The AI Operating System for Insurance Agents — Implemented in Your Practice in 7 Days
Custom Claude project + 2 AI agents trained on YOUR carriers, YOUR scripts, YOUR voice. Save 10+ hours/week or your money back.
From Signature Branding & Marketing — 20 years working with hundreds of insurance agents ·Currently serving producers in Florida and Georgia ·30-day money-back guarantee
You didn't get licensed to be a human autoresponder.
Every week you lose to admin work is a week you're not writing policies, building referrals, or home with your family.
This didn't feel like buying software. It felt like hiring a team that never sleeps. My clients think I'm answering them at midnight.
aahealthwealth.com
Drowning in quote requests
Same questions, same rewrites, every single day. You're a copy-paste machine instead of an advisor.
Carrier appetite guides — buried
You know the answer is in that 80-page PDF. Finding it costs you the deal.
Your voice gets lost
Generic AI sounds nothing like you. Clients can tell. Trust evaporates.
Hiring isn't the answer
A licensed assistant is $55K+/yr, 3 months to ramp, and still needs you for every edge case.
Scale your insurance agency with AI precision.
An AI practice that sounds like you, works while you sleep.
Signature Agent OS is a custom Claude project plus two specialized AI agents — installed inside your existing workflow, trained on your carriers, your scripts, your voice.
Not a chatbot. Not a generic SaaS. A bespoke operating system built for one producer: you.
From signed contract to live AI practice in one week.
Discovery Call
90-minute deep dive. We capture your carriers, voice, workflows, and the busywork you hate most.
Knowledge Capture
We ingest your carrier guides, scripts, email templates, and CRM exports into your private Claude project.
Agent Training
Your two AI agents are configured, fine-tuned on sample requests, and tested against your real inbox.
Install & Integration
Connected to your email, CRM, and quoting tools. Sandboxed first, then live with your approval.
Go-Live & Training
60-minute handoff session. You leave knowing exactly how to run it, tune it, and scale it.
Everything you need. Nothing you don't.
Custom Claude Project
- ✓Private workspace trained on your carriers, forms & scripts
- ✓Searchable knowledge base — answers in seconds, not hours
- ✓Branded voice profile so every output sounds like you
Two AI Agents — Built & Installed
- ✓Quote Triage Agent — drafts responses from inbound requests
- ✓Renewal & Retention Agent — proactive 60-day pipeline
- ✓Both connected to your email, CRM & quoting workflow
White-Glove Implementation
- ✓90-minute discovery call with Ken
- ✓Full knowledge capture & ingestion (we do the work)
- ✓60-minute live handoff training session
30 Days of Tuning ($297/mo plan)
- ✓Weekly check-ins for the first month
- ✓Unlimited prompt refinements & agent adjustments
- ✓Priority support via private Slack channel
Two ways to get activated.
Same 7-day build. Same deliverables. Choose how you want support after go-live.
Activation + Tuning
+ $297/mo for 30 days of tuning
- ✓Full 7-day implementation
- ✓Custom Claude project + 2 AI agents
- ✓90-min discovery & 60-min handoff
- ✓30 days of weekly tuning calls
- ✓Private Slack support channel
- ✓30-day money-back guarantee
Your Custom Agent OS, Built in 7 Days — Plus 90 Days With Me.
You don't just get the system. You get the founder for the first full quarter.
Single payment · No monthly
- ✓7-Day Custom Build($1,497 value)
Your Claude Workspace + 25 insurance prompts + 2 AI agents from the menu, all tuned to your carriers, voice, and ideal client.
- New✓90 Days of Founder Consulting($891 value)
Direct line to Ken for 90 days. Weekly check-ins. Strategic guidance through your first full quarter on the system.
- ✓Custom Prompt Engineering Session($500 value)
We write 5 additional prompts FOR your specific workflows — the ones the standard 25 don't cover.
- ✓Personal Loom Library + Documented SOPs($300 value)
Every workflow recorded. Every process documented. Your team can run the system without you.
- ✓14-Day Not-Stuck Guarantee(Included)
Text Ken directly during your first 14 days. 24-hour response. No support queue. No question too small.
- ✓30-Day Money-Back Guarantee(Included)
30 days to test on real work. If it doesn't fit your practice, full refund. No questions asked.
After Day 90 — continue at $297/mo. Month-to-month. No contract. Cancel anytime, no fees.
7 days to live · Risk-free for 30
Limited to 4 new activations per month. Currently booking next available slot.
Save 10+ hours a week — or your money back.
If, after 30 days of using your Signature Agent OS as designed, you're not saving at least 10 hours per week, email me. I'll refund every dollar. No paperwork, no awkward call. That's the deal.
— Ken
What agents ask first.
One week from now, your practice runs differently.
Or one week from now looks exactly like this week. Your call.
30-day money-back guarantee · 4 spots/month · FL + GA priority