Step 2 · Integrated AI Partner
Monthly briefings, quarterly refreshers, on-call support, and new workflows as your needs grow. Priced by team size, month to month, first 60 days included.
| Up to 10 people | $1,500 |
| 11 to 25 people | $2,000 |
| 26 and up | $2,500 |
The first 60 days are included in the Foundation. Then month to month with 30 days' notice. No annual contract.
Agencies keep telling us the same thing. The training and the custom builds are valuable, but what they really need is someone to own their AI strategy on an ongoing basis: someone who keeps up with what is changing, figures out what it means for the business, and keeps the tools and the team current, without having to hire someone to do it. That is what the retainer is. After the Foundation, we keep your platform, your policy and your library current, refresh the team every quarter, take the support calls, and add workflows as your needs grow. The first 60 days are included.
New models, new features and new ways of working show up every few weeks, and that is especially true for a team working across Claude, Copilot and Hatz AI. Training delivered this fall can be out of date by spring, and the person who learned it on their own is the one you can least spare to relearn it. The retainer exists so that keeping up is somebody's job, and that somebody is not one of your account managers.
A briefing with ownership on what changed and what we already updated for you, a quarterly refresher for the whole team, on-call support when someone is stuck, and new workflows as your needs grow. When the models change, we change the library, and you find out in the briefing rather than by discovering something stopped working.
What changed, what it means for your agency, what we already updated for you. Not a newsletter: the update is done before you hear about it.
New hires onboarded, everyone else sharper.
Someone is stuck, they call us, not you.
The Foundation builds the first 5 to 10. The next ones come as the agency asks for them.
You find out in the briefing, not by discovering something stopped working. Every workflow lives in the Integrated AI Learning Hub, so the library is the agency's, not one person's chat history, and a new hire can pick up what the team already built.
$1,500 a month for up to 10 people, $2,000 for 11 to 25, and $2,500 for 26 and up. The first 60 days are included in the Foundation, so you see two briefings before the first invoice. After that it is month to month with 30 days' notice. Pricing is valid for engagements signed through December 31, 2026.
The full picture of what the two steps cost together, with a worked example, is in what AI training for an insurance agency costs.
Two briefings before the first retainer invoice. After that, month to month with 30 days' notice. No annual contract, nothing to unwind.
| Up to 10 people | $1,500 a month |
| 11 to 25 people | $2,000 a month |
| 26 and up | $2,500 a month |
No. After the included 60 days it is month to month with 30 days' notice, and everything built during the Foundation stays yours either way: the approved tools, the policy, the library, and the workflows in your own accounts.
We say this on the first call and we mean it. The reason to keep the retainer is that the models, the carriers and your AMS will keep changing and you would rather not staff someone to track 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 the work stops being about individual workflows 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 the Foundation first, the retainer while the models keep moving, 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 the sequence is designed to avoid, and it is why every relationship starts with the Foundation.
The retainer keeps the agency current at a fixed monthly rate. Transformation is scoped separately and covers systems work like CRM and AMS integrations, governance across multiple offices, and cohort or network rollouts.
The retainer starts inside the Foundation, so the first step is the same 30-minute call. If you have already done the Foundation with us, talk to your engagement lead. On that call we walk your actual week and tell you which workflows would move first. Bring your client count and your team size, and you will leave with the audit dates on the calendar, or a clear reason not to.
Book a 30-minute call with Brad. Bring your client count and your team size. 60 days of the retainer before the first invoice, and 30 days to walk away after that.