The first 3 agencies get the audit at half price, all 3 spots are open.
THE BLOG

Find the leak before you buy the fix.

Short, useful notes for independent insurance agencies. Start with evidence, label estimates clearly, and fix the part of the customer journey that loses money.

FEATURED GUIDES

Start with the money questions.

These guides explain the audit and the five common places revenue goes quiet.

What does an AI Revenue Leak Audit cost?

The audit is $1,500 flat, or $750 for the first three founding agencies. It is refunded if no worthwhile leak is found, and the fee counts toward a build.

Read the cost guide

Five revenue leaks in insurance agencies

A practical look at missed calls, quiet quotes, slow web leads, late renewals, and leads re-typed between systems.

Read the five-leak guide
ALL POSTS

Notes for the work in front of you.

Posts are listed newest first. Benchmarks are estimates unless your own data has been measured.

AUGUST 25, 2026

A2P 10DLC registration guide

The full walkthrough for insurance agencies: brand and campaign registration steps, 2026 fees, real timelines, and common rejection reasons.

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AUGUST 25, 2026

What a CRM should do for an insurance agency

The 7 jobs a CRM has to do for an independent agency, the questions to ask vendors, and the red flags to watch for.

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AUGUST 25, 2026

TCPA compliance software, explained

What the software actually does, what it cannot do for you, and how a small agency should evaluate the tools.

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AUGUST 23, 2026

10DLC brand vs campaign registration

What the two registration types mean for insurance agencies, why both are required for texting, and how to get approved.

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AUGUST 23, 2026

TCPA opt-in language for insurance agencies

What compliant opt-in language looks like on agency websites and lead forms, and what has to change after the 2025 consent rules.

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AUGUST 23, 2026

Why your agency texts are not delivering

The seven most common reasons insurance agency SMS fails to deliver, from unregistered numbers to content filters, and how to fix each.

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Have a leak you want to check?

Use the free 15-minute leak check to decide whether a paid audit makes sense.