Our Story
Built by Agents, for Agents—Because We’ve Lived It
This isn’t just another tech company—it was built by someone who’s walked in your shoes. This platform is small, simple, and cost-effective, and it will give you some of the sanity and time that we all have lost in some form or another.
Our founder started as a CSR in 2008 after serving in the medical field and the US Navy. And went on to build a scratch agency in Sheridan, Wyoming—navigating the daily grind of commercial insurance while raising a family. Through that journey, the real problems surfaced: slow submissions, repetitive data entry, lack of day-to-day, in-the-moment mentorship, and mounting E&O risks. The tools to fix them? They didn’t exist. Not for the budget at that time.
Fast forward almost 20 years: that’s how insurancegpts.com was born.
A subscription-based platform offering intelligent, role-specific GPTs designed to support every critical function in a commercial insurance agency—from quoting and submissions to renewals, claims, and commission tracking. These aren’t generic bots—they’re trained on the actual workflows, language, and logic agents use every day.
If you’ve ever thought, “There has to be a better way to run this agency,” — there is. You just found it.
And because we know firsthand how expensive it’s become to own, manage, and operate an agency, our pricing is intentionally low—designed to be accessible for every agency, even the solo operator. Smart tools shouldn’t break your budget. They should fuel your success.
"Behind every placement, every proposal, and every renewal is a messy, manual process full of rework, gaps, and lost time. We saw the opportunity to streamline those workflows — but not with off-the-shelf chatbots."
The Idea
Born from Real-World Insurance Experience
These GPTs weren't developed by tech specialists who've never written a policy. They're the product of thousands of hours spent in the trenches of daily insurance operations, informed by:
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Nearly two decades of industry experience
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The rigorous knowledge standards of the CIC designation
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Practical insights from building an agency from scratch
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Countless conversations with fellow agents about their daily challenges
Each tool addresses specific pain points I've personally experienced and have watched colleagues struggle with year after year.
Reducing E&O Exposure While Saving Time
As agents, we live with the constant awareness that a coverage oversight could lead to an E&O claim. I designed these tools not just to save time but to enhance thoroughness and accuracy. By systematizing the approach to renewals, submissions, and policy analysis, these GPTs help create consistent, comprehensive work product that reduces professional liability exposure.
What once took me hours now takes minutes, allowing me to focus on the relationship-building and strategic advising that truly drives agency success.
A Vision for a Better Industry
I believe in the vital role that independent insurance agents and brokers play in protecting businesses and individuals. Our industry thrives when insurance professionals can focus on advising clients rather than drowning in administrative tasks.
By creating these specialized tools, I'm working to:
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Level the playing field between independent agents and larger brokerages
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Elevate the quality of service that all insurance professionals can provide
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Reduce the barriers to entry for new talent entering our aging industry
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Enable experienced agents to scale their practice without sacrificing quality
Join the Movement
Every day, more insurance professionals are discovering how these specialized AI tools can transform their practice. From new producers seeking to establish credibility to veteran agents looking to scale their book, the feedback has been clear: these tools are changing how insurance gets done.
I invite you to join us in this journey to revolutionize our industry, one agency at a time. Your success is our success, and together we're building a more efficient, effective insurance community that better serves our clients and creates more sustainable careers for insurance professionals everywhere.
Ready to transform your insurance practice?
