We build AI systems that run your renewal sequences, new lead response, and producer reporting automatically — so no policy ever goes uncontacted.
Free scoping call — no commitment, no invoice until you approve a written spec.
Six operational gaps that cost your agency retention, commissions, and growth.
Policies approaching renewal with no automated outreach. Clients shop because nobody reached out first.
New quote requests sitting for hours. The first agent to respond wins the commission.
Your existing book is full of cross-sell opportunities sitting untouched. No system to surface them.
Agency leadership has no real-time view of producer activity. Management by assumption.
Compliance documentation assembled manually. Time-consuming and error-prone.
Leads come in from multiple sources. No unified follow-up system to catch all of them.
A fully managed system, built to your workflow, live in 30 days. No internal IT required.
Automated renewal outreach sequences that start 90 days before expiration — so every at-risk policy gets contacted before it shops.
New lead response within minutes — not hours — across all intake sources. First to respond wins. Now that's always you.
Cross-sell identification from existing book with automated outreach campaigns — revenue sitting in your database, now activated.
Producer activity dashboards delivered to leadership daily without anyone pulling reports. Real-time visibility. No manual assembly.
The system pays for itself by replacing manual operational overhead — and keeps paying every year after.
| Item | Detail | Annual Cost |
|---|---|---|
| Vanguard Creative System | Standard + Operator tier — fully managed, live in 30 days | $42,500 yr 1 |
| What It Replaces | Account manager + renewal coordinator (salaries, burden, benefits) | $95–130K + burden |
| Net Year-One Savings | After full system cost — conservative estimate | $53–88K |
| Ongoing Annual Cost | Year 2+ managed operations | $30K /yr |
Renewal season used to be chaos. Producers drowning, policies shopping because nobody caught them in time. Now the renewal sequence runs itself and we're catching at-risk accounts weeks before they lapse.
Principal, Independent Insurance Agency, Texas
We map your operation, identify the highest-impact workflows, and deliver a written spec with exact costs and projected outputs — before you commit a dollar.