What is the recurring AI partnership?
A monthly engagement for agencies that have finished training and want to keep building. It covers monthly hours and priority support, new Claude Projects built on demand, custom builds and integrations, and ongoing access to the Integrated AI Learning Hub and its use-case library. It starts at $2,500 a month.
Training gets a team to competent on the workflows we built together. What happens next is predictable and good: they start seeing candidates everywhere. The claims team wants their own project. Somebody asks whether the renewal comparison could pull from the AMS directly. A new hire starts and needs to get up to speed on all of it. The partnership exists so that momentum has somewhere to go without the agency having to build an internal AI function to catch it.
What is actually included each month?
A set number of hours you direct, priority support when something breaks or a carrier changes a format, new Claude Projects built as your team surfaces them, and continued access to the Hub. Custom builds and integrations are scoped inside the partnership when they fit the hours, or separately when they are larger.
- Hours you direct. You decide what they go to. Some months that is two new projects, some months it is refining the ones that get used most.
- New projects on demand. When a workflow surfaces, we build it the same way we built the originals: your templates, your worked examples, your guardrails.
- Priority support. Carriers change formats, staff turns over, and a project that worked in March can need attention in September. This is the tier where that gets handled quickly.
- Hub and library access. Your team keeps the platform, and new hires can train on what the agency already built.
Do we have to sign up for it?
No. There is no obligation beyond the training engagement, and everything your team built during training stays yours either way. Plenty of agencies take their use cases and run, and that is a fine outcome.
We say this on the first call and we mean it. The reason to take the partnership is that you have more work you want built and would rather not staff it. The reason not to is that your team has what it needs. Both are real answers. What we describe in training is the foundation is a ladder, not a funnel: you climb it only as far as it makes sense for the agency.
When does full transformation make sense instead?
When the work stops being about individual projects and starts being about systems: CRM and AMS integrations, governance across multiple offices, cohort or network rollouts. That is scoped separately, because the size varies too much to put a monthly number on it.
The honest sequence is training first, partnership when the appetite is there, transformation when the agency has proven it can run the simpler version. Agencies that skip to integrations before their people have habits tend to build something technically impressive that nobody uses. That is the failure mode we designed the ladder to avoid, and it is why every relationship starts with the training engagement.
How do we start?
If you have trained with us, talk to your engagement lead. If you have not, the partnership comes after training, so the first step is a free 30-minute discovery call.
On that call we walk your actual week and tell you which workflows would move first. If the answer is that you should train first and decide about ongoing support later, that is what we will tell you.