Quote follow-up
Quotes that sit. Second touches that never go out. The prospect who bound with someone who called back.
Alaska insurance agencies
Quote to bind. Follow-up to renewal. Frontier-level AI pointed at the desk — not a chatbot bolted onto a carrier site. We are local. We build.
The desk we know
Richard Garrick came up in the insurance agency world and builds with software. Ember & Oak is in the Mat-Su Valley. Independent agencies in Anchorage, Wasilla, Palmer, Fairbanks, and the Kenai should not have to import a consultant who has never sat a book of business.
Where the pipeline stalls
Quotes that sit. Second touches that never go out. The prospect who bound with someone who called back.
ACORD notes, missing info, the same email rewritten by a CSR who should be on the phone.
COIs, change requests, and “can you send that again” eating the morning before sales starts.
The list is in the AMS. The work is in someone’s head. AI should draft the first pass, not replace the agent.
What we build
You name the agency and the loop that costs the most. Unanswered quotes, renewal stacking, service email. We pick one.
Agents, automations, and internal tools on that workflow. Frontier-level AI, pointed at follow-up, notes, and the work that repeats.
Producers and CSRs have to run it when we are not in the office. Training is part of the build.
We do not rip out Applied Epic, HawkSoft, or whatever you already pay for. We put AI on the work around it.
Common questions
Yes. Mat-Su based. We work with agencies and independent agents across Alaska.
Lead to quote to bind to service to renewal. The stall is usually follow-up, not the carrier site.
No. We build around the system you run. The AMS stays. The loops get faster.
A short talk. Name the book and the expensive loop. We sketch a practical build. No price list until we know the work.
Alaska insurance agencies. Frontier-level AI. We are local. We build.