● CompletedService business
Real-time AI voice receptionist
A streaming voice agent that answers, books, and routes calls around the clock, with SMS follow-up.
<300msvoice response
24/7calls answered
3systems live
AI automation for insurance agencies
We operate an insurance agency ourselves, so we know exactly where the week goes: chasing quotes, renewal calls, certificate requests, and paperwork that has to be right. We build the systems that take that work off the desk.
Where the hours go in a agency.
Six pieces of work we see in almost every agency, what the system takes over, and what you get back.
Quote follow-up
When a quote goes out and nothing comes back, the system follows up by text and email on a schedule you set, answers the common questions, and flags the ones that need a human.
What you get back: Quotes stop dying in the inbox. Your producers only touch the conversations that are ready to close.
Renewal outreach
Ninety, sixty, and thirty days out, every renewal gets a personal message with the right policy details pulled from your management system, and a booking link for a review call.
What you get back: Retention work happens every month whether or not anyone remembers. No renewal slips through unnoticed.
Certificate of insurance requests
A request arrives by email, the system reads it, pulls the policy, drafts the certificate, and queues it for a one-click approval.
What you get back: Same-day certificates without a CSR spending an hour a day on them.
New client onboarding
Intake answers flow into the applications, illustrations are drafted from your product documents with citations to check, and the client gets a clear "what happens next" email.
What you get back: Onboarding paperwork that took an afternoon takes twenty minutes of review. This is the system we run on our own book.
Missed calls and after-hours enquiries
A voice agent answers, captures what the caller needs, books the callback, and sends a summary to the right person.
What you get back: No lead reaches voicemail. Every call is logged and routed.
Review requests
After a bind or a claim handled well, the client gets a short thank-you and a review link, timed so it does not feel like a form letter.
What you get back: A steady flow of Google reviews without anyone having to ask in person.
What we would build first.
Three steps, in order. You can stop after the first one and keep the plan. How we work and what each step costs are on their own pages.
010203
AI Readiness Audit
Two weeks inside your agency. We time where the hours go, from quoting to servicing, and hand you an Opportunity Map: the work worth automating, ranked, with the dollar value attached.
AI Operating System
We build the top items off the map, connect them to your management system and carrier portals where possible, and switch them on. Usually follow-up and renewals first, because they touch revenue directly.
Ongoing Care
Monthly monitoring, fixes, and the next automation off the map, so the systems keep working when carriers change forms and staff change roles.
Proof
Systems already running, mapped to your agency.
● CompletedInsurance / finance
RAG onboarding automation
Retrieval over product docs drafts client illustrations and runs onboarding paperwork, with citations to verify.
~85%less manual prep
3systems live
Citedgrounded answers
● CompletedMarketing agency
Lead-gen + CRM orchestration
A pipeline that enriches leads, qualifies them with AI, routes to the CRM, and fires follow-up sequences.
4systems live
Instantlead response
Qualifiedleads only
Real-time AI voice receptionist
This is the after-hours line for your agency: every call answered, every callback booked.
RAG onboarding automation
This runs today on an insurance book we operate ourselves. Illustrations and onboarding paperwork drafted from product documents, with citations to check.
Lead-gen + CRM orchestration
This is your quote follow-up and renewal pipeline: enrich, qualify, route, follow up, all in the CRM you already use.
Questions we get from every agency.
Does this connect to my agency management system?
Usually yes. Most modern systems expose an API or at least an export. In the audit we confirm exactly what yours allows before we promise anything. Where there is no API, we work from the exports and the email flow instead.
Will an automated message hurt my relationship with clients?
Not if it sounds like you and knows their policy. The messages are drafted in your voice, use the real policy details, and hand off to a person the moment a client asks something that needs one. What hurts relationships is the renewal nobody called about.
How long before something is running?
The audit takes one to two weeks. The first build, typically quote follow-up or renewal outreach, is live two to four weeks after that. You see working software, not a roadmap.
What does it cost?
The audit is a fixed fee. Builds are priced from the Opportunity Map, so you know the value before you spend. Pricing for every tier is on the services page.
Pranav Desai
AI Systems ArchitectBook a consultAvailable this week
30-minute intro call
Pick a time that works and you'll get a Google Meet link by email. No charge, no commitment.
Book a 30-minute call →How I work
I start by listening, not pitching. No deck, no jargon. I find where your team is quietly losing hours, then build the smallest system that wins them back. I ship working software, not slideware, and I own it from the first call to production.
Mission & goal
Put AI to work on the busywork so people get back to the business. I build durable agents that earn their keep on day one and still run a year later, so teams are free to do the work only people can do.
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