Most agencies are told to "use AI" and handed a chat window. The assessment starts from the other end: how your work moves today, where the hours go, and which of those hours software can give back without putting your book or your licence at risk.
You spend about two hours in total. The interview is free and starts the moment you book; you pay half when you confirm your session with Derek, and the rest when your assessment is delivered. You leave with a plan you can act on with us or without us.
Fill in the form below and name anyone else who should take the interview. Each person gets their own interview link by email within minutes. No payment, no call to schedule.
Jefferson, our AI, walks each person through how their work actually happens: new business and intake, quoting and markets, binding, servicing and endorsements, renewals, claims, billing, and the email and spreadsheets in between. He asks follow-ups, not a survey. Each person can talk with him out loud, the way they would on a call, or type, and switch between the two at any time. The owner, a producer and a CSR usually tell three different stories — that difference is the finding.
When the interviews are done, Jefferson sends you a short preview of what he found and three times with Derek. Pick one and pay a $250 deposit to confirm it. Derek has read every interview and Jefferson's first cut; together you pressure-test what matters most, rule things out, and look at live examples of the fixes — running on our own systems.
A designed, written plan you can share with partners and print — everything listed below, with a fixed price on the first build. The remaining $250 is due when it's delivered.
Go ahead with a custom build from the plan and your $500 fee comes off the price. If the right answer is Jefferson out of the box, or a setting in a tool you already own, we'll tell you that instead.
Written for the owner who has to decide and the operations lead who has to live with it.
How a piece of business moves from first email to renewal, step by step, and who touches it at each step.
Where the hours go, by role and by workflow, estimated from the interviews. The rekeying and chasing, made visible.
Your AMS, email, carrier portals, document stores and spreadsheets: what AI can reach today, what needs a connector, what's locked.
The five to seven AI uses worth your money, each scored on hours returned, risk, cost and time to value.
What AI may read, what it may do on its own, and what always waits for a person — binding, paying, sending to a client.
For each opportunity: a tool you already own, something off the shelf like Jefferson or chaacBots, or a custom build.
Quick wins first, then the builds, in an order your team can absorb without stopping the work.
A written scope and price for the highest-value build — with your $500 fee already taken off.
The assessment usually points at one of these. Whichever you choose, your $500 fee comes off it.
The credit applies to custom builds scoped in your assessment. It isn't applied to subscriptions such as Jefferson seats or bot gas.
Nothing is charged here. Interview links arrive by email within minutes, for you and anyone you name. You pay a $250 deposit when you confirm your session with Derek, and the other $250 when your assessment is delivered.
Independent agencies, MGAs and program administrators — from a five-person shop to a regional agency. The price is the same; bigger teams simply send more people through the interview.
At least the owner and one person who does the day-to-day servicing. A producer and a CSR describe the same workflow very differently, and the gap is usually where the hours are.
Jefferson is InsurEco's AI chief of staff — the same one we use to run our own company. The interview is a conversation: he asks, listens, and follows up on what you say, the way a consultant would, on your schedule.
Yes. Press Talk and have the conversation out loud: he listens, answers in a natural voice, and you can interrupt him the way you would a person. Anyone who would rather type can, and you can switch between the two in the same interview. All it takes is a browser and a microphone.
No audio is kept. Only the written transcript is stored, encrypted, in your agency's own file. The spoken interview runs on OpenAI's voice model and the written one on Claude, both under business terms that forbid training on your words; OpenAI may hold safety logs for up to 30 days. When the engagement is over, your agency can have all of it deleted.
No. The assessment runs on what your team tells us and anything you choose to share, like a sample report or a screenshot. Access only comes up if you go ahead with a build, and then it's scoped in writing.
Derek Lovrenich is InsurEco's CEO and CTO. He has spent fifteen years in insurance technology and built the platform this runs on — Tawa, Jefferson, Chaac, PolicyPay and RaterSpot.
The Jefferson interview is free. The assessment is $500 in two halves, through a secure checkout: a $250 deposit when you confirm a time for your session with Derek, and $250 when your written assessment is delivered. The full $500 is credited toward any custom build you go ahead with.
Cancel 24 hours or more before your session and the deposit is refunded in full. Inside 24 hours the deposit is kept. If you miss the session, you keep one free reschedule — pick a new time and there's nothing more to pay.