Custom AI Software & Agentic Systems Built for Insurance Agencies
We design, build, and deploy production-grade software using Claude Code and the latest agentic AI SDKs — from quote-intake voice agents to full policyholder portals. 10× faster delivery. Same quality. Built for insurance.
We Build the Tools Insurance Agencies Can't Buy Off the Shelf.
GoHighLevel snapshots solve 80% of an agency's automation needs. The other 20% — a TCPA-safe quote-intake chatbot for your specific carrier mix, a voice agent that knows not to quote on Medicare without a scope-of-appointment, a policyholder portal that pulls renewal dates from your AMS — requires custom software. That's what we build.
We use Claude Code — Anthropic's official AI-assisted development CLI — to ship production software at a fraction of traditional dev shop timelines. For agentic systems, we build on Claude Agent SDK, VAPI, and Retell, picking the right stack for your insurance use case, not the one we happen to know best.
Three Categories of Custom Insurance Software
From a single AI agent that handles inbound quote calls to a full policyholder portal — we cover the spectrum.
Agentic AI Systems
Multi-step AI agents purpose-built for insurance operations — quote intake, TCPA compliance, document extraction, and lead qualification — built on Claude Agent SDK.
- Quote-intake & lead-qualification agents by LOB
- TCPA-aware two-way SMS & consent agents
- Policy-document extraction & indexing agents
- AMS/CRM research & report-generation agents
- Multi-agent orchestration with producer handoffs
Custom Insurance Voice AI
Production voice agents that field inbound quote calls and place outbound renewal or reactivation calls — built on VAPI, Retell, or custom Twilio + Claude pipelines.
- Inbound quote-intake receptionist by line of business
- Outbound renewal-reminder & no-show recovery callers
- Bilingual voice agents (English / Spanish)
- CMS-aware Medicare intake (scope-of-appointment compliant)
- Call transcription + structured data back to GHL
Insurance Agency Software
Full applications — policyholder portals, producer dashboards, AMS integrations, and GHL custom apps — built for how an insurance agency actually runs.
- Policyholder self-service portals & mobile apps
- Producer performance dashboards & admin tools
- AMS / agency CRM ↔ GHL data sync
- API integrations with carrier quoting platforms
- Custom GHL Marketplace apps for agency resell
Agentic Systems We Can Build for Insurance Agencies
Concrete examples of AI systems we can ship for insurance agencies and GHL agencies serving insurance clients — each solving a real operational pain point. These are starting points; we customize to your lines of business and carrier mix.
AI Sales SDR Agent
Researches prospects, drafts personalized cold emails based on company news + LinkedIn, sends them, handles replies, and books qualified demos onto your calendar — fully autonomous.
AI Customer Support Agent
Reads incoming tickets across email, chat, and SMS. Resolves tier-1 questions automatically with your knowledge base. Escalates anything complex to a human with full context already gathered.
AI Voice Receptionist
Answers your phone 24/7 in a natural human voice. Qualifies callers, books consultations directly to your calendar, transfers hot leads to your team, and texts you a summary of every call.
AI Outbound Caller
Places real cold calls or follow-up calls at scale. Uses your script and personality. Handles objections, books appointments, leaves voicemails, and logs every conversation transcript into your CRM.
AI Policy-Document Processing Agent
Reads dec pages, ACORD forms, applications, and quote sheets. Extracts structured data (named insured, coverages, limits, effective dates, premium). Routes to the right producer and files everything into your system.
Deep Research Agent
Multi-hour autonomous research on any topic — markets, competitors, carriers, prospects. Searches, reads, synthesizes, and generates a sourced report. Like a junior analyst that never sleeps.
AI Code Review Agent
Auto-reviews every pull request in your repos. Flags bugs, security issues, and style violations. Suggests improvements with full reasoning. Posts comments directly into GitHub or GitLab.
Browser Automation Agent
Logs into web apps that have no API. Extracts data, fills forms, submits reports, and runs scheduled workflows. Works on dashboards, government portals, legacy SaaS — anything with a browser UI.
AI Quote-Intake Agent
Multi-channel intake bot for insurance agencies. Qualifies leads by line of business (auto/home/life/Medicare), checks basic eligibility, collects the details a producer needs, and books consultations only when the lead is a fit. Never quotes or binds.
AI Financial Analysis Agent
Connects to QuickBooks, Stripe, Xero, or your data warehouse. Generates weekly P&L summaries, flags anomalies, projects cash flow, and answers natural-language financial questions on demand.
AI Resume Screening Agent
Reviews every incoming resume against your job criteria. Scores candidates, flags top matches, drafts personalized rejection or interview emails, and books screening calls automatically.
AI Content & SEO Agent
Researches trending topics in your niche, drafts SEO-optimized blog posts and social content, schedules them across platforms, and tracks performance — replacing a content team for a fraction of the cost.
Don't see your use case? Book a discovery call — if it's possible to build, we can build it.
The Stack We Build On
We pick the right tool for each job — but here are the ones we use most.
Foundation models & SDKs
Voice AI
Languages, frameworks & infra
From Idea to Production in 5 Steps
A clear, predictable engagement — no scope creep, no surprises.
Free Discovery Call
30 minutes. We understand your problem, current stack, and goals.
Scoping & Fixed Quote
Written scope document with milestones, timeline, and a fixed-price estimate.
Build Sprints
1–4 week sprints with weekly demos. You see progress every Friday.
Testing & QA
Edge cases, security, performance. We don't ship broken software.
Deploy + 30-Day Warranty
We deploy to your infrastructure and fix any bugs free for 30 days.
Two Ways to Engage
Project-based or hourly — whichever fits your needs.
Fixed-Price Project
- One-time payment milestones
- Written scope & fixed timeline
- No surprise charges
- 30-day bug-fix warranty included
- Best for clearly-defined builds
Hourly Engagement
- Pay only for hours worked
- Best for ongoing iteration
- Daily Loom updates included
- Cancel any time (1-day notice)
- Best for evolving requirements
Custom Insurance Software FAQ
Traditional dev shops bill hourly while engineers manually type code. We use Claude Code — Anthropic's official AI-assisted development CLI — which lets a small team ship the same software 10× faster. Same quality, dramatically lower cost. The output is yours, fully owned and deployable to your infrastructure.
Claude Agent SDK is purpose-built for production agentic workflows — strong tool use, computer use, long-horizon reasoning, MCP integration. OpenAI Agents SDK (Codex-era successor) excels at multi-agent orchestration with handoffs and built-in tracing. We pick whichever fits your use case best — and sometimes use both.
Yes — 100%. Full IP transfer is included by default. We retain no licenses, no rights, no royalties. The code lives in your repo, deploys to your infrastructure, and runs under your accounts.
Yes. We design every insurance voice agent to stay on the right side of TCPA, CMS Medicare marketing rules, and state DOI regulations. The agent qualifies and books consultations but never quotes, binds, or provides coverage advice — that stays with your licensed producers. We use VAPI, Retell, or custom Twilio + Claude pipelines, whichever produces the best latency and accuracy for your line-of-business mix.
Simple agents: 2–3 weeks. Voice agents: 2–4 weeks. Document processors / research agents: 3–5 weeks. Full SaaS apps: 6–12 weeks. Because we use Claude Code, our timelines are typically half what traditional dev shops quote.
Tell us at the discovery call. For TCPA, we implement prior express written consent capture, STOP/HELP keyword handling, and exportable opt-out audit logs. For CMS Medicare marketing rules (AEP, SEP, scope-of-appointment), the system is designed so the AI never engages in a "sales call" without a pre-recorded disclaimer — compliance stays with your licensed agents. We document every design decision so your E&O carrier can review the technical controls.
Always. Send us your standard NDA at the discovery call and we'll sign before anything sensitive is shared.
30-day bug-fix warranty included free. After that, you can hire a dedicated engineer / VA from $700/month for ongoing maintenance, or stay on hourly retainer for feature additions.