AI growth intelligence · Independent professional services

We find the revenue you're already missing.

A 90-day Sprint surfaces the coverage gaps, dropped prospects, and stalled deals already sitting in your data. Most agencies find $40–80K in recoverable annual premium before month three. Then we build the system that keeps finding it.

Request an engagement → See the Sprint
SYS.SCAN · Sample book of business
Standby
Scanning client 000 of 1,847 Opportunity$0
— Awaiting scan
READY
Findings · 0 9 rules per scan
no findings yet · scan pending
Sample · illustrative data · —
Sprint · Start here
Growth Sprint
Find the business you're missing, in one quarter.
Timeline
90 days
Investment
$8–12K

For principals who want to see the recoverable revenue in their book before committing to a bigger engagement.

Data foundation, cleaned and connected Coverage gap scan with branded report One prospect campaign, end to end Monthly working sessions with the principal Final playbook you keep
See the Sprint →
OS · Full engagement
Operating System
Everything your team needs to run cleaner and see your book more clearly.
Setup
$15–20K
Monthly
$4–6K

For principals ready to install the full system: six intelligence modules running monthly, the Workbench on your team's desks, and quarterly strategy sessions.

Six intelligence modules, running monthly Workbench with Proposals + Comparisons at install Additional tiles at $2K setup once live Quarterly strategy sessions with the principal Priority support · 12-month term, month-to-month after
See the OS →
Workbench · Team tools

The tools your team uses every day.

Installed inside every engagement. Not a subscription. The Workbench comes bundled with the Operating System, or standalone for Sprint alumni who want to add tiles individually.

See the Workbench →
SYS.WB · Live workbench
Running
Proposals · Extracting from carrier quote 4.2s
Liability limit$1,000,000 / $2,000,00099.2%
Deductible$2,500100%
Aggregate$2,000,00098.7%
EndorsementsCG 20 10, CG 20 37, PL-10196.1%
ExclusionsNone flagged94.4%
Comparisons · Three carriers, side by side 3.6s
Carrier A Carrier B Carrier C
Liability$1M/$2M$1M/$2M$500K/$1M
Deductible$2,500$1,000$2,500
Aggregate$2M$2M$1M
Premium$8,450$9,120$6,890
ACORD 25 · Certificate of Insurance 2.8s
InsuredAcme Manufacturing LLC✓
PolicyCGL-4471292✓
Effective01/15/26 – 01/15/27✓
CoverageCGL $1M/$2M · Umbrella $5M✓
Cert holderRiverside Industrial Partners✓
Loss Runs · Request tracker 2.4s
Travelers · GLRequest sent 07/14Received
Hartford · PropRequest sent 07/14Received
Nationwide · WCRequest sent 07/14Chasing
Zurich · UmbrellaRequest sent 07/15Pending
Package status2 of 4 received · 1 outstanding74%
Policy Check · Bound vs. quoted 3.1s
QuotedBound
Liability$1M/$2M$1M/$2M✓
Deductible$2,500$2,500✓
Aggregate$2M$2M✓
CG 20 10includedincluded✓
PL-101includedabsent⚠
Sample · illustrative data Auto-cycle · pause on hover

Off-the-shelf tools don't learn from your data. Enterprise consultancies won't touch your size. We build intelligence that gets sharper every month you're on it.

The operator in between · Independent agencies · Nationwide
Work with us

We take on a limited number of engagements each quarter.

Every request is reviewed personally within two business days. If there's a fit, we'll schedule a scoping conversation. If not, we'll tell you why.

Request an engagement →