Just how much is an independent agent's time worth?
More than you think. Scroll down and we’ll show you.
Consistently new
We pounce quickly on new tech, but not often. Quality over quantity, always.
Implementation
"No assembly required.” With virtually no learning curve, your team will hit the ground running.
Big box pricing
Our industry partnerships allow us discounted pricing with maximum permissions, and front-of-the-line support.
Unparalleled support
You won't need it often, but we promise a live human person as soon as possible.
Keeping up with the Joneses?
Just because you’re an independent agency doesn’t mean you can’t blaze new paths in your market. Word-of-mouth is real. Your clients will feel this, and they will reward you for it.
From here on out, the Joneses will be trying to keep up with you.
Keeping up with the Joneses?
Just because you’re an independent agency doesn’t mean you can’t blaze new paths in your market. Word-of-mouth is real. Your clients will feel this, and they will reward you for it.
From here on out, the Joneses will be trying to keep up with you.
Built for independent agents
We understand that less is more and we’re pragmatic and transparent. Money can buy just about everything, but two seconds. Your time is precious, and soon it will be more valuable.
The key difference with us; really the white glove service, is that we keep hunting for what is new, proven, and flat out works in the industry.
Before and after 
Paralysis by analysis
Shiny object syndrome is real. Let us dig in the mines and bring you the gold.
Pricing
Solo
1 user-
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Elite
5 users-
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What we bring to the table
Task
Now
With
ioi
Result
Following up with new leads
Agents manually text, email, or call — often late, or not at all.
Leads get instant, personalized responses via email or SMS and put into a sequence.
Saves 3-5 hours/week and increases conversion rates.
Sending quotes or recaps
Agents rewrite the same explanation or summary dozens of times.
AI drafts quote summary, including next steps and upsell language.
Saves 2+ hours/week
Scheduling + reminders
Agents play phone tag or send back-and-forth DMs to schedule meetings.
Pre-set booking flows with automated reminders to reduce no-shows.
Saves 1–3 hours/week + prevents dropped leads
FAQs
“What does full coverage mean?” “Do you do life insurance?”
AI chatbot answers FAQs 24/7 — on website or social media.
CRM organization
Agents use notebooks, Excel, or forget to log leads.
Google Forms →
CRM → Auto tagged pipeline stages.
Saves 1–3 hours/week + avoids lost sales
Peronsaonalized follow ups
Agents write ad-hoc follow-ups or forget entirety.
Automated 3-5 touch nurture sequences written by AI, triggered on lead intake.
Saves 2–4 hours/week + builds long-term client base
Policy renewals
Agents chase down existing clients who haven’t yet renewed their policy.
Drip campaign triggered 90 days from renewal date to nurture client.
Saves 1–3 hours/week + reduces churn
Review requests
Rarely requested by agents, if ever – integral to new business.
Automatically requests reviews via SMS when the time is right.
Saves 2-3 hours/week + ramps up new business
Saves 13-26 hours of agent work per week
DIY
DFY
Before ioi After
Following up with new leads
Agents manually text, email, or call — often late, or not at all
Leads get instant, personalized responses via email or SMS and put into a sequence.
Saves 3-5 hours/week and increases conversion rates.
Sending quotes or recaps
Agents rewrite the same explanation or summary dozens of times.
AI drafts quote summary, including next steps and upsell language.
Saves 2+ hours/week
Scheduling + reminders
Agents play phone tag or send back-and-forth DMs to schedule meetings.
Pre-set booking flows with automated reminders to reduce no-shows.
Saves 1–3 hours/week + prevents dropped leads
FAQs
“What does full coverage mean?” “Do you do life insurance?”
AI chatbot answers FAQs 24/7 — on website or social media.
Saves 1–2 hours/day
CRM organization
Agents use notebooks, Excel, or forget to log leads.
Google Forms →
CRM → Auto tagged pipeline stages.
Saves 1–3 hours/week + avoids lost sales
Personalized follow ups
Agents write ad-hoc follow-ups or forget entirety.
Automated 3-5 touch nurture sequences written by AI, triggered on lead intake.
Saves 2–4 hours/week + builds long-term client base
Policy renewals
Agents chase down existing clients who haven’t renewed yet renewed their policy.
Drip campaign triggered 90 days from renewal date to nurture client.
Saves 1–3 hours/week + reduces churn
Review requests
Rarely requested by agents, if ever – integral to new business.
Automatically requests reviews via SMS when the time is right.
Saves 2-3 hours/week + ramps up new business
Saves 13-26 hours of agent work per week
DIY
DFY
What this looks like on paper
If we don’t save your team at least 13 hours/week across these 4 workflows — lead follow-up, quotes, scheduling, and FAQs — we’ll fix it or waive the next month’s fee.
How it works
How it works
We find the latest tools that can and should be applied to your agency's website and social pages for streamlined efficiency.
Paralysis by analysis
Shiny object syndrome is real. Let us dig in the mines and bring you the gold.
Your agents are screaming for it
Work happier, smarter, and more efficiently knowing that you have the power of the most advanced AI insuretech in the world behind you.
And it will keep getting better.
Take the stress out of being an agent
Work happier, smarter, and more efficiently
knowing that you have the most advanced AI insuretech in the world behind you.
This is only just the beginning.
How to take advantage of AI
As an independent agent, there are certain aspects of your job that you love and some that you hate. By systematically eliminating the things you don’t like you will start to be more productive, creative, and determined because you’ll be focusing on the things you do like. It’s simple psychology..
“I love this, but”
I love to cook, but hate having to clean up the mess.
I love a few glasses of red, but hate the hangover.
I love my dog, but walking him takes time.
All we’re doing is taking the out the but. Which means less follow ups, repetition, and scheduling (for now).
As we learn the ebbs and flows of your loves and buts and the technology continues to ramp up, we’re confident you’ll eventually be the top insurance agent in your market(s).
-Harris, Co-Founder
Process & timeline
We view this as the start of a long term, prosperous relationship for both parties. To ensure a memorable experience for our clients, we will only be taking on four new agencies per month, and will adjust pricing accordingly until we feel as though we have made enough right hires to take more on.
Process & timeline
We view this as the start of a long term, prosperous relationship for both parties. To ensure a memorable experience of our clients, we will only be taking on four new agencies per month, and will adjust pricing accordingly until we feel as though we have made enough right hires to take more on.
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