// Insurance
Insurance AI automation case studies built on the highest-volume, most repeatable work - claims intake, support inquiries, document routing, outbound follow-up, and compliance tracking. Every parallel below runs in production.
Sales ops / Compliance / US
5 sales reps running their entire workflow from GHL. SOW generation, DocuSign e-sign, NMI payment collection, compliance tracking, and reporting all triggered from rep activity. 100% audit trail. Zero manual backend steps. Direct parallel to insurance compliance and document workflow requirements.
Finance / Debt settlement / US
Multi-campaign outbound AI calling for debt settlement: dynamic variable passing across GHL, n8n, and Retell AI. Live-transfer routing, post-call metric tracking, outbound queuing. Direct parallel to insurance outbound calling and follow-up workflows.
Want results like these in your business?
Book the audit. We scope before any work starts.
Claims intake, client support inquiries, document routing, renewal reminders, and compliance tracking are the highest-value starting points.
We design audit trails, approval gates, and data handling rules into the workflow architecture from the start.
Pricing depends on the scope of your system. After a free audit we give you a clear quote, fixed-price or hourly, whichever fits. Book the audit for a number tailored to you.
// Free Audit
Book the audit. Thirty minutes. Free.