For insurance agents and agencies
Your book of business is the agency. Know exactly where it goes.
Policyholder records, claims detail, and your renewal list are worth more than the office they sit in. Paige is a private AI employee W&S configures around your firm. She works quote follow ups, renewals, and routine service email around the clock. Client data flows, disclosed in writing before you sign, and a person on your team approves every send.
Why this matters
The data question is real. So is the pile of routine work.
Policyholder data on someone else's servers
Most AI tools route what your team types through servers you do not control, under terms you did not negotiate. Consumer AI tools may use it to train their models, and you cannot un-send a client file to the cloud.
When someone asks where a client's information went
A precise, written answer ends the conversation. 'A vendor's cloud, we think' does not. Paige comes with a written audit runbook, so your IT reviewer can verify directly where the data goes.
Renewals and service mail bury the day
Renewal season doubles your inbox, and routine service questions eat the hours that should go to writing new business. Paige clears that pile around the clock, with a person approving every send.
How it works
Three steps. We set it up in person.
- 01
We map where your client data goes today.
A real person from our firm sits with your team in Atlanta and traces how the routine work moves through your day, and where your client data actually goes across email, storage, and the tools you already pay for.
- 02
We configure Paige around your firm.
We connect Paige to the email and calendar you already use. AI drafting runs through a disclosed provider we name in your engagement, and we show you exactly where your data flows before you sign.
- 03
Paige works the pile. A person approves everything.
Paige works your routine pile around the clock: drafts, summaries, document processing, intake, and follow ups. Nothing goes out without approval from a person on your team, enforced by the system. We manage it monthly, and you never learn new software.
What you get
What working looks like.
A person
approves every outbound action Paige prepares, around the clock.
Every send
is approved by a person on your team. Paige never sends on her own, enforced by the system.
0
new software for you or your team to learn. Paige connects to the tools you already use.
Questions we hear from insurance agencies.
A shopper requests a quote from three agencies at once. How does this help me win it?
The agency that replies first while the shopper is still comparing often binds the policy. The AI drafts a reply to every quote request, day or night, ready for a quick approval, so you are the first response instead of the third.
Can it keep up during renewal season without dropping new business?
Yes. Renewal season doubles your inbox, and a new quote that could become a long-term client should not wait behind service questions. The AI drafts the routine renewal and service replies so new quotes get a fast, personal first draft ready for approval.
What if the AI drafts an incorrect reply to a prospect?
A person on your team approves every draft before it goes out, every time. The AI never sends on its own, so an incorrect quote reply is caught before a shopper sees it. You decide which routine quote drafts get a quick approving glance and which sensitive ones get a closer read.
Where does my clients' information live?
AI drafting runs through a disclosed provider we name in your engagement, and we show you exactly where your data flows before you sign. Your data is never used to train anyone's model. Every credential is yours, the written audit runbook shows your IT reviewer how to verify it, and we review your specific data requirements before any contract.
How long does setup take and is there software to learn?
A few weeks from the first meeting to the first live workload, set up in person, with no new software for you or your staff because Paige connects to the email you already use. We set Paige up at your office, learn how your agency answers quotes today, and turn workloads on one at a time, each passing our quality gate. Pricing is published: setup from $3,000, then a management retainer from $300 per month, month to month, no contract until you have seen it run.
The first workloads are where we start
We turn workloads on one at a time, starting with the back office work Paige handles best. Drafts, summaries, intake, data entry, follow ups. Each one passes our quality gate before it goes live.
See Paige work before you commit to anything.