Insurance AI · Offer

Frontline AI Readiness Sprint

Fix one frontline workflow — quotes, renewals, or service requests — in a 90-minute working session with your team. Leave with a prioritized 30-day roadmap.

What it is

One workflow. One session. A clear first step.

Are slow quotes, missed renewal follow-ups, or repetitive service requests taking time away from growth? The Sprint zeroes in on the single frontline workflow that is costing your agency the most capacity and shows your team exactly how to apply AI to it — with human judgment kept where it belongs.

What's included

  • Pre-session leadership call to choose the right workflow
  • 90-minute working session with your team (up to 5 CSRs, account managers, or service assistants)
  • A documented map of how the workflow runs today and where AI fits
  • A prioritized 30-day roadmap with recommended next steps
  • Guidance on data handling, review, and keeping a human in the loop

Serving Richmond, Virginia, and clients nationwide.

For agency leaders + up to 5 team members

Pricing covered on the call

Free 20-minute Sprint Intro Call

90-minute working session

Pre-session leadership call

30-day prioritized roadmap

Book a 20-min Sprint Intro Call

On the call we confirm the right workflow and pricing. The Sprint includes a 90-minute live working session plus a pre-session leadership call.

FAQ

Frequently Asked Questions

Which workflow should we bring to the Sprint?

Choose the frontline workflow losing the most time: quote preparation, renewal follow-up, or routine service requests. During the pre-session leadership call we confirm the right one together based on your volumes and pain points.

How much does the Frontline AI Readiness Sprint cost?

Pricing is covered on a free 20-minute Sprint Intro Call. The Sprint includes a 90-minute working session with your team, a pre-session leadership call, and a prioritized 30-day roadmap.

Do my team members need AI experience?

No. Up to five CSRs, account managers, or service assistants join the working session. The Sprint is designed for insurance operations teams, not technical staff — your team's workflow knowledge is exactly what makes it work.

What happens after the intro call?

If the Sprint is the right fit, we schedule the pre-session leadership call, which sets up the 90-minute working session with your team. All sales final once the Sprint is booked.

Prefer to talk it through first?

Book a free 30-minute AI Readiness Call and we'll confirm whether the Sprint is the right fit for your agency.

Book Your Free 30-Minute AI Readiness Call Back to Insurance AI