Pulse Agent
The Monday-meeting report, already built. Unifies GA4, Search Console, Google and Meta ads — plus agency management system and CRM data where connected — into one dashboard: quotes, binds, retention, ROI.
Tier 1 · Human on the loop
For independent insurance agencies
Servicing keeps yourclients. It doesn’t win new ones.We do the other half.
ProElevate gives your agency a human-supervised AI workforce — AI agents run local search, campaigns, content, and renewal and quote follow-up every week; our experts review everything; you approve what ships. Without a new hire.
Where the week goes
- Certificates of insurance
- Endorsements and changes
- Renewal paperwork
- Claims questions
- Carrier back-and-forth
Keeps the clients you have.
What grows the book
- Show up in local search
- Stay in front of clients
- Round out monoline accounts
- Chase the quotes that went quiet
Wins new ones. Never gets started.
Not a talent problem. Everyone’s hands are already full.
01This month
The marketing work that actually gets done.
A real month. AI agents run it, our experts review it, you approve it. This is the list your team would write in January and still be carrying in June.
Marketing work on the list
- Line-of-business page updates
- Renewal-save outreach
- Dormant-quote sequence
- Google Business Profile posts
- Cross-sell briefs
- The client newsletter
- Local-search fixes
- AI-answer monitoring
- Campaign creative
Every item passes our expert’s review and your approval before it ships.
02If you have tried this before
You paid a retainer once and got nice reports.
Most agencies have already tried a marketing firm. The reporting was thorough, the invoices were regular, and the policy count barely moved. That is not usually dishonesty — it is an agency model where output is capped by whatever hours were left over, and where nobody on the account had ever worked in insurance.
This is built the other way round.
What a retainer bought
What this produces
A monthly report on activity
The actual campaigns, pages and follow-ups that went out
Output capped by the hours your account manager had left
AI agents working continuously, so volume does not depend on someone finding time
Generic small-business content with your logo on it
Copy written in lines of business, carriers, renewals and endorsements
You find out what shipped after it shipped
You see and approve every piece before it reaches a client
03What just changed
Business owners are asking ChatGPT who should handle their insurance.
When a business owner asks an AI assistant who should write their commercial coverage, most independent agencies simply do not show up. The answer names national carriers and comparison sites — and the prospect never learns that an agency three miles away already writes their industry.
This front is new, and it is still open. We make sure yours is the answer.
Most agencies today
“Who should handle insurance for my contracting business?”
- 1A national carrier with a big ad budget
- 2An online quote-comparison site
- 3Another national carrier
- 4A general small-business advice blog
Your agency is not mentioned.
With ProElevate
“Who should handle insurance for my contracting business?”
- 1Your agency — lines written, carriers, who you serve
- 2A national carrier with a big ad budget
- 3An online quote-comparison site
- 4Another national carrier
You are the answer, in your own lines of business.
04How the work flows
A full marketing team. Not a single new hire.
Every piece of work passes two human checkpoints before a client ever sees it. Ours, then yours.
- 01Our AI agents
The work gets produced
Local search, campaigns, content, client onboarding, renewal and quote follow-up — start to finish, continuously, in the vocabulary of your business rather than generic small-business filler.
- 02Our trained expert
A person reviews it first
A trained person on our team checks everything the AI agents produce before you ever see it, including advertising claims, licensing language and carrier brand usage. You review finished work, not drafts.
- 03Your agency
You approve, then it ships
Nothing goes out to a client or the public until you approve it. Given your E&O exposure, the final say and the record of every decision stay with your agency.
Nothing goes out to a client or the public until you approve it.
05The team you are hiring
Six AI agents. Each one a job you’d otherwise hire for.
Each AI agent runs continuously, supervised by a trained ProElevate expert. The tier on every card tells you exactly how much rope it has.
SEO & AI Visibility Agent
The name AI gives when a business owner asks who should handle their insurance. Local SEO, “insurance near me”, and AI-assistant citations across ChatGPT, Gemini and Grok.
Tier 1 · Human on the loop
Campaign Creation Agent
Line of business, audience and budget in; ready-to-run creative out, across search, social and email — staged in your approval queue, never sent without you.
Tier 2 · Human in the loop
Content Planning & Creation Agent
Line-of-business pages, renewal explainers, the client newsletter — insurance-specific copy in your voice, inside carrier brand rules.
Tier 2 · Human in the loop
Customer Onboarding Agent
Documents, introductions, the first cross-sell moment. Every new policyholder welcomed with the right sequence.
Tier 2 · Human in the loop
Account Management Agent
Lapsing renewals, monoline accounts, dormant quotes — the outreach that saves them, drafted and ready for sign-off.
Tier 2 · Human in the loop
What we build toward
10 hrs
Target hours given back per producer each week
20%
Target lift in cross-sell quotes
95%
Target client retention rate
These are the outcomes the AI agent stack is designed to move — targets, not results measured across a client base.
06Proof
We helped KOG Bonds become AI native, with a team of AI agents working across marketing and operations.
Not a pilot bolted onto one channel — AI agents running the work end to end, with their people steering and approving. That is the same shape of engagement we would build for your agency.
07Where the growth leaks out
Three places an agency quietly loses premium
The clients shopping for coverage cannot find you
“Insurance near me” surfaces everyone but you, because nobody has the hours to work local search or publish anything consistently.
Your book is full of money you cannot get to
Monoline accounts that should have been rounded out, and renewals that quietly lapse because no one got to the follow-up in time.
The back office never ends
Applications, servicing requests and commission statements from a dozen carriers in a dozen formats — and no certainty you have been paid what you are owed.
08Trust & control
AI agents do the labor.
Your agency stays in command.
Every AI agent runs inside a defined risk tier with a matching human checkpoint. The more exposure a piece of work carries, the tighter the leash — and the final one is always held by your agency.
01
Tier 1 · AutonomousHuman on the loop
Read-only, advisory AI agents — analytics, search audits, reporting. They watch, learn and recommend. Our experts monitor and your team can override at any time.
02
Tier 2 · Semi-autonomousHuman in the loop
AI agents draft and stage the work — campaigns, outreach, website changes, renewal follow-ups — but never publish. A human approves before anything goes live.
03
Tier 3 · RegulatedHuman in command
Anything carrying advertising, licensing or carrier-brand exposure is pre-screened, then signed off by whoever owns compliance at your agency. That decision is never automated.
No agent output reaches Google, Meta, LinkedIn, your website, or a client inbox without human approval.
Powered by your existing stack
Google Business ProfileGoogle AdsMetaLinkedInSearch ConsoleYour agency management systemYour CRM
09Questions
Frequently asked questions
ProElevate pairs a team of AI agents with human experts to run the marketing your team never gets to — local search and visibility, campaigns, content, client onboarding, renewal and quote follow-up. The agents do the labor continuously while our experts steer and review them; your team keeps every judgment call and approves anything that reaches a client or a public channel.
Want to see the actual work our agents produced last month?
Not a slide deck — the real campaigns, pages and follow-ups, with the review trail attached. Half an hour, no obligation.