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.
A local Atlanta firm. We drive to you and set it up in person.
The first workflow we turn on
Lead response, start to finish.
We begin with one concrete workflow so you can see it work before we expand. A new lead comes in. The agent reads it, drafts a reply in your firm's voice, and puts it in front of your team. A person approves it, and it goes out. Then we expand to the rest of your AI.
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.
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 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.
We serve Georgia SMBs, in person.
We're based in Atlanta. We drive to your office. We sit with your team. No Zoom-only installs.
Questions firm owners ask us.
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 what else we run →See Paige work before you commit to anything.
15 minutes, in person or on a call. We show you Paige working a mock case live and walk through exactly where your data does and does not go. No slides, no pitch deck.
Local Atlanta firm. We set it up and run it for you.