For Insurance Agencies Doing $350K-$1M+

Your Agency Runs on Hustle.
It Should Run on Systems.

You didn't build your agency to spend 60% of your time on admin. AgentFlow implements AI and agentic processes into your existing systems, so you can stop firefighting and start growing.

Book a Free Strategy Call Take the Free Assessment

30 minutes. No sales pitch. Just clarity on where your agency stands.

Insurance professional at modern organized desk
Agency team collaborating
The Problem

Your Best People Are Buried in Busywork

Independent agencies lose thousands of hours and hundreds of thousands in revenue to inefficiency every year.

3-9x
Same client data re-entered across systems
15-20 hrs
Per week spent searching for information
$150K-$300K
Missed revenue from slow follow-ups and dropped leads

Sound familiar? You're not alone. 74% of agencies are actively investing in digital transformation right now.

Our Approach

A Proven 5-Phase Framework

You can't automate chaos. We start with organization, then build toward autonomous operations.

1
Foundation
Stop firefighting
4-8 weeks
2
Brand Voice
Sound like you, not a robot
6-10 weeks
3
Automation
Set it and forget it
8-12 weeks
4
Autonomous
Systems run themselves
10-16 weeks
5
Scale / Exit
10x or sell for premium
6-12 months
See the Full Framework
Results

What Agencies Are Achieving

10-15 hrs
Per week saved in the first 90 days
30-50%
Reduction in operational costs
0+ hrs
Per week saved at full implementation
See Case Studies
Who We Serve

Built for Independent Insurance Agencies

Whether you're a solo agent or running multiple locations, we have a path for you.

Insurance agency team working together

Agency Owners

4-15+ staff, ready to scale but buried in operations. Our consulting engagements transform your agency from the inside out.

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Solo insurance agent working productively

Solo Agents

Running everything yourself? Choose between guided consulting starting at $500 or our community at $29-49/month.

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Multi-location agency professionals in conference

Multi-Location

Standardize processes across offices without losing local identity. Centralized dashboards, consistent quality.

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Why AgentFlow

We Implement Into Your Systems. Not Replace Them.

Most AI tools ask you to rip and replace. We work with what you already have, whether that's HawkSoft, Applied Epic, AgencyBloc, or AMS360. Our job is to make your existing tools work harder.

  • ✓ Not another tool to learn. We integrate AI into workflows your team already uses.
  • ✓ Insurance-specific. Built by people who understand P&C, multi-carrier, and broker workflows.
  • ✓ Implementation, not just advice. We do the hard part so you don't have to.
  • ✓ Affordable for small agencies. Starting at $500 for Phase 1. Not enterprise pricing.
Consultant guiding agency owner through AI implementation
Modern insurance agency technology setup
"I was working 60 hours a week and couldn't take a vacation. After Phase 2, my team handles 80% of what used to land on my desk. I actually coached my kid's baseball team this spring."
Rob M.
Agency Owner, 8-person team
See How We Compare
Works with:
Free Tool

Not Sure Where to Start?

Take our free 10-minute self-assessment. Rate your agency across 6 operational areas and get a personalized recommendation for where to begin.

Take the Free Assessment

Ready to Stop Firefighting?

Book a free 30-minute strategy call. We'll review your current operations, identify your biggest time drains, and map out a plan to get your hours back.

Book a Free Strategy Call Or Take the Assessment First
Free 30-min call. No commitment required.

970.800.1295 · reu@localnerds.co · Windsor, CO

Ready to stop firefighting? Book a free strategy call.
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