For Growing Companies • 3-50 Employees

Never Lose a Client Lead Again.

For finance & insurance brokers drowning in missed calls, slow quotes, and endless admin—our AI systems recover 10–20 lost leads/month and free 15+ hours/week so you can focus on revenue, not paperwork.

Are These Problems Costing You Deals Every Week?

If any of these sound familiar, you're leaving commissions on the table.

Leads slip away because you can't answer every call or WhatsApp fast enough

Clients ghost you while waiting days for quotes & approvals

You want to scale but can't justify another $80K+ hire

You spend hours chasing paperwork instead of closing deals

The 3 Pain Points Killing Your Commission

Every finance broker faces these challenges—here's how AI solves them in 30 days.

1

Missed Calls & Slow Responses

Problem: Every missed lead = lost commission

Solution: AI answers calls, WhatsApp, and emails instantly 24/7

10–20 extra client leads recovered per month

2

Slow Quotes & Approvals

Problem: Clients ghost while waiting for quotes

Solution: AI generates quotes & pre-approvals in minutes, not days

Close deals 2x faster, before competitors do

3

Admin Overload & Compliance Headaches

Problem: Brokers lose hours

Solution: AI automates data collection & follow-ups

Free 15+ hours/week for revenue-producing work

Meet Your AI Team

Start with the biggest gap costing you commissions—then add more AI staff as you scale.

Lead Response AI

Never miss a lead again

Recover 10–20 lost leads per month

Instantly answers calls, WhatsApps, and emails 24/7 so no lead ever slips through the cracks.

Broker AI

Generate quotes in minutes, not days

Close deals 2× faster

Turn client requests into quotes & pre-approvals in minutes, not days. Win deals before competitors even reply.

Compliance & Admin AI

Automate paperwork & compliance

Free 15+ hours/week

Automates data collection, follow-ups, and compliance reminders so you can focus on revenue.

Want a complete Digital Ops Team?

Here's what your AI team achieved in just 30 days

Real metrics from a growing company using AI Genesis to scale without more staff.

AI Genesis Dashboard showing 38.7 hours saved, 14 appointments booked, 47 quotes approved, and 182 total AI team hours worked
Why We're Different

Real AI Built for Brokers

5 ways AI Genesis keeps your brokerage fast, compliant, and client-focused.

Instant Client Responses

Never lose a lead to slow replies.

AI answers calls, WhatsApp, and emails in seconds—day or night.

<10s response

Real-Time Quote Generation

AI pulls client data instantly.

Quotes & pre-approvals ready in minutes, not days.

Minutes, not days

Built-In Compliance

Every client document validated before sending.

No costly compliance errors.

0 compliance errors

No Manual Admin Work

AI auto-sends DocuSigns, reminders & follow-ups.

No more copy-paste drudgery.

100% automated

Full Audit Trail for Regulators

Every interaction logged & traceable for PDPA, ISO, and compliance.

Regulator-ready
Simple Process

From 60-Hour Weeks to 20-Hour Freedom—In 6 Weeks

We identify your biggest time-wasters and replace them with AI—with live dashboards showing exactly how many hours and dollars you're saving each week.

45-Min ROI Workshop

Pinpoint where you lose time & money

1

Custom Build Plan

Your AI blueprint—no tech lift required

2

6-Week Build & Test

AI handles real work, dashboard tracks savings

3

Scale & Add More

Layer new AIs as you grow—no extra headcount

4

What Our Clients Say

Real results from finance brokers who transformed their business with AI Genesis.

"AI Genesis recovered 18 leads in our first month that would have been lost forever. That's $45K in extra commission we almost missed."
SC
Sarah Chen
Insurance Broker, Pacific Coast Insurance
"Our quote turnaround went from 3 days to 5 minutes. Clients are shocked at how fast we respond compared to competitors."
MR
Michael Rodriguez
Finance Broker, Rodriguez Financial
"I got 20 hours of my week back. Now I focus on closing deals instead of chasing paperwork. Best investment I've made."
JW
Jennifer Walsh
Senior Broker, Walsh & Associates

Ready to Reclaim Your Time and Scale Your Business?

Book your 45-minute ROI Workshop. We'll show you exactly how much time and payroll you can save in just 6 weeks—with zero risk and no technical expertise required.

Get live dashboards showing time saved, deals won, and headcount avoided—no guesswork.

Fill out the form and we'll send a tailored ROI analysis within 24 hours.

Book Your 45-Min ROI Workshop
Get a tailored walkthrough of our AI solutions and an instant ROI estimate for your business.

By submitting this form, you agree to our privacy policy and terms of service. Limited spots available each week—book now to secure your call.

Security & Integrations

Security & Compliance

🔒ISO 27001 (in progress)🛡AI Verify score 83%📄PDPA/GDPR readyLearn more

Technical Stack

CrewAIStreamlitLangChainAWS/AzureSAP Integration
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