AI Operating Partner for Life & Annuity Agencies
Measurable outcomes on your existing stack. Fewer NIGOs and cleaner new business. Faster time-to-issue and quicker commissions. Fewer admin hours per advisor and more client time. Plus a stronger audit trail and compliance comfort—all without ripping out your current tools.
Our Desks
Done-for-you workflows that quietly replace low-value manual work and deliver measurable business outcomes you can track every week.
- Better lead quality through automated enrichment and smart filtering
- Reduced no-shows via proactive engagement and optimal calendar placement
- More time with qualified prospects by eliminating low-value lead churn
- NIGO reduction through pre-submission checks and standardized intake
- Fewer back-and-forth emails by catching requirements before carrier review
- Shorter time-to-issue with proactive portal monitoring and instant alerts
- Fewer early lapses with continuous risk scoring and early warnings
- More saved EFTs through multi-channel automated outreach sequences
- Stabilized premium by converting fragile payment modes to reliable structures
- Audit-grade logging with correlation IDs tracking every automation action
- Weekly Impact Receipts showing what ran, what changed, and how KPIs moved
- Compliance comfort through full transparency into automation decisions and data flows
How It Works
A proven four-step process to embed governed automation into your life & annuity operations—with full transparency at every stage.
Discover
We audit your current workflows, tools, and pain points to identify high-impact automation opportunities.
Design
We map out governed AI workflows tailored to your agency, ensuring compliance and clear outcomes.
Pilot
We launch a small-scale pilot to validate impact, refine logic, and prove ROI before scaling.
Scale
We expand automations across your operations, delivering ongoing impact receipts and KPI visibility.
At each phase we wire perception, knowledge, action, and evidence into your existing stack.
Our AI Operating Model
A governed, evidence-first framework that perceives, understands, acts, and proves impact across your workflows.
Perception
AI monitors emails, portals, and CRM activity in real time, detecting status changes, NIGO events, and client signals before humans even see them.
Knowledge
We retrieve and apply your carrier requirements, compliance rules, and workflows using retrieval-augmented AI, so answers are grounded in your own documents instead of model guesswork.
Action
Automations draft emails, book meetings, update records, and trigger follow-ups—executing tasks instantly while humans stay in control.
Evidence
Every action is logged with correlation IDs and weekly Impact Receipts, providing audit-grade visibility into what AI changed and why.
These metrics reflect the kinds of improvements we target with new Desks. Actual results depend on your current processes, carrier mix, and volume.