Services

We're advisors. We find where GenAI/agentic AI will pay off, de‑risk it, and guide the first steps. If building wins on ROI and risk, we can do that too.

1

AI Diagnostic & Roadmap

Fixed fee

Outcome

Ranked opportunities, pilot designs with KPIs, build‑vs‑buy options, governance checklist, 90‑day plan.

Cadence

~2 weeks, remote.

Best for

10–100 person agencies/MGAs starting their AI journey.

2

Pilot Design & Coaching

Advisory‑led

Outcome

A small, safe pilot your team can run (or with a vendor). Clear metrics, human‑in‑the‑loop checkpoints, audit trail.

Cadence

3–5 weeks.

3

Agentic Automation Sprint

Optional build

Outcome

A production‑ready, lightweight agent workflow (e.g., COI drafting, email triage, doc extraction).

Notes

We only build when it clearly beats buying or configuring.

4

AI Value Office

Retainer

Outcome

Ongoing prioritization, vendor selection, governance, training, and quarterly value reviews.

Cadence

Monthly.

5

Training & Enablement

Outcome

Short, practical sessions for your team—prompts, policy, QA, and change management.

Engagement ethos

No hype

Realistic assessments and honest recommendations

No lock‑in

Flexible engagements that adapt to your needs

Value‑tied

Every recommendation tied to business value and risk

Ready to get started?

Most engagements start with our AI Diagnostic & Roadmap to identify quick wins and design safe pilots.