AI consulting for insurance agencies, with the work shown first.
ColabContent is a Boston AI consulting house that builds custom automation for independent property and casualty insurance agencies of 10 to 150 staff. Start with the $499 AI-Ready Audit, which names the system worth building, or get your firm's cost benchmark memo by email in 2 minutes. After the audit, a principal builds a working prototype on your own data in 7 to 10 days, before any build fee. Custom builds are one fixed fee starting at $10,000, with the code owned by the firm at handoff.
Start with the audit. Neither option puts you on a sales call. Details are on the AI-Ready Audit page.
What an agency prototype usually is.
Four prototypes come up most often for independent agencies: renewal review prepared ahead of the meeting, certificate of insurance requests drafted automatically, carrier portal data re-keyed once instead of twice, and inbound quote intake triaged before it reaches a producer.
You name the task. These are the four that agencies of 10 to 150 staff ask for most, so you can see the shape of what arrives.
Renewal review, prepared before the meeting
Every policy renewing in the next 60 days pulled from a fictitious agency management system, the prior term compared to the renewal, the remarket candidates flagged, and a one-page brief drafted for the account manager to approve.
Certificate of insurance requests
The request email read, the holder and coverage requirements extracted, the certificate drafted from the policy data and queued for a CSR (customer service representative) to approve, instead of twenty minutes of typing per request.
Carrier portal re-keying
Quote and endorsement data that today gets typed into the carrier portal and again into EZLynx or Applied Epic moves once, with a review screen before anything is written.
Quote intake and triage
Inbound quote requests from the website, email and phone transcripts read, the missing information requested automatically, and the completed submission handed to a producer ready to rate.
How the engagement runs.
The three steps below run in the same order for every agency, each one optional to continue past the last: the audit prices the constraint, the prototype proves the fix on real files, and the fixed fee is put in writing only once that proof exists. Full terms are on the AI-Ready Audit page.
The $499 audit you start with here is the first step. Everything after it is optional and priced up front.
The $499 AI-Ready Audit
A ranked report on your own numbers, the same day, naming the system worth building. Either side can stop there.
Prototype on your own data
Under NDA (a signed non-disclosure agreement), on a representative slice of real files, within 7 to 10 days. If it does not perform to the audit, you owe nothing and keep the work.
Fixed-fee build
One fixed fee starting at $10,000, quoted after the prototype performs, depending on integration depth, inside your own cloud tenant (a private cloud account). You receive the code, prompts, runbook (the written operating instructions) and documentation. No per-seat fee, no platform to renew.
The questions firms ask first.
These are the questions that come up before any engagement starts, collected from audit calls and written down here so they can be answered once. Each answer is the one we give on the call, and each is checked against your own numbers in the $499 AI-Ready Audit report.
What happens after the audit?
After the audit names the system worth building, a principal builds a working prototype of it on the firm's own data in 7 to 10 days, before any build fee. Past prototypes have covered renewal review preparation, quote intake from a carrier portal, certificate of insurance requests, and moving data between EZLynx, Applied Epic or HawkSoft and the rest of the agency stack.
What is in the cost benchmark memo?
The memo takes six numbers you type in (producers and account managers, their blended rate, hours per week they spend on renewal prep and carrier portal re-keying, CSR count, CSR rate and CSR hours per week on certificates and data entry) and returns the annual dollar leak on each line and the total. It is emailed within about a minute of submitting the form.
What if the prototype does not work?
Then the firm owes nothing for that step and keeps the work built so far.
How long does the whole process take?
Same day for the audit, 7 to 10 more for the prototype, then a fixed-fee build quoted once the prototype proves the fix.
What is expected of the agency during this?
No account access to start; the audit runs on public and shared information. A prototype needs a slice of real files under NDA (a signed non-disclosure agreement).
Does this lead to a sales call?
No. The audit and the memo are both delivered without a sales call, and a principal answers every audit request personally the same day. An EZLynx, Applied Epic or HawkSoft question can go straight to the homepage form instead.
More is answered inside the $499 AI-Ready Audit.
Rather just ask?
Send a question from the homepage form and a principal replies. Or start with the audit and get a ranked list back the same day.