Algo Pilot For insurance agencies

Don't use AI. Manage it.

A team of agents that works your book while you sleep. You stay the boss. Nothing gets sent, spent, or signed without your yes.

What agencies feel

Service work never ends. Certificates, policy changes, and renewal reviews crowd out new business.
Quotes wait on data entry. Intake details get retyped into carrier portals one by one.
Renewals and cross-sell slip. Accounts come up for renewal before anyone has reviewed them.

One chief agent is your front door.
Lead agents handle quotes and intake, renewals, certificates and service requests, cross-sell, and reporting. Each keeps a board.
Every morning: one list. Needs your yes / stuck / done overnight.
Approval gates: send, spend, sign, and delete wait for you.
Built the way I run my own companies.

Quotes and intake: intake details gathered and organized for your quoting, with follow-up drafts on open quotes.
Renewals: upcoming renewals flagged early with review notes and outreach drafts.
Certificates and service requests: certificate requests and policy-change tickets prepped for your team to issue.
Cross-sell: account gaps flagged and outreach drafts you approve.
Reporting: a weekly view of open quotes, renewals, and service tickets.

Quotes and coverage: quotes and coverage statements only go out with your yes.

$1,997 One-time install. We build the agent team with structure and organization: chief, leads, boards, morning list, approval gates.

$50/mo On-call support after install.

You pay your own tool subscriptions directly, so you own the accounts and the costs are transparent.

Free demo / ops walkthrough of my own setup: chief as the front door, a lead board, an approval gate holding a send, and that morning's list.

We walk through your week and sketch which agents you'd run, what each one owns, and where your yes gates go. No cost, no pitch deck.

You don't need to learn AI. You need to know how to run a team. You already do.

Nick Motzkus · Salt Lake City · nickairus@gmail.com · algo-pilot.ai