AI automation for Insurance. Covered.

Applications, declarations, and renewals bury producers in documents. We automate intake and extraction so your team spends time advising clients, not re-typing forms.

Book a Fusion Workshop

$1Mto $20M, fixedfor a full deployment, in writing before we start

$1M+per yearongoing operations, only if you keep us on support

3to 12 monthsfrom kickoff to a first build in production

100%owned by youworkflow, integrations, credentials

The first build.

How the busywork stops being someone's evening.

The renewal lapses quietly. The win-back costs triple.

The system flags it sixty days out and opens the conversation.

The quote request gets its numbers back in minutes.

The book grows because nothing leaks.

The playbook.

The systems that matter to insurance. Not the full menu, the ones this industry actually runs on.

Document Processing and OCRAutomatically extract, classify, and process data from any document type with AI-powered accuracy.

Automatically extract, classify, and process data from any document type with AI-powered accuracy. Document Processing and OCR

AI-Powered CRM SystemsSmart customer relationship management that predicts needs, automates follow-ups, and maximizes lifetime value.

Smart customer relationship management that predicts needs, automates follow-ups, and maximizes lifetime value. AI-Powered CRM Systems

AI Customer Service SolutionsDeliver exceptional customer experiences with AI that resolves issues faster and keeps customers happier.

Deliver exceptional customer experiences with AI that resolves issues faster and keeps customers happier. AI Customer Service Solutions

Workflow AutomationStreamline repetitive business processes with intelligent automation that saves hours every week.

Streamline repetitive business processes with intelligent automation that saves hours every week. Workflow Automation

Fixed price. Fixed date.

01FusionA Fusion Workshop. Your team and ours, one room, the workflow on the whiteboard. You leave with the plan whether or not you hire us.

02DesignWe spec the build: every trigger, every integration, every handoff. It ends with a fixed price and a live date.

03BuildThe first workflow is live in weeks; a full deployment runs three months to a year. 10% to start, 80% across the build, 10% at handover.

04RunIt runs in your accounts under your credentials. Keep us on support, or take the keys.

The walk-away: If automation will not pay for itself in your operation, we say so at the workshop, and you keep the map.

What we need from you: a decision-maker in the workshop, system access by week one, and honest answers about how the work really flows.

Where the industry runs.

The markets where this industry counts the most businesses in our data, each with its own build.

Overland Park, KS67Metairie, LA56Columbia, SC56Walnut Creek, CA53Melville, NY52Plano, TX51Scottsdale, AZ50Clearwater, FL49Cherry Hill, NJ45Brentwood, TN45Richardson, TX45Omaha, NE43

Straight answers.

Is client data handled compliantly?

Yes. Data stays in systems you control, outreach follows TCPA rules, and workflows are scoped to stay inside state DOI requirements.

Does it work with our AMS?

Yes. We connect to the agency management system you already use so extracted data and records land in the right place.

What does it cost?

Fixed, and set before we build. The workshop scopes it, the design stage prices it, and the number does not move unless the scope does. Terms are 10% to start, 80% across the build, 10% at handover.

How fast can it be live?

The first workflow is live in weeks. A full deployment runs three months to a year, shipped in stages that each prove the time they return before the next one starts.

Do we own what you build?

You own the build. The workflow, the integrations, and the credentials live in your accounts, not ours. Documented, handed over, yours.

Renewals never lapse quietly. Book a Fusion Workshop. →

The first build.

The playbook.

Fixed price. Fixed date.

Where the industry runs.

Straight answers.

Other industries.