AI and managed IT for financial services and insurance.

These are the first four automations we usually build for financial services and insurance. Each one runs on ChatGPT, Claude, Gemini, Copilot or any other AI platform, connects to the tools you already use, and keeps a person on every decision that matters. A single workflow typically costs about $5,000 in the market, and our fixed quote comes in under it.

• Client onboarding paperwork.New client information fills account forms, disclosures and checklists, and missing items are flagged. An adviser or service rep reviews every document before submission. Example: cuts onboarding prep from 90 minutes to 30 per client.
• Policy renewal follow-up.Upcoming renewals trigger a drafted reminder, a coverage comparison and a task for the account manager. The agent approves each message before it goes to the client. Example: saves about 6 hours a week for an agency with 2,000 policies.
• Meeting notes and CRM updates.Client meetings produce a summary, follow-up tasks and CRM notes in your format. The adviser edits and approves before anything is saved or sent. Example: saves about 20 minutes per client meeting.
• Certificate of insurance requests.Requests for certificates are read, matched to the policy and drafted for issue. A service rep checks the coverage and issues the certificate. Example: cuts COI turnaround from a day to under an hour.

Automation only holds up on systems that are patched, backed up and locked to the right people. Managed IT help desk and monitoring start at $75 per user per month and run 24x7x365, with upkeep and security added a la carte.

• MFA, encryption and access logs that satisfy examiners.
• Email protection against wire fraud and fake client instructions.
• Archiving of email and messages where recordkeeping rules require it.
• A written information security program and an incident response plan.

Many firms fall under GLBA and the FTC Safeguards Rule or SEC Regulation S-P, broker-dealers must meet SEC Rule 17a-4 and FINRA recordkeeping rules, and agencies licensed by New York's Department of Financial Services must follow 23 NYCRR Part 500. This is general information, and your own advisers have the final word.

For example, a 10-person insurance agency has about 170 renewals a month, and account managers spend 15 minutes each assembling the reminder and coverage summary. With a renewal automation, each renewal arrives as a drafted email with the current coverage and premium change, and the account manager approves it in about 4 minutes. That saves about 30 hours a month and fewer clients shop elsewhere because no one called.