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Professional Services (legal, accounting, insurance) › Insurance Agencies · Not Insurance Agencies? See all Professional Services pages

For owner-led independent insurance agencies · 5–200 staff

Quote requests answered before they buy elsewhere.

Online quote requests get a fast, personal reply and the details your producers need. Calls get answered in renewal season. Routine service requests get routed without eating producer time. Quotes get followed up. Licensed work stays with licensed people.

  • Free AI audit
  • One-page report
  • Fixed price, agreed up front
  • You own everything

Where leads leak

They asked three agencies for a quote. Who replied first?

By the numbers · industry data, not our results

70%

of mobile searchers have used click to call to reach a business straight from the search results.

Industry data: Google / Ipsos, The Role of Click to Call, 2013

A shopper fills in quote requests with three agencies on a Sunday night. Two reply on Monday afternoon. One replied first and booked a call.

Meanwhile, your producers spend hours on certificates, ID cards and policy-change requests instead of quoting.

And the quotes you sent last month? Many got one email, then nothing.

Online quote requests that wait

Shoppers often ask several agencies at once. The first useful reply has an edge.

Renewal-season calls

When every line is busy, calls go to voicemail.

Service requests by hand

Certificates, ID cards and policy changes eat producer and CSR time.

Quotes and X-dates not followed up

Quotes sent once, and renewal dates nobody comes back to.

Rough estimate

What could this be costing you?

By the numbers · industry data, not our results

~7×

as likely to qualify a web lead when the firm tried to contact it within an hour, compared with trying even an hour later.

Industry data: Harvard Business Review, 2011

23%

of 2,241 US companies audited never responded to a web inquiry at all.

Industry data: Harvard Business Review, 2011

Put in your own numbers to see your own rough estimate. Nothing is filled in for you, and nothing here is data about your business or your industry.

Your estimated work at risk per monthEnter your three numbers to see your estimate.

Your estimate, based on the numbers you enter. Not a quote or a promise. It's the value of work that may be slipping away, not a price for our services. The free AI audit replaces it with your real numbers.

The Free AI Audit

How it works

This audit covers both calls and written inquiries: how calls are answered, how fast web and email inquiries get a reply, and how quotes and proposals are followed up. It uses your numbers, not industry guesses.

  1. A short intro call

    30 minutes, free, booked below. Tell Nicolas how calls, new inquiries and follow-up work today. If it's not a fit, he'll tell you on the call.

  2. Nicolas reviews it

    He works from your numbers and, only if you agree, one or two test inquiries at times you choose. We never test your business without telling you first.

  3. A short one-page report

    Nicolas gives you a date for it on the call. It covers where your leads leak, a rough monthly cost (clearly labeled as an estimate), and the 1–3 fixes we'd make first, ranked by payback. It's yours to keep, whether or not we ever work together.

What the audit looks at for independent insurance agencies

  • How fast online quote requests get a first reply (with your OK, one test request)
  • What happens to calls during renewal crunch and after hours
  • How routine service requests are received and routed
  • How quotes are followed up, and how X-dates are tracked
  • Where client details get re-typed between your website, email and agency system
  • How many staff-hours a week go to repeat requests

What we don't do: call your business pretending to be a customer without telling you, share your numbers, or use them for anything else.

After the audit

What we fix

By the numbers · industry data, not our results

100×

lower odds of reaching a web lead by phone when it was called at 30 minutes instead of within 5 minutes.

Industry data: Lead Response Management Study (MIT / InsideSales.com), 2007

If the audit finds something worth fixing, you get a fixed-price plan in writing. There's no public price list, because every business runs different tools and has different leaks. You'll know the cost before any work starts.

Ava, 24/7 AI receptionist

Answers calls when lines are busy, collects the details you choose, routes service requests and books a call with a licensed agent. She doesn't quote premiums, give coverage advice or bind anything.

Missed-call text-back

A missed call gets a text from your agency's number automatically, with a link to book or a promised callback time.

Lead follow-up

Every quote request gets a fast first reply. Every quote and X-date gets a follow-up on a schedule, in your voice.

Office automation

Service-request intake and routing, renewal reminders, document requests and weekly reporting, without re-typing.

Hear Ava for yourself

Talk to Ava on our live demo, like one of your customers would. The demo is set up as an HVAC company; yours would know your business, hours and rules. Demo bookings are pretend.

Open the live Ava demo

  • First system live fast, with the timeline agreed in writing before we start
  • You own everything: setup, scripts, data, logins
  • Fixed-price plan after the audit
  • No lock-in
  • A person stays in charge of anything touching money or customers

Second free option

Free Website & ChatGPT Visibility Audit

By the numbers · industry data, not our results

47%

of mobile searchers say they're more likely to look at other brands if a business has no phone number in its search results.

Industry data: Google / Ipsos, The Role of Click to Call, 2013

Not phone-heavy, or want to start smaller? We check your public website: your Google PageSpeed scores, whether calling or booking is obvious on a phone, your basic search setup, and whether ChatGPT and other answer engines recommend you or a competitor for searches like "independent insurance agency near me". It's free: you get a short one-page report, and Nicolas gives you a date for it on the call. Nothing to install, and we only look at what's public.

AI answers change from one run to the next, so the report is a dated snapshot, not a ranking.

Book a call and ask for the free Visibility Audit

Proof, honestly

We're new. Here's how we earn your trust.

We don't have case studies to show you yet, and we won't make any up. Instead: the audit is free and you keep the report; you can hear the system working before you spend a dollar; and if it's not a fit, we'll say so.

Who you'll talk to

Nicolas Sposato, CEO of Executive Automation. He runs the intro call, reviews your audit himself and sends you the report.

Is this for you?

Good fit

  • Owner-led independent agency with 5–200 staff
  • Quote requests arrive online and by phone
  • Producers lose time to service requests
  • Quotes and X-dates need follow-up

Probably not a fit

  • You're a captive agent whose carrier controls all lead handling
  • A dedicated service team already answers everything fast
  • You want an AI that gives coverage advice (we won't build that)

FAQ

Straight answers

Questions from independent insurance agencies

Can Ava quote or bind coverage?

No. Licensed people do that. She collects the information you choose, routes service requests, and books a call with a licensed agent.

What about our carrier and state rules?

You approve every script and every automated message before it goes live. We don't make compliance claims on your behalf, and anything touching advice or money stays with a person.

We're a small agency. Is this worth it?

Maybe not, and we'll tell you if so. The audit uses your numbers to show whether the leak is big enough to fix.

Common objections

How much does it cost?

There's no public price list, because every business runs different tools and has different leaks. The audit is free. If you want help afterwards, you get a fixed price in writing before any work starts: no day rates and no surprise invoices.

What exactly is in the free AI audit?

A one-page report: where your leads leak, a rough monthly cost estimate (clearly labeled as an estimate and built only from your numbers), and the 1–3 fixes we'd make first, ranked by payback. It's yours to keep.

Is the audit really free? What's the catch?

No catch. It's how we find out whether we can help. You keep the report either way, and if there's nothing worth fixing, we'll tell you. You can also start with the free Website & ChatGPT Visibility Audit.

How long does the report take?

It's a short one-page report, and Nicolas gives you a date for it on the call. There's no fixed turnaround, because it depends on what the audit needs to look at.

We already have a receptionist, an answering service or someone on it.

Good. The audit is still a useful check: it shows what happens to the calls and inquiries that slip past (lunch, after hours, two lines ringing at once, the busy weeks). If everything's covered, you'll have that in writing, and we'll tell you there's nothing to fix.

AI sounds robotic. My customers won't like it.

That's the right worry. Listen to the demo and judge for yourself. If Ava isn't good enough for your customers, we shouldn't build it. She can hand off to a person whenever you want.

Will customers know they're talking to AI?

You decide how Ava introduces herself, but we don't recommend pretending she's a person.

Does it work with my software?

We build inside the tools you already use. Tell us what you run (your agency management system (for example Applied Epic, HawkSoft or EZLynx), email and calendar) on the intro call, and we'll confirm exactly how we'd connect to it before you commit to anything.

Do I need a new phone number?

No. Ava and missed-call text-back run on your existing number.

How fast is the first system live?

Fast. We start with one system and build it inside your existing tools, and the timeline is agreed in writing before we start.

Is there a contract? What if I want out?

Builds are a fixed scope at a fixed price, usually a deposit up front and the balance on delivery. Ongoing support is optional, billed monthly, and can be canceled any month. Before work starts, you get a full refund. You own the setup, scripts, data and logins, so nothing is held hostage. See our refund policy.

Is my data safe?

Systems are built inside your own tools and accounts. Your data stays yours, it's never used to train anyone else's software, and a person stays in charge of anything touching money or customers. We'll map exactly what each piece touches on the intro call.

We tried automation before and it didn't work.

That's common, often because it was a big project that never shipped, or nobody owned it after launch. We start small: fixed scope up front, one system first, built in your tools, with a person in charge. Tell us what broke last time, and we'll tell you honestly whether we'd hit the same wall.

We're too small, or too busy, for this.

Could be, and we'll tell you if so. The audit sometimes finds nothing worth fixing. But small teams often lose the most per missed inquiry, because the owner is the one on the job. The call is 30 minutes, and you can book a slot a few weeks out.

Who will I talk to?

Nicolas Sposato, CEO of Executive Automation. He runs the intro call, reviews your audit himself and sends the report.

Do you have case studies?

Not yet. We're new, and we'd rather show you a live demo and a free AI audit than invent numbers.

Book the free AI audit

Find out how fast your quote requests really get answered.

Pick a time for the short intro call. After it, Nicolas reviews your answers and sends a short one-page AI audit report. He'll give you a date on the call. Free, useful even if we never work together, and if there's nothing to fix, we'll tell you.

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