Services

Every service ends in a working system.

Scoped deliverables, honest timelines, and a clear picture of who each engagement is for.

012–4 weeks

AI Discovery & Pilot

A structured audit of your workflows that identifies where AI creates measurable value — proven with a working pilot.

Deliverables

  • Discovery workshop
  • Process mapping
  • AI opportunity analysis
  • Proof of concept
  • Implementation roadmap

Ideal for

Teams exploring AI who want evidence before committing budget.

026–10 weeks

Workflow Automation

End-to-end automation of a core business process — intake, routing, processing, and reporting — integrated with your existing systems.

Deliverables

  • End-to-end workflow automation
  • AI integrations
  • Custom dashboards
  • Staff training
  • Deployment

Ideal for

Operations leaders with a high-volume process draining staff hours.

034–8 weeks

Document Processing

AI that reads, classifies, and extracts data from the documents your team handles by hand — ACORD forms, policies, claims, medical records, contracts.

Deliverables

  • Document classification
  • Field extraction
  • Validation rules
  • System integration
  • Exception handling

Ideal for

Teams processing hundreds of documents a week manually.

046–12 weeks

Insurance Automation

Purpose-built automation for agencies and carriers — submission intake, quote comparison, renewals, certificates, and management-system workflows across Applied Epic, EZLynx, AMS360, and HawkSoft.

Deliverables

  • AMS integration
  • Submission intake automation
  • Renewal workflows
  • Certificate processing
  • Inbox automation

Ideal for

Independent agencies, MGAs, and carriers modernizing operations.

054–8 weeks

Customer Support AI

AI assistants that resolve routine inquiries, draft responses in your voice, and hand complex cases to your team with full context.

Deliverables

  • Knowledge-grounded assistant
  • Email & chat integration
  • Escalation logic
  • Quality monitoring
  • Team training

Ideal for

Support teams with rising volume and repetitive tickets.

0612+ weeks

Enterprise AI Platform

A secure internal platform: multiple automated workflows, internal knowledge systems, role-based access, and governance — built for scale.

Deliverables

  • Enterprise AI platform
  • Multiple workflows
  • Advanced integrations
  • Security review
  • Long-term support

Ideal for

Organizations ready for company-wide AI adoption.

Show us the manual process

Show us the manual process.

Pick the workflow your team complains about most. We'll map how it runs today and what a delivered system would change.