How it works
Four steps. One result you can measure.
We start with a free 45-minute map of one workflow. If an agent can help, we build it inside the tools you already use, prove one result we agreed on before the second half of the setup is paid, then stay on as your AI officer with a morning note, a Friday review and one improvement a month.
We map one workflow with you, for free.
A 45-minute video call. You bring one job that eats your week; we follow it from the first email to the last step and show you where the hours go and which part an agent could take. You keep the map either way.
- Every tool, every handoff, every place where work waits, on one page.
- The one result worth aiming for, in plain words.
- An honest answer if an agent is not the right fix.
Your part: 45 minutes, and one job you would love to stop doing.
every morning
after every call
when there is time
several a day
every week
Yours is drawn from your own week.
We build the agents inside your tools.
Nothing new for your team to learn. The agents connect to the email, phone, calendar and systems you already pay for, with the access you choose and can take back. Usually two to three weeks.
- Each agent has one job and a written rulebook.
- Anything that commits your business waits for a person.
- Your team tries every agent on real work before it goes live.
Your part: grant access, test for a few days, tell us what feels off.
Runs on Claude 
Outlook 
EZLynxWe prove one result before you pay the rest.
We agree on one number before we start, like every after-hours call answered, or every quote followed up within a day. Half of the setup is paid to start. The other half is due only when we reach that number.
- Measured from your own systems, not from our estimate.
- A short weekly check-in during the first month.
- You see what every agent did, step by step.
Your part: fifteen minutes a week to look at the number with us.
A typical target for the first 30 days.
agent live on new quotes
older quotes added
result reached, second half due
Then we stay on as your AI officer.
Agents need a keeper. On a monthly or yearly plan, we watch what they do, fix anything that drifts, and add one improvement every month.
- A morning note of what the agents did, and a Friday review of the week.
- One improvement a month, chosen with you.
- A person to call when something changes in your business.
Your part: read the Friday review, pick next month's improvement.
a carrier changed its form; the agent was updated
renewal reminders by text, with consent
Process architecture
We redraw how the work moves.
The Build step in one picture: what comes in, the agents, your systems, the moment you approve, and what goes out.
What comes in
- Calls after hours
- Quote requests
- Certificate requests
- Lender emails
The agents
Who carries it today
Otto, the lead agent
- Intake
- Docs
- Rater
- Follow-up
- Brief
- Guard
Built on Claude
Your systems
- EZLynx
- Outlook
DocuSign
QuickBooks
You decide
What goes out
- Replies sent
- Quotes followed up
- Proof to the lender
- Morning brief
Redesigned: the agents carry the work through your own systems, and only real decisions reach you.Today: every line runs through you, so replies wait until someone is free.
By industry
What the agents do in your trade.
Owner-led firms where the same work piles up: calls after hours, forms, follow-ups and reports.
Independent insurance agencies
A handful of people carry thousands of policies. The agents take the intake, the paperwork and the chasing, and leave the advice to your licensed staff.
EZLynx Outlook 
Microsoft 365 DocuSign QuickBooks- Answer quote requests and after-hours calls, and say it is AI
- Prefill quotes in your rater from the details gathered
- Read certificate and proof-of-insurance requests, and draft them for review
- Chase renewals, missing documents and signatures
- Prepare the morning brief from your inbox and agency system
- Log every step for your E&O file
Stays with your licensed staff: coverage advice, final prices, binding, and anything sent to a lender.
Law firms
New clients are often won or lost at the first call. The agents answer, gather the facts, check conflicts and prepare the file, so an attorney decides in the morning with everything in hand.
Clio 
Lawmatics 
CallRail DocuSign Outlook- Answer every call and web lead, day and night
- Gather the facts and check conflicts against your clients
- Write a one-page memo for the attorney
- Send the agreement once the attorney approves it
- Draft records requests and evidence letters for review
- Show which ad or referral became a signed case
Stays with your attorneys: legal advice, taking the case, fees, and anything signed.
Property management
Maintenance calls at night, the same tenant questions all day, renewals and owner reports every month. The agents sort, answer and prepare, and your managers decide.
AppFolio QuickBooks Outlook DocuSign- Take maintenance requests day and night, and flag emergencies at once
- Answer routine tenant questions from your own policies
- Schedule vendors into the windows you allow
- Start lease renewals on time, with the terms you set
- Send rent reminders and log every reply
- Draft the monthly owner report for review
Stays with your managers: approvals, money decisions, notices with legal weight, and anything about fair housing.
Accounting and tax firms
In season, most of the work is chasing: missing documents, unsigned forms, unanswered questions. The agents do the chasing and sort what comes back.
TaxDome 
UltraTax CS QuickBooks 
Karbon 
Gusto- Chase missing documents with each client's own checklist
- Sort and name uploads, and flag what is still missing
- Draft answers to routine client questions for review
- Prepare engagement letters and signature reminders
- Match receipts against the books and flag the odd ones
- Brief each preparer on the day's returns
Stays with your CPAs and preparers: advice, positions taken on a return, signing and filing.
Home services
When the owner is on a roof or in an attic, the phone rings and the paperwork piles up. The agents answer, book and bill, so the evenings are free again.
Jobber 
Housecall Pro QuickBooks 
Wisetack- Answer missed calls, ask the safety questions first, book open slots
- Turn a voice note from the van into an invoice
- Remind late payers at 7 and 30 days
- Follow up open quotes, with the financing you already offer
- Register new installs for the manufacturer's warranty
- Send the 6:30 AM brief
Stays with you: prices, diagnoses, and anything involving gas.
An agent at work
Pick an agent. Watch it work.
Five agents an insurance agency could run tomorrow, step by step, and the point where each one stops for a person.
- A quote for a homeowner goes out from EZLynx.
- The agent drafts a friendly check-in in your agency's voice, with the quote attached.
- Waiting for your yes. You approve with one tap, or edit a word.
- No reply yet. A second, shorter note asks if a call would help.
- The client answers and books a call with your producer. Logged in the client's file.
Never changes the price or recommends coverage.
- The agent lists every policy renewing in the next 45 days from your agency system.
- It flags the ones with a premium jump, a claim this year, or a missing document.
- For each flagged policy, a one-page brief for the account manager.
- Waiting for your yes on the review emails to the eight flagged clients.
- The Friday review shows who answered and who still needs a call.
Never re-markets or changes a policy on its own.
- A contractor client asks for a certificate for a new job site.
- The agent reads the request and the holder's details from the email.
- It fills the certificate from the policy on file and checks the dates.
- Waiting for your yes. An unusual wording request is flagged for the account manager.
- Sent by your team, filed with the client.
Never issues a certificate or changes coverage wording on its own.
- The agent finds clients who have not heard from you in six months.
- It drafts a short check-in: new car, new house, new teen driver?
- Waiting for your yes on the batch, sent only to clients who agreed to hear from you.
- Two clients mention a new car. Both go to your producer's list.
Never quotes or advises; it starts the conversation for your licensed staff.
- The agent reads the night's email and voicemail transcripts.
- It sorts them: urgent, needs a producer, needs service, can wait.
- It drafts replies for the routine ones.
- Your morning note arrives: three things that need you, nine drafts ready.
- Waiting for your yes on the drafts. Nothing has been sent.
Never sends a reply that has not been approved.
Working together
Simple, and paid on results.
From the free map to a working agent in about a month. Half of the setup waits until the result we agreed on is real.
- 1Day 1
The free map
45 minutes on video. We map one workflow with you. You keep the map either way.
- 2Week 1
The plan
A fixed price and one result to reach, in writing, before any work starts.
- 3Weeks 2 to 3
The build
The agents go live inside your tools. Your team tests them on real work.
- 4Day 30
The result
We measure the agreed number. The second half of the setup is due only then.
- 5Every month
AI officer
A morning note, a Friday review, and one improvement a month.
The map
- 45 minutes on video
- One workflow, mapped with you
- Yours to keep, whatever you decide
The setup
half on the result
- A fixed price, agreed before we start
- The map, the build and the first 30 days
- The second half is due only when the agreed number is reached
The AI officer
or yearly
- We watch, fix and update the agents
- A morning note and a Friday review
- One improvement every month
Exact prices come after the map, once we know what the agents will do. No surprises, no hourly billing.
Case studies
Watch agents at work
View case studies