K/mo
18 hrs/mo
1 new build/mo
Elite
$2K/mo
38 hrs/mo
1 new build/mo
Priority support
Many clients still want to upgrade designs, add new features or add new models. These plans allow for just that. We dedicate a minimum number of hours that are required to be applied each month and then work on each feature from design to deployment. Pick what you would like worked on each month.
Included in all packages
Integration and automation help
24/5 support
Ongoing model training
MLOps and data training
More customizations
New model builds
Data privacy and security
Ruth
Ruth will instantly find and display residential and commercial property information. This is a great starting point for agents new to AI. Save approximately 20-45 minutes a day
Property details
Business info
Use cases
Easily locate property data
Look up prospect info
Look up business info
Integrate w/ existing tech stack
Models / Tools
GPT-4o Mini
SERP
Actions
Support / Integrations
AMS and CRM integrations (we setup integrations for you)
24/5 support
1 hour of hands-on training
Sierra
Spanish speaking customer service AI that is capable of quoting.
Talk
Q&A
Transfer
Dak
Custom blog writer can write in your favorite writers style with your brands tone and style. Improve your sites traffic and SEO.
SEO
Blogs
Social media
Integrations

Leverage AI with the tools you already use

We'll even connect and set integrations for you.
Canopy Connect Integration Logo
Agency Zoom Integration Logo
Ezlynx Integration logo
Now Certs Integration Logo
SmallGiant Logo
Risk Advisor Integration Logo
Hawksoft Integration Logo
JotForm Logo
Salesforce Integration Logo
Zapier Integration Logo
Zoho Integration Logo
Better Insurance Logo
Dropbox integration logo
Pipedrive logo
Hubspot Integration Logo
Slack Logo

AI Products

Custom AI apps for any use case, including digital assistants, content generation, summarization, data analysis and more.

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