We build the office systems, automations and search presence that keep a small business running at 2am, on a holiday, and in the middle of your busiest season.
Book a free auditCase study
Forty years of client history lived in scattered spreadsheets, with Open Enrollment weeks away. We moved all of it into one system the whole office works from, and made the agency easier to find on Google and in AI search.
client records moved in and cleaned upEvery client in one searchable place, with birthdays, policies and notes attached.
policies trackedRenewals are checked automatically every night, and the agents get an email when one is coming due.
in commissions reconciled to the cent9,264 carrier payments imported and checked against the agency's own totals.
AI search readiness, from 80 to a perfect scoreThe site is now built to be read by AI assistants like ChatGPT and Copilot, not only by people.
pages indexed by GoogleIncluding a new Open Enrollment page and a page for each town the agency serves.
Services
For businesses running on spreadsheets and memory
One system built around how your team already works: customers, jobs or policies, forms, follow-ups, documents and a dashboard with your real numbers.
We bring your existing data with us, so nothing starts from zero.
For the tasks someone does by hand every week
Missed-call coverage, review requests, reminders, renewal alerts and plain-English reports, added to the tools you already use.
For businesses customers can't find yet
Your Google, Bing and Apple Maps profiles, pages for the towns you serve, a review system and a site AI assistants can read, so when someone asks who's best nearby, your name comes up.
Ongoing and monthly, with a results report every month.
Process
A call about where your time goes. You get an honest answer, even if the answer is that you don't need us.
We sit with your team and see how things actually get done before anything is built.
Your system, your data brought over, and your team shown how to use it.
Hosting, fixes, backups and changes are handled, and you get a report every month.