I'm an experienced developer bringing AI and automations to local businesses.
May 10, 2026
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3 min read
Run a quick AI scan and get the top 3 client outreach items — no digging through 10 PDFs.
May 3, 2026
Turn a new policy into a tracked X-date in under five minutes — no extra AMS screens.
Apr 26, 2026
Automate quote reconciliation, avoid math errors, and show clients the cheapest valid option—fast.
Apr 19, 2026
5 min read
Exactly what AI can do for licensed agents — and what you must never let it do.
Apr 12, 2026
6 min read
How to get real feedback on every sales call without sitting beside your rep.
Apr 5, 2026
Build a compliant, multi‐channel 12‐month client nurture in one afternoon—step‐by‐step.
Mar 29, 2026
Export your AMS list, run a 10‐minute score, and pick the 50 people you should call first.
Mar 22, 2026
Templates, AMS hooks, and the exact five-step workflow that keeps you E&O-safe.
Mar 15, 2026
How to wire AI into your AMS so cross-sells show up without manual digging.
Mar 8, 2026
Auto-transcribe calls and push structured notes into Applied, EZLynx, or HawkSoft.
Mar 1, 2026
How to stop X-dates from slipping through with an AI-backed reminder stack.
Feb 22, 2026
How to wire AgencyZoom AI + Zapier to catch X-dates before they go cold.
Feb 19, 2026
Draft, personalize, and log client emails without typing each word.
