Insurance 247 · September 2026
Your agency,
run on AI.
We set it up. We run it. You and your team just use it.
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Quick show of hands
Where are you with AI today?
Dabbler
You've tried it a few times. Maybe an email or two.
Daily user
It's part of your day. You'd miss it if it were gone.
Power user
You build with it. Projects, instructions, connectors.
Everyone in this room has the same AI. The advantage goes to whoever puts it to work.
Shana · Agency owner · Uses AI every day
What this looks like in a real agency
- Before AI, what did a normal week of running the agency look like?
- What's the first thing AI actually took off your plate?
- Quick hits: where has AI just blown you away?
- The big one: what cost savings have you seen, and what efficiencies have you created, to date?
- What would you tell an agent who is still waiting to try it?
How agencies have always tried to improve
Buy the book. Go to the training. Get fired up. Implement two percent.
Books, manuals and seminars. You come home with twenty ideas.
Back in the office the phones ring, and one or two ideas survive.
Nobody tracks who learned what. Nothing sticks.
Great ideas. No system to carry them.
The new way. The AI way.
Every lesson tracked. Every process documented. Every person accountable.
Every lesson tracked, for every person on your team.
Every process documented the moment you think of it.
Push it to your team. See who adopted it, who needs training, how they're doing.
Our Million Dollar Manual taught agencies how to run a great office. Now AI does that work for you. It never drops a detail, and everyone can reach it at once. AI is your million-dollar office manager.
Sound familiar?
You've done the training. You've paid for the coaching.
And you still had to go build it yourself.
The letdown. Every course, every coach, every manual ends the same way: great ideas, and the work still lands on your desk.
Your team is the same. Nobody wants more training. They want it done. Tools, not homework.
What you actually need. An office manager who does it all, so the agency stops depending on you to work and to sell.
With AI, for the first time, it can actually be done for you. That's what this platform is.
Open floor · Call them out
What's already working for you?
Which AI tools have actually helped you run your agency, and why did they stick?
The tool
What is it? Where do you use it?
What it does for you
The job it took off your plate, or the thing it made better.
Why it stuck
Plenty of tools get tried. What made this one part of your day?
Write them down. Every one is a clue to what your agency needs next.
The journey
Where we came from. Where we're going.
- Where we came from. The Insurance 247 AI Brain: years of coaching, scripts and systems in one place. Loved as a resource. Rarely implemented.
- What we tried. A custom training agent, quoted at $250,000, while AI changed every day. The answer: build on the big platforms, with our own platform underneath. 143 projects since AI arrived, every lesson rolled in.
- Who we built it with. Agencies like yours, and years of the training we have taught agents: the scripts, the systems, the coaching. All of it poured into this.
- Where we are. A platform built around your agency: your knowledge, our tools and agents, in the hands of you and your whole team. Live, with your own website and a Claude connector.
- Where we're going. The base is set. Now we build agents and tools full time: hiring, expense management, social media, content, tracking and accountability, team training, and much more on the table.
Then, a library you had to go read. Now, a system that knows your agency and works for everyone on your team.
Built by someone who has sat in your seat for years and can also build the tech. Not many can do both.
Where AI is today
The whole system comes down to two things.
Knowledge
Everything your agency knows, written down and organized. Your processes, scripts, policies and plans, plus the Insurance 247 Brain.
Agents
AI workers that use that knowledge to get things done. Training your team, tracking progress, documenting, reporting. The same way, every time.
An agent is only as good as what it knows about your agency. So we start with the knowledge.
The one habit that makes it work
Get it out of your head and onto paper.
- Record it or export it. Training, conversations, ideas, statements, logs, tracking sheets.
- One standard format. Even a plain text file works.
- The AI reads it, organizes it, files it, and puts it to work through our agents.
You
Talk. Record. Send it in. The one thing only you can do, and it takes minutes.
Us
Everything else: the tech, the tools, the options, the quality. That's the hard part.
No database. No integration project. The same pattern works for any business.
Where you touch it
Agents need a simple interface.
That's really two problems.
What do I have, and who gets access?
Your own website. Every document you've built, your knowledge library, who's trained on what, who can see what. Add and remove people. Check the AI's work. Your control room.
How do I get at it and do cool things with it?
Claude. Talk to your agents. Ask about your documents. Train your team, edit, assign, brainstorm. Any device, by voice or by typing.
Your website answers what you have and who sees it. Claude is where you use it.
Live demo · Working today
Your team, trained every day.
Without you in the room.
- You say: "Plan training for my sales team." A two-minute conversation, and the plan is saved.
- Your team member opens Claude. Thirty minutes with a coach that knows exactly what they've covered, quizzes them, role-plays with them, and picks up where they left off tomorrow.
- You ask: "How is my team doing?" Who knows what. Who doesn't. Where the gaps are, and what to do about them.
Highly trained salespeople, fast. No more hoping the nod meant they got it.
How you train a new ox
Yoke the new ox to the one that knows the way.
Farmers have always done it the same way. The young ox pulls hard and pulls crooked. Yoked beside an old ox that knows the route, it holds the line. Day after day, until it knows the way too.
Your new team member
Pulls hard, doesn't know the route yet. Left alone, they learn slow and wander.
The expert beside them
An agent that knows your agency, your scripts and the Insurance 247 Brain. Relentless, patient, and there every single day.
Every person on your team, yoked to an expert who coaches them every day. That's what this does.
Being built right now
Next up: the three things every owner asks us for.
Hiring
Finding good people is brutal, and a wrong hire costs you a year. Drop in resumes and interview recordings. Get candidates ranked with reasons, plus a pay mock-up they can see in the interview.
Compensation
Most comp plans live in the owner's head and pay for things the agency doesn't get paid for. Get a written plan for every role that matches how you actually get paid.
Licensing
A new hire can't sell until they're licensed. A coach that preps them for the test in any state, and tracks who's licensed where.
Agents are half of it
The other half is you.
Your whole agency, one question away.
Agents
Handle the repetitive work the same way every time. Training, tracking, reporting.
You, in Claude
Your judgment, your ideas, your voice. The whole agency one question away, and the Insurance 247 Brain beside it.
Day one, your team can start training. Day one, you can start organizing.
The whole system
Start to finish, in one picture.
- Your knowledge and processes go in. Everything your agency knows, written down.
- Not written down yet? The Insurance 247 Brain and our resources help you build it.
- We manage it on our system. Organized, backed up, always current.
- You use it and maintain it with our tools and agents. Ask, train, edit, assign.
- You control what your team sees. Page by page, person by person.
Knowledge in. Agents on. Team working. You in control.
What changes for you
Step out of the dependency seat.
Today everything depends on you to work and to sell. Now it depends on an AI that is consistent, powerful and accurate.
Accountability
Today you believe the nod. With everything documented as it happens, you see what people do, what they know and what they don't. Knowledge gap? Train to it.
Everything documented
Your systems in ten places and three heads. Now in one place, linked together, usable in ways you never could before.
Training that sticks
Training is the biggest key to an agency's success. When it runs daily without you, you stop being the bottleneck and your people grow.
Your job doesn't disappear. It changes. You verify, check, update and maintain. AI still makes mistakes. It's getting better fast, and every new model improves on the last.
Two conditions, and we handle both: the right knowledge goes in, and the agents are built right.
Done for you
We do the setup. All of it.
We tried walking agencies through this themselves. Email servers, domains, Claude accounts, permissions. It's where everyone gave up. So now we just do it.
- Business email for every team member
- Claude Team account, set up and connected
- Insurance 247 Brain inside Claude
- Every new agent, one to two a week
- Your documents, managed from Claude
- You decide who sees what
- Your own website: your control room
- QuickBooks and more, all connected
Works on a separate device or your team's phones, not the carrier computer.
Your first 30 days
Send us everything.
We build your knowledge base.
- Drop your documents in your Dropbox. Any file, any format, any mess. Notes, scripts, spreadsheets, old manuals.
- We read, sort and turn them into clean pages, organized the way your office runs.
- You and your team start using them with AI right away. Yours to keep, always.
Most agencies have never had everything in one place. This is the month that changes.
Privacy
Your business stays your business.
- Team accounts only. Anthropic never trains on your content, or ours.
- Your documents are yours. Take them with you anytime.
- Your team's management stays off the carrier's email.
- The agents stay ours. That's what the monthly covers.
- Background agents run on our AI account, not your subscription.
Pricing
$100 per person, per month.
Every team member, including you
- Claude Team seat included
- Daily AI training, ask-your-documents, every agent we release
- Business email, setup and support
- Your knowledge base, the Insurance 247 Brain, your own website
- Starts the day your team's accounts are live and everyone has access. Nothing before that.
To start
- Your first 30 days: every document in, your knowledge base built
- The heavy AI lifting, done by us, not you
- Then $100 per person, month to month, once your team is live. Cancel anytime.
Need more usage? A power seat is $200 per person per month with five times the Claude usage. Usually just the owner, or one team member who lives in Claude all day.
Already with us?
Your price goes down.
$1,000 a month today
You've had us doing custom work one-on-one. Now you move to per-person pricing. Under ten people? You pay less than you do now, and get more.
Insurance 247 Brain license
The Brain is built into the platform, so you never pay twice. Your license is credited toward your first month.
Let's get these out of the way
The six things you're thinking right now.
"Shouldn't this be free?"
Why would I build something that doesn't feed my family? And free never gets used. You pay, you show up, it works.
"My people won't use it."
Now you'll know. The AI shows who's using it, who isn't, and where they're off, and it's the tool that helps them get better. The only ones I can't help are the ones who won't work at it.
"I don't have the time."
It was never about time. It's one habit: get it out of your head and onto paper, every day. Journal it. The AI takes it from there.
"It's too complicated."
I get it. 143 projects since AI came out, and every lesson from them is rolled into this. And we do the setup.
"I want to own it. No subscriptions."
You own what matters: every document and process, yours to take any day. What you pay for can't be owned: AI that changes every few months, agents that keep improving, and someone keeping it running. You already rent your CRM, phones and email. This is the one that does the work.
"We already have a tool for that."
Maybe. Is it any good? And it does one job, alone, the way the vendor decided. AI's real power is everything in one place: messy data turned into usable assets, connections you'd never find app by app, expert-level thinking across all of it. Keep the good tools. Their output goes in here too.
After all those projects, this is my best foot forward for you. How to get AI, and how to use it, kept as simple as I can make it. Because if it isn't simple, you won't use it.
What's coming · 66 ideas from agencies like yours
Fully working today.
A new agent every week.
Everything you've seen runs right now. Your knowledge base, the Insurance 247 Brain, daily training, and Claude with your whole agency attached are yours from day one. Agencies already use it in ways we never imagined.
The platform is built. Now it's nothing but agents, and the agencies on it help pick what's next.
A nod to Chad this morning
Life isn't meant to be easy.
It's meant to make you stronger.
Chad showed us what it looks like to push through difficulty. And the difficulty doesn't go away. It compounds. More carriers, more compliance, more competition, more to know than any one person can hold.
This doesn't take the struggle away. It makes you strong enough for the next level of it. You still show up, journal it, verify it, lead your team. The tool carries what a human can't: every detail, every day, without getting tired.
My deepest desire, like Marty said, is to help people. This is my domain, and this is my gift to you. This is how I can help.
The agencies that have this will out-run the ones that don't.
Get started
Three ways in. Pick yours.
The longer you wait, the less likely you are to act at all. Pick one now.
I'm in. Start me now.
$250 one-hour consult
