What Other Brokerage Owners Are Saying
Real results from real brokers.
"I was drowning — emails at 6am, contracts piling up, worried my team would miss something. Now my AI Chief of Staff handles the inbox, preps my meetings, and reviews contracts in 5 minutes instead of 4 hours. I'm saving 10+ hours a week and actually have time to sell."
Owner, 15-person Commercial Brokerage
Construction & Real Estate focus
"We caught a Professional Liability contradiction that would have been an E&O nightmare — one document required waiver of subrogation, another explicitly excluded it. My team missed it. The AI didn't."
President, Commercial Insurance Brokerage
Transportation Focus
4 hrs → 5 min
Contract review time
10+ hrs/week
Saved per owner
Gaps caught
That manual review missed
What Your AI Chief of Staff Does
Everything you'd hand off to a Chief of Staff.
Not another tool. An executive-level partner that handles the work so you can focus on selling and clients.
Never Lets a Deal Fall Through
Manages follow-ups, tracks client interactions, and reminds you who to call. Plus handles your inbox and preps you for meetings with context and history.
Reviews Contracts So You Don't Have To
Upload a construction contract and get back: required limits, additional insured requirements, waiver of subrogation flags, and what endorsements to request. What took 4 hours now takes 5 minutes.
Catches What Your Team Misses
Compares contract requirements against current policies and flags contradictions. One owner caught a Professional Liability gap that would have been an E&O nightmare.
Handles COI Verification at Scale
Check certificates of insurance for compliance issues, missing endorsements, expired dates, and limit mismatches — review 50 COIs in the time it takes to read one.
Other Brokerage Owners Tried ChatGPT
Here's why they switched.
Generic AI extracts information. An AI Chief of Staff reasons through it — trained on commercial insurance logic to catch what a senior underwriter would flag. Built by Insurance and AI experts.
Coverage contradictions between documents
When File A requires waiver of subrogation and File B excludes it — we flag it.
Missing lines buried in risk notes
Contractor's Equipment as a distinct coverage line, not just a footnote.
Duration language that matters at claim time
"Through completed operations" vs. "until all statutes of limitations have expired" — the difference is material.
Consistent output across your team
No prompt engineering required. Everyone gets the same structured analysis.
How Other Brokerage Owners Got Started
From overwhelmed to productive in 72 hours.
We handle the setup, training, maintenance, and updates.
Book your free AI assessment
45-minute call with our AI Expert to understand your business and show you what's possible.
We set up your Chief of Staff
We configure everything in your environment — email, calendar, contract review, the works. Ready in under 72 hours.
Start handing things off
Forward emails, upload contracts, let it prep your meetings. We continuously improve it based on your feedback.
Pricing
A Chief of Staff for $500/month.
Compare that to hiring an expert Chief of Staff or an EA at $100K/year.
AI Chief of Staff for Brokerage Owners
Email, calendar, meetings, contract review, follow-ups — everything you'd hand off.
That's less than $17/day for 10+ hours back every week.
- Close more deals — follow-ups that never fall through
- Contract review in minutes, not hours
- Coverage gap detection and E&O protection
- Email, calendar, and meeting prep
- Ready in under 72 hours
- Unlimited usage
- Cancel anytime
- Does not include Claude Subscription
FAQ