Level +04 · Intelligence

Custom AI, built on a system that works.

AI agents and tools built specifically for your agency, sitting on top of your acquisition system and trained on your products, scripts and qualification rules.

I.What it is

AI is only as good as the system underneath it.

An AI agent bolted onto a broken pipeline just makes the mistakes faster. We build AI the other way round: on top of acquisition, routing and data that already work, and held to the same numbers as the rest of the system.

Every AI component is custom-built for your agency. It knows your carriers, products, scripts, qualification criteria and compliance rules, and it hands off to a licensed human at the right moment.

II.What’s included
A.01

Instant response

Every new lead is engaged by text or voice within seconds, at any hour, while intent is highest.

A.02

Qualification agents

Conversational qualification against your criteria, including eligibility, timeline, household and coverage needs.

A.03

Appointment setting

Qualified prospects are booked straight into the right agent’s calendar, with reminders and rescheduling handled automatically.

A.04

Scoring & routing

Leads are ranked by likelihood to close and routed by licence, state, language and live capacity.

A.05

Pipeline reactivation

Aged and unconverted leads are re-engaged at scale, turning past spend into this month’s appointments.

A.06

Call intelligence

Calls are transcribed, scored and benchmarked against your top performers, so coaching rests on evidence.

III.Deliverables

What you receive, and when.

DeliverableCadence
AI blueprintWhere AI goes in your process, what it does, and when it hands off to a human. Week 1
Knowledge baseYour products, carriers, scripts and FAQs, structured for the AI. Weeks 1–2
Agent build & guardrailsCustom agents with compliance rules, consent handling and escalation paths. Weeks 2–4
AI reporting in Agency OSResponse time, conversations, qualifications and bookings. Launch
Conversation reviewTranscripts reviewed and the agent retrained where needed. Weekly
V.Questions

Frequently asked.

No. AI handles response, qualification, scheduling and reactivation, the work that keeps agents from selling. Licensed agents still advise and close.

The diagnostic call

Find out what your pipeline is leaving on the table.

We audit your acquisition, backend and sales process in a single working session. If we don’t identify at least $100,000 in recoverable revenue or missed opportunity, we will map your complete growth architecture at no cost.

One partner per marketLimited onboarding each monthNo obligation