AI Employees for Insurance Agencies

Stay in Front of Every
Client and Referral Partner.

An AI employee is a trained AI that works on your computer, with your accounts, under your rules. In an agency, it researches your referral partners, writes your monthly newsletter in your voice, and drafts the renewal and client touch-points that keep slipping.

I build it, train it on your agency, install it at your desk, and teach you to run it. Working the same day.

Tell Me What You'd Hand Off See Pricing

The Short Version

Your Local AI Coach builds AI employees for insurance agencies and installs them for $2,500, with a founding rate of $1,500 for the first 5 businesses.

An AI employee for an insurance agency researches the referral partners in your area, writes a monthly newsletter to them in your voice, and reports back who opened and replied.

An insurance agent approves every newsletter, renewal reminder, and client email before an AI employee sends it.

An AI employee for an insurance agency does not connect to an agency management system by default: those connections are scoped and quoted separately.

What It Handles in an Agency

Every build starts with the three jobs you'd hand off first. In an agency, they usually look like this:

Illustration of an AI employee drafting renewal reminders and client letters on an insurance agency desk

Referral Partner Research

Researches the referral partners in your area, builds you a working list, and keeps notes on each one, so your next conversation starts with something specific instead of a cold introduction.

The Monthly Newsletter

Writes a monthly newsletter to your partners and clients in your voice, then reports back who opened it and who replied, so you know exactly who to call this week.

Renewals and Check-Ins

Drafts the renewal reminders, policy review invitations, and client check-ins that always get pushed to next week. They come to you as drafts, in your voice, ready to approve.

We pick your first three jobs together, and your AI employee walks in the door already trained on them.

Not an agency? See AI employees for law firms or how an AI employee works in any business.

Your Rules. Your Data. Your Employee.

Runs on your own business account, under commercial terms where your data is never used to train AI models.
Your files stay on your machine. Nothing goes into free consumer tools.
I set it up to meet the published professional guidance for regulated work, and leave you a written one-pager on exactly how.
You review its work before anything is sent or published. It drafts. You decide.
If we ever part ways, you keep your employee, your account, and written instructions for running it yourself. No lock-in, on purpose.

Who Builds It

Wesley Cable, Your Local AI Coach

I'm Wesley Cable. I've used AI every day for two years, set it up in more than 15 businesses, built more than 10 automations, and spent a year and a half teaching AI weekly to a room of business owners. I build the AI employee, train it on your agency, and install it myself.

ChatGPT logoChatGPT Claude logoClaude Gemini logoGemini Copilot logoCopilot Grok logoGrok

The tools I use and teach every day.

See how an AI employee works →

What It Costs

Compare it to a hire: a part-time admin runs $1,500 to $2,500 every month. See the full comparison →

Installed In Your Business

$2,500

Founding rate: $1,500 for the first 5 businesses.

Built and trained on your agency before you meet it. Installed at your desk, working the same day. Includes your first three jobs, the confidentiality paperwork, and 45 days of adjustments.

Optional: $250/month to keep building it new capabilities as you think of them.

Claim a Founding Spot

Not sure which fits? Tell me the job you'd hand off first and I'll tell you honestly, including if the answer is "you don't need me for this."

Questions Agents Ask Me

What does an AI employee do in an insurance agency? +

It handles the touch-point work that always slips when you are busy writing policies. It researches the referral partners in your area, writes a monthly newsletter to them in your voice, and reports back who opened and replied so you know exactly who to call. It also drafts the renewal reminders and client check-ins you never get around to.

Does it contact my clients on its own? +

No. It drafts and you approve. Every email, newsletter, and renewal reminder comes to you first, and it goes out under your name from your email only after you say yes. The relationship stays yours; the AI employee takes the writing and the list work in front of it.

Is client information safe on an AI employee? +

Your AI employee runs on your own business account under commercial terms where your data is never used to train AI models, and your files stay on your machine. Nothing goes into free consumer tools. For regulated work like insurance, I set it up to meet the published professional guidance and leave you a written one-pager on exactly how it is configured.

Will it connect to my agency management system? +

Sometimes, and it is quoted separately. Connections to your industry software are scoped and quoted on their own so there are never surprises. Most agencies get their first three jobs running without any integration, because the research, writing, and follow-up work happens on information you already have.

What does it cost for an insurance agency? +

Installed in your office is $2,500, with a founding rate of $1,500 for the first 5 businesses. Adding new capabilities later is an optional $250 a month. Compare it to a hire: a part-time admin runs $1,500 to $2,500 every month.

Tell Me the One Job You'd Hand Off First.

One form, one question. I read every one personally and reply with an honest answer: what an AI employee could take off your plate in your agency, what it would cost, and if the truth is "you don't need me for this," I'll say that too.

Start With Your Week

Prefer to talk? Call or text (916) 251-1321. I answer.