Make AI useful to your brokerage.
Independent AI advice, practical deployment and team adoption. Start with the work you want to improve, then choose the right tools.
Find the work worth changing.
We map how your team handles enquiries, prepares content and moves information between systems. Together we identify repetitive work, the information involved and the points where human judgement matters.
You receive a prioritised use-case shortlist, an outline of the data and integrations required, and a recommendation for a manageable first pilot. We agree a baseline and a measure of success before building.
Deploy one useful pilot.
Start with a bounded workflow: drafting an enquiry summary, finding an approved internal answer, preparing a content brief or routing a website question to the right person. Test it with representative examples and agree who reviews the output.
AI reception is available in the separate Growth Engine package. Website assistants, custom AI workflows and advisory work require their own scope; model, calling and messaging usage are additional.
Give the team a way to use it.
Training uses the workflow your team will actually run. We cover good inputs, checking outputs, handling uncertainty and escalating exceptions. Each workflow has an owner and a simple operating guide.
AI supports your staff. Lending decisions, regulated advice and approval of client-facing claims remain with the appropriate people.
Choose the right engagement.
Begin with an advisory engagement, move into a separately scoped deployment, and add team training or ongoing review where needed. We quote against agreed deliverables rather than promising an unlimited AI retainer.
Tool subscriptions, model usage and custom integrations are identified separately. Existing website and growth packages remain available alongside AI Advisory.
