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Custom Project Builds
What's included in every project:
- Kickoff call to align on outcomes, systems, and success criteria.
- Architecture documents so you know exactly what's being built and why
- Full build and deployed across your existing tools, including AMS, CRM, website, and connected tools
- Testing and QA before anything ships to your team
- Recorded team training and written documentation for future hires
- 30 days of post-launch support to iron out anything that surfaces in production.
- Plain English handoff. No bnlack boxes, no vendor lock-in
Description
The projects sitting on your "someday" list are costing you money right now.
You already know the renewal workflow needs to be automated. You know the CRM is half full of junk data. You know the website should be capturing quotes instead of sending people to a contact form nobody answers. But your team is busy running the agency, and every quote for outside help comes back either vague, overpriced, or written by someone who's never opened an AMS in their life.
Project Build is for agencies that want one of those things crossed off. It's a fixed-fee, fixed-scope engagement run by an agency owner who lives inside the same stack you do. We scope it in a call, price it upfront, build and test it, train your team, and document it so the next hire can pick it up cold.
Projects start at $1,000 and are priced by scope, not by the hour. You get a number before we start and you get a working system 2 to 4 weeks later. No change orders for questions. No retainer creep. No vendor trying to upsell you on software you don't need.
Overview
If you can dream it, we can build it.
Pick the one most likely to move the needle this quarter. If you're not sure which, the scoping call sorts it.
Automation & AI
For the workflows eating your team's day.
- Renewal workflow automation
- Lead intake, scoring, and routing
- Cross-sell and referral engines
- Client onboarding sequences
- AI chatbot and voice-AI deployment
- System-to-system integrations
- CRM workflow rebuilds
Data Cleanup
For CRMs and AMSes that have become a graveyard.
- Duplicate identification and merge
- Field standardization (carriers, LOBs, status, policy types)
- Formatting normalization across records
- Tagging and segmentation setup
- Missing-data fill plan
- Data governance playbook your team will actually follow
Website & Self-Service
For agencies whose website is a brochure, not a producer.
- Conversion audit and page rebuilds
- AI chatbot integration
- Self-service client portal
- Client Mapping & Claim Automation
- Payment and billing integration
- COI request automation
- Review-generation widgets
- Lead capture + analytics tracking
From scoping call to shipped build in days, not months.
✅ Scope: 30-minute call to walk the systems, the desired outcome, and the edges of the build. We tell you if it's a fit and what the ceiling of value looks like.
✅ Plan & Quote: You get an architecture doc and a fixed-fee quote. Pay the invoice, we start. No change orders for questions.
✅ Build & Test: We build in your environment, test across every connected system, and keep you in the loop in Slack or email. You see progress, not a black box.
✅ Train & Handoff: Recorded team training, written documentation, and a 30-day support window so anything that surfaces in production gets fixed fast.