Case Studies

Real results from real deployments. See how autonomous AI agents transform operations.

Flagship P&C Insurance

P&C Insurance Agency Automation

A property and casualty insurance agency needed to automate their renewal tracking, premium monitoring, compliance checks, and revenue operations. Manual processes were consuming 30+ hours per week.

19

Autonomous Agents

80%

Manual Work Reduced

24/7

Autonomous Operation

What We Deployed

Renewal tracking and notification engine
Premium change monitoring with exception flagging
Stripe revenue controller for billing automation
Client health scoring and risk assessment
Automated compliance document tracking
Real-time founder dashboard with all metrics

The Agent Team (5 Phases)

Phase 1

Core infrastructure — data management, database maintenance, health monitoring

Phase 2

Revenue operations — Stripe integration, invoice tracking, MRR snapshots

Phase 3

Insurance-specific — renewal engine, premium tracker, compliance monitor

Phase 4

Communication — client notifications, report generation, email automation

Phase 5

Analytics — trend analysis, forecasting, optimization recommendations

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