Accesa Advisory helps independent insurance brokerages build AI-powered workflows that nurture leads, follow up automatically, and free you to close — not chase.
Response time is everything in insurance. If you're not following up within minutes, someone else is. Manual outreach doesn't scale.
79% of leads go unnurturedEvery year, you spend weeks manually reaching out for renewals instead of prospecting. That cycle kills growth for brokers without automation.
20+ hrs/week lost to manual tasksMost independent brokers are on spreadsheets or underusing their AMS. No system means no visibility, no pipeline, and no leverage.
55% of firms cite siloed data as #1 blockerAI-powered carrier portals are pulling clients away. Your competitive edge is relationships and service — but only if you have the bandwidth to deliver.
Direct channels growing 18% YoYWe don't hand you software and wish you luck. We build, configure, and train your specific workflows — then hand you the keys.
Instant, personalized follow-up the moment a lead comes in — via email, SMS, or both. No more going cold while you're with another client.
Automated renewal campaigns that go out weeks before expiration. Personalized by policy type, client segment, and history — without you lifting a finger.
We audit and restructure your CRM (or set one up), build automated pipeline stages, and make sure nothing falls through the cracks again.
Clients complete an AI-powered intake form that pre-populates your quote workflow. Less back-and-forth, faster turnaround, better client experience.
A full library of AI-assisted email and text templates for every client touchpoint — claims follow-ups, check-ins, referral asks, policy changes, and more.
We teach you and your team how to actually use AI tools day-to-day — not just set it up and disappear. Practical, insurance-specific training.
"I was losing leads because I couldn't respond fast enough. Now my follow-up goes out in under 2 minutes and I didn't change a single thing about my day."
"Renewal season used to take over my life for 6 weeks. Last year it basically ran itself. I added 4 new clients during a period I used to just try to survive."
"I thought AI was for big agencies with tech teams. Accesa showed me it takes one afternoon to set up and it pays for itself in the first month."
Two project-based packages to get your brokerage built and running. For brokerages that want ongoing support, the Partner package includes a monthly retainer.
One focused automation to get you moving. Best for brokers testing the water.
Pays for itself with 1 recovered lead/month
The complete automation stack for brokerages ready to compete at a higher level.
Most brokerages recover cost within 45 days
Ongoing embedded support for growing brokerages that want a real AI partner, not a one-time vendor. 3-month minimum commitment.
3-month minimum. Built for brokerages with 3+ staff or $1M+ in premium
Book a free 30-minute workflow audit. We'll look at your current process and tell you exactly what to automate first — no sales pitch, no pressure.