Insurance 247 · September 2026
Your agency,
run on AI.
We set it up. We run it. Your team just uses it.
Press → or scroll
Get these slides
Where we came from
We built the Insurance 247 AI Brain.
Then we learned the real problem.
Years of coaching, scripts and systems in one place. Agents loved it as a resource.
But knowing what to do was never the problem. Getting it done in a busy office was.
So we spent three months building a system that does the work. With you, and for you.
Hand us any document. Get back an organized knowledge base your team can actually use.
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?
- 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.
The old way
- 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.
With AI
- 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.
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.
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.
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. A new one released every week.
You, in Claude
Ask anything about your own documents, with the Insurance 247 Brain attached. Brainstorm, write a new process, update a script, assign it to your team. Type it or say it.
Day one, your team can start training. Day one, you can start organizing.
What changes for you
Three problems every agency has. Solved.
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.
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 to see everything
- 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.
- You decide who on your team sees what, page by page.
- 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
Simple pricing. Per person.
Team member
- Claude Team seat included
- Daily AI training, ask-your-documents, every agent we release
- Business email, setup and support
Power user
- Premium Claude seat, five times the usage
- Everything in Team member
- For owners and anyone in Claude all day
To start
- Your first 30 days: every document in, your knowledge base built
- The heavy AI lifting, done by us, not you
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.
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.
The agencies that have this will out-run the ones that don't.
Get started
Three ways in. Pick yours.
I'm in. Start me now.
$250 one-hour consult
