Dream Assurance LLC
Kevin Morrissy
$500/month
Custom-built an AI Agent that processes 75% of Certificate of Insurance requests. Customer satisfaction drastically increased with all COI’s being handled within 2 to 8 minutes 7 days a week.
Commercial-Trucking-Insurance.com
Kevin Morrissy
$2,000/month
AI Automated trucking app merging, AI underwriting, custom logic internal intake forms, automated loss run and BOR generation. Automated CoverWhale quoting via API.
Dream Assurance LLC
Kevin Morrissy
$15,000
Custom web app with fully automated omnichannel AI Agent to instantly call, text, and email prospects to live transfer or set Calendly appointment. Full KPI tracking dashboard by referral partner.
Riverside Legal Services
Brian Imanuel
$40,000
AI solution to analyze thousands of client documents without sending sensitive data to third-party servers. Running on private infrastructure, query case files, extract key information, and generate document summaries instantly.
Managing General Agency
Clint Jorgensen
$12,000
This customer had a technology provider that was not able to deliver AI solutions that solved their problems. We worked with their carriers and agents to empowered their small team.
Summit Property
Sandy Bock
$10,000
Summit was overwhelmed by manual processes, lack of dashboards aggregating data, and upset tennants. Aa combination of automations & AI service agents solved their problems.