What we build

The things we built for ourselves, built for your agency

Every build below is something InsurEco runs on itself today. We scope yours in the assessment, fix the price before we start, and host it on Tawa — with sign-in, permissions, metering and an audit trail from day one.

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The full $500 assessment fee comes off any of these.

01 · The one we build most

A custom MCP on your agency's data, hosted on Tawa

MCP — the Model Context Protocol — is how an AI like Claude reads from and acts on a system. We build one over your agency: your AMS data, clients, policies, carriers, documents and inbox. Your team opens the Claude they already use and asks questions of your book, in plain English.

  • Tools that read — renewals, open items, client history, carrier appetite.
  • Tools that act, behind approval — draft the email, open the ticket, request the loss run.
  • Sign-in and per-person tool access. Admins choose who gets which tools; every change is recorded.
  • Metered and audited. Every call is counted and written to a tamper-evident trail.
  • Backed up nightly, on the same platform that runs our payments products.

Which commercial renewals over $10k are due in the next 45 days with no remarket started?

▸ renewals.search · ▸ activity.lastTouch

Six. Harbor Marine ($48k, 31 days) has no activity since the loss run came in. Alder Farms ($22k, 38 days) is waiting on the client's updated schedule. Want me to draft the remarket emails for the four with no open blocker?

Draft them. I'll send.

▸ email.draft ×4 — waiting for your approval

Illustrative. Names changed; your tools are designed around your systems.
02 · Jefferson for your agency

A chief of staff who has read everything

Jefferson reads your mail, calendar and meeting notes. He tells you who is waiting on you and who owes you, keeps the promises made in meetings from going missing, and builds the brief, the pitch or the recap you would otherwise build by hand.

  • Triages the inbox and turns the real asks into tickets.
  • Pulls who-promised-what out of every meeting and reminds the right person.
  • Works in Claude, in Cursor, or in chat at my.askjefferson.com — one memory.
  • Lives in your own Cabinet: virtual at sign-up, or a box in your office later.

Google mail, calendar and meeting notes are connected today. Microsoft 365 is on the roadmap now.

WHAT WE ADD FOR YOU
  • Setup and connection of your mail, calendar and meetings
  • Your agency's page styles — briefs, proposals and one-pagers in your brand
  • Tool access by role, set with your admins
  • Your custom MCP plugged in, so Jefferson knows your book as well as your inbox
Meet Jefferson ↗
03 · A content engine

Say something every week, from work you actually did

The engine we run for InsurEco reads what happened — meetings, wins, what shipped — and proposes the week's ideas. You pick. It drafts each one in every register you need. You approve in one place, and it publishes or schedules.

  • Client newsletters, renewal explainers and market updates.
  • LinkedIn posts for the agency and for your producers.
  • Blog posts written for search, and press releases for real news.
  • Nothing leaves without a person's approval; compliance-sensitive pieces get their own sign-off.
Meetings · wins · news Weekly ideas Drafts, every channel You approve Publish · schedule What drew leads
The loop we run on ourselves, pointed at your agency.
04 · chaacBots

Errands at your carriers, done for you

Insurance runs on portals no API reaches. A chaacBot works a carrier or program portal in a real browser, following a recipe recorded once from a person doing the job — so its behaviour is known in advance, not improvised.

  • Run the quote, submit the app, fetch loss runs and dec pages, check renewals each morning.
  • Credentials are handles, never values. The bot uses your login from a locker without being able to read it.
  • You approve the plan. Nothing binds, pays or signs without you.
WHAT WE BUILD

The recipes for the portals your team lives in, the approval step that fits your agency, and the hand-off of results back to the right ticket or client record.

About Chaac →
05 · Custom agents and workflows

The repetitive work between your systems

Insurance work is known patterns done over and over: intake, rate tables, bordereaux, certificates, renewals. That's what Chaac, our AI factory, was built for. It shows a plan before it does anything, a person approves it, and every change is tested before it runs.

Task, from our own workBy handWith Chaacmeasured internally
Ingest a monthly bordereau (1,700 records)4 hours18 minutes
Integrate a new carrier rate table2 days45 minutes
Add a payment-processor endpoint1 day2 hours
Quarterly compliance report3 days3 hours

Figures are from InsurEco's own engineering work, not a client study. Your assessment estimates yours.

06 · Pages, proposals and sites

Look bigger than you are

Ask for a client brief, a program pitch or a weekly recap and get a finished, designed page — ready to share, print or put on the web. Group pages into a public site with forms that fill a table you own. This site was built exactly that way.

  • Nine page styles: report, reference, decision, dashboard, tool, landing page, deck, one-pager, letter.
  • Edited a section at a time — "tighten the second section" changes only that section.
  • Your brand, your domain.
HOW EVERY BUILD RUNS
  • Fixed price, scoped in writing before work starts
  • Yours: what we build for you belongs to you; our platform is licensed
  • Hosted on Tawa, or in your own cloud if you'd rather hold the keys
  • Guardrails first: approvals on anything that binds, pays or sends
  • Maintained, with a hand-off your team can live with
Not sure which one?

That's what the assessment is for

An interview with Jefferson, an hour with Derek, and a plan that tells you which of these to build first — for $500, and the full $500 comes off it.

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