Keystone Insuranceagents sell while the admin keeps moving.
How a mid-size independent agency freed their producers from service work — so they could focus on new business — with a custom AI system built in five days.
Producers were spending half their day on service work instead of selling.
Keystone's agents were capable, motivated, and good at their jobs. But the volume of routine service tasks meant they had less than half their day available for the work that actually generates revenue.
Renewal Chasing
Agents manually tracked upcoming renewals and sent follow-up emails one by one. Policies lapsed when things slipped through.
Policy Q&A Volume
Clients called constantly with coverage questions, billing inquiries, and claims status checks — routine questions that consumed agent time.
Claims Follow-Up
Following up on open claims required manual outreach. Without a system, clients felt abandoned during their most important moments.
No Systematic Cross-Sell
Agents knew clients had coverage gaps but had no time to systematically reach out. Revenue sat untouched in the existing book of business.
AI handles the service work. Agents work their pipeline.
The left panel shows what the AI handled today without agent involvement. The right shows what agent Marcus was free to do instead.
Your agents could spend their time like this.
If your producers are spending hours on renewals, policy questions, and service follow-ups that a system could handle — we can show where a system helps. Tell us what you're dealing with and we'll respond within 24 hours with an honest assessment.
Start an AI Systems Audit → No obligation. No jargon. We'll give you a straight answer.