Private AI for independent insurance agencies, on hardware you own.

We design, install and manage a private AI system for your agency, so your team can summarize claim files, compare policy wording and draft client emails without sending policyholder information to a public AI service.

Custom to your business. Private, on-site AI when you need it.
Your agency

Example conversation. Prompts and documents are processed on hardware you own, not by a public AI service.

Why public AI is a problem here

Policyholder information needs to stay where you can account for it.

Claim files and applications hold personal details your clients trusted you with. A public AI service processes what you send on its own servers, under its own terms.

You can't see where it goes

Once a claim file is sent to a public AI service, retention and access are set by that provider's terms.

Your carriers' expectations still apply

Agreements with carriers and your own privacy policies don't pause for new tools. Keeping AI on hardware you own keeps documents inside your environment.

What we set up

Everything your team needs, set up and managed.

One team handles it from the first conversation to the monthly check-in.

Needs assessment

We learn what you want AI to help with, who will use it and what you already have.

Custom hardware sizing and sourcing

A system sized to your needs and budget, sourced for you, or built on hardware you already own.

Model selection and install

We choose local LLMs that suit your work and install them, ready to use.

A private chat interface

A familiar chat window for you or your team, running on your own system.

Starter workflows

Ready-made workflows for summaries, drafting, forms and questions about your documents.

Ongoing updates and management

We keep the software and models up to date and help when you need it.

Examples

Files and forms, summarized in-house.

Every AI draft is for a person to review before it's used.

Claim files

“Summarize this claim file and list what's missing.”

Policy wording

“What does this policy say about water damage exclusions?”

Client emails

“Draft a renewal reminder email from these notes.”

Applications

“Turn these intake answers into a structured summary for review.”

How it works

How we work: discover, build, deploy, manage.

  1. 01

    Discover

    We learn how your business runs, where time goes and what data is involved, and find where AI will actually help.

  2. 02

    Build

    We design the solution, choose the models and tools, and build and test it with your real examples. You get a clear quote first.

  3. 03

    Deploy

    We set it up on hardware you own or in the setup that fits best, connect your systems and documents, and train your team.

  4. 04

    Manage

    We keep it updated, improve it as your needs change, and help when something isn't right.

Book a callStep one is a conversation, nothing more.
What we don't claim

Running AI on hardware you own changes where prompts and documents are processed. It doesn't settle your agency's professional obligations, and decisions about client information stay with you. Talk to your own advisor about the rules that apply to your work.

FAQ

Questions, answered plainly.

Anything else? Ask us on a call; that's what it's for.

Does policyholder data leave our agency?

Prompts and documents are processed on hardware you own, not by a public AI service. The system uses the internet for software and model updates, and for remote management if you choose it. We'll show you what connects and why, and we don't look at your documents or chats.

Does it connect to our agency management system?

Tell us what you use on our first call and we'll tell you honestly what's possible.

Do you have compliance certifications?

We don't make compliance certifications. If you have regulatory requirements, raise them on a call and we'll tell you plainly what we can and can't help with.

Do you offer an uptime SLA?

Your system runs on hardware you own, so we don't offer an uptime SLA. Cloud hosting is available when it fits your needs.

How big a system would we need?

It depends on how many people use it and what for. See our setups by size and our guide to choosing hardware, then we'll size it with your real examples on a call.

Let's find where AI fits in your business.

Tell us what's taking your team's time. We'll tell you what AI can do about it, honestly, and what it would take to build and run it.

Read the FAQ

Book a call

Do you already have hardware?

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