The AI automation audit
We look at the repetitive, manual work your team does every day — quoting, data entry, chasing documents — and show you exactly where AI puts time and margin back on the table. If we can't find $100,000, you don't pay for the audit.
That is the whole deal. We spend 60 minutes on the repetitive work inside your insurance business and map where AI saves real time and money. If what we find is worth less than $100,000 a year, you owe us nothing. If it is more — and it usually is — you decide what to do with it. Either way, the findings are yours to keep.
How it works
One call, a specific list, no obligation.
We walk through how work actually moves through your team today — intake, quoting, claims, and renewals.
We find the repetitive, manual steps where AI can take over, and put a time and dollar figure on each one.
You get a prioritized list of where AI saves you money, ranked by effort — yours whether or not we work together.
What we look at
The work that quietly eats your team's week.
Re-keying submissions, pulling data across systems, and manual rating that could run itself.
Reading FNOLs from email, portals, and PDFs, classifying them, and routing by hand.
The back-and-forth to collect the forms, photos, and signatures a file needs before it can move.
The reminders, re-quotes, and status updates your team still writes one at a time.
The cost of doing it by hand
A rough picture of the repetitive work in a typical agency. In the audit we put real numbers on yours.
That is more than half a day, every week, per person — before anyone makes a decision.
Who it's for
Agencies, MGAs, and carriers running high-volume, repetitive work.
Gemba is a Japanese word for the place where the real work happens. We do not start with a slide deck. We start where your team actually works — the quotes, the claims, the follow-ups — because that is where the time leaks, and where AI pays for itself first.
60 minutes. We find where AI saves your insurance business money — at least $100,000, or the audit is free.