Strategic planning session for insurance agency digital transformation
Pricing

Transparent Pricing.
No Surprises.

Every phase, every tier, every dollar, laid out clearly. Pick the engagement model that fits your budget, your timeline, and how hands-on you want to be.

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Questions about pricing? Call 970.800.1295

Which Phase Is Right For You?

Answer 3 quick questions and we'll recommend where to start.

How many people are in your agency?

What's your biggest challenge right now?

Have you used AI tools before?

Engagement Models

Three Ways to Work With Us

Self-Paced

Community

$29-49/month

Self-paced learning with peer support. Weekly workshops, prompt libraries, templates, and a community of agents figuring out AI together.

  • Weekly live workshops (recorded)
  • 100+ insurance AI prompts
  • Template library (emails, forms, SOPs)
  • Peer community forum
  • Monthly office hours Q&A
Join Community
Enterprise

Premium

$10K+ per phase

Done-for-you implementation with a dedicated team. AI agents, predictive analytics, multi-location, and exit planning. Phases 4-5.

  • Dedicated implementation team
  • Daily support (2-hour response)
  • AI agent deployment
  • Predictive analytics
  • Multi-location orchestration
  • Success guarantee
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Detailed Pricing

Phase-by-Phase Breakdown

Three tiers per phase so you can choose the level of support that fits your agency.

Phase 1: Foundation & Fire Prevention (4-8 weeks)

Starter Professional Most Popular Premium
Price $500 $1,250 $2,000
Self-assessment tool
10-step prompt guide
AI literacy training
Quote forms setup Templates 3 forms (done-with-you) 5 forms + conditional logic
Coaching calls Group office hours 2x private (60 min) 4x private (60 min)
Support response time 48 hours 24 hours 4 hours
Team training session -- -- (60 min live)
Phase 2 discount -- -- $250 off

Phase 2: Brand Voice & Systematic Thinking (6-10 weeks)

Starter Professional Most Popular Premium
Price $2,000 $3,500 $5,000
Brand voice guide 8-12 pages 10-15 pages 15+ pages (we collect data)
Processes documented 2 core SOPs 5 core SOPs 10 core SOPs
Email templates 25 50 75 (custom-designed)
Team prompt library 50 prompts 75 prompts 100+ prompts
Automation workflows -- 3 (Zapier/Make) 5-7 (advanced)
Coaching calls 4x bi-weekly 6x bi-weekly 8x weekly
Phase 3 discount -- $500 off $1,000 off

Phase 3: Workflow Automation & Intelligence (8-12 weeks)

Starter Professional Most Popular Premium
Price $5,000 $8,500 $12,000
AMS integration Basic (read-write) Advanced (two-way sync) Custom + middleware
Nurture sequences 2 sequences 5 sequences Custom (unlimited)
Document AI Basic classification OCR + data extraction Custom training
Content automation Templates Social + newsletter Full content system
Team dashboard -- (multi-location)
Coaching calls 8x weekly 12x weekly 12x weekly (90 min)
Phase 4 discount -- $1,500 off $2,000 off

Phase 4: Autonomous Operations (10-16 weeks)

Starter Professional Most Popular Premium
Price $10,000 $17,500 $25,000+
AI chatbot (24/7)
Email triage + auto-response
Predictive analytics Standard models Custom models Enterprise-grade
Voice AI --
Multi-location dashboard -- (unlimited)
Self-optimizing workflows (advanced) (custom)
Support response time 2 hours 1 hour On-demand
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Multi-Phase Bundles

Commit to the journey and save. Bundle discounts reward agencies who are serious about transformation.

Maximum Value

Autonomous Agency

Phases 1 + 2 + 3 + 4 (Professional/Starter)

$23,250 if purchased separately

$19,500

Save $3,750

The complete transformation. From overwhelmed to autonomous in 12-18 months. AI handles 90%+ of routine operations while you focus on growth.

Payment: $3,000 down, then quarterly payments over 12-18 months

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Terms

Payment Plans & Guarantees

Flexible Payment Options

  • Pay in full for 5-10% discount on Phases 3-5
  • 3-4 month payment plans with no interest (Phases 1-3)
  • Milestone-based billing for Phases 4-5, you pay as we deliver
  • ACH, credit card, wire transfer accepted (ACH preferred, no fee)

Our Guarantees

  • 30-day money-back on Phases 1-2. Complete deliverables, unsatisfied? Full refund.
  • Success guarantee on Phases 3-4. We define metrics upfront and keep working until we hit them.
  • Cancel anytime between milestones. No long-term contracts on Phases 1-2.
  • You own everything. All deliverables, workflows, and content belong to you.

Not Sure Which Phase Is Right?

Book a free 30-minute strategy call. We'll assess where your agency stands and recommend the right starting point, no pressure, no sales pitch.

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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