We build AI that works inside an insurance business, not a chatbot bolted to the side of one. A private assistant that has read your mail and meetings. Bots that run errands at your carriers. A custom MCP that puts your agency's own data in front of Claude — hosted on the platform we already run our products on.
The full $500 is credited toward any custom build.
Jefferson reads our inbox, tracks who promised what in every meeting, and builds our briefs and pitches. Chaac shows us a plan before it writes a line of code, then ships across our services. This site is a set of portal pages Jefferson published. The pieces are proven here before they reach your agency.
Your book, your carriers, your documents — reachable from Claude, with sign-in, per-person tool access and an audit trail. Hosted on Tawa.
Inbox triage, meeting promises, who's waiting on whom, and finished documents — from a private Cabinet that keeps your book yours.
Ideas from what you actually did this week, drafted as posts, newsletters and client notes. You approve every piece before it leaves.
Quotes, apps, loss runs and dec pages fetched from carrier portals by bots that follow a recorded recipe — and never see your passwords.
Submission intake, bordereaux, certificates, renewals. The repetitive work between your systems, planned, tested and handed back for approval.
Designed briefs, program pitches and one-pagers from a sentence — and sites like this one, with forms that land in a table you own.
Before anyone builds anything, find out where AI actually earns its keep in your shop. Start with a free interview with Jefferson about how your work moves; then sit down with Derek and get a written plan with prices on it.
Tell us about your agency and who should take the interview. The links go out straight away — the interview is free.
Our AI walks you through how work actually moves today. Talk with him out loud or type — on your schedule, as many people as you like.
Jefferson offers you three times; pick one and pay a $250 deposit to confirm. Derek has read every interview, and you pressure-test the findings together.
A written plan: where your hours go, the AI worth doing first, the guardrails, and a fixed price for the first build. The other $250 is due on delivery.
Go ahead with a custom build and your $500 fee comes off it. Or don't, and keep the plan.
Your book is your business. What the AI reads stays yours, and you decide who on your team can use which of its tools.
No. A general chatbot knows the internet. What we build knows your agency: your clients, your carriers, your renewals, what was said in Tuesday's meeting. It reaches that through tools we build and host, with sign-in and permissions, and it can act — behind your approval — instead of only answering.
Into your own space on our platform, or into a Cabinet that can move onto a box in your office. It never trains a model that leaves your environment. Admins choose who gets which tools, and every change to that is recorded.
No. We build, host and maintain it. If you do have a technical team, we hand them something they can extend.
Any custom AI project that comes out of your assessment: a custom MCP, a content engine, a custom agent or workflow, a site. It isn't applied to subscriptions such as Jefferson seats.
Then the assessment says so. Sometimes the answer is Jefferson out of the box, or a setting in a tool you already pay for. You keep the plan either way.
Book anyway. The assessment is where we find out what your systems allow. Google mail and calendar are connected to Jefferson today; Microsoft 365 is on the roadmap now, and custom MCPs are built around whatever you run.
Start free with a Jefferson interview. Then $500 for an hour with Derek and a written plan with a price on the first build — and the full $500 credited toward it.