For independent agencies · Fall 2026
Integrated AI is a Founding Claude Partner that sets up Claude for independent property and casualty insurance agencies and employee benefits brokerages inside the agency's own accounts. We build the workflows in the agency's own AI environment. The engagement is the Foundation, which takes four weeks, and then the Integrated AI Partner retainer, which works like the agency's own AI department.
The two days on site are hands-on working sessions where the team builds and runs workflows on its own accounts and systems. Integrated AI is an implementation partner, not a training provider or a course.
A Claude rollout follows the Foundation as it is already described. The agency gets discovery and a data and exposure audit, a platform recommendation, approved tools, PHI-safe configurations, and an acceptable-use policy, 5 to 10 workflows built in the agency's own AI environment, two days on site, and a shared prompt and skill library the agency owns. The detail of each step is on the Foundation and the Integrated AI Partner retainer.
The Foundation is $12,000 for the first 10 seats, plus $500 per additional seat. The Integrated AI Partner retainer is $1,500, $2,000, or $2,500 a month by team size: $1,500 up to 10 people, $2,000 for 11 to 25, and $2,500 for 26 and up. The first 60 days of the retainer are included in the Foundation. Pricing is valid for engagements signed through December 31, 2026.
When the platform is Claude, the Foundation is the rollout. It is four weeks, in the agency's own accounts. Week 1 is discovery and a data and exposure audit. Week 2 is the platform recommendation, approved tools, PHI-safe configurations, an acceptable-use policy, and the shared library. Week 3 is two days on site with the whole team. In week 4 the agency is live, the first briefing is done, and the first 60 days of the Integrated AI Partner retainer are included.
The agency leaves owning the approved tools, the policy, the library, and the workflows in its own accounts. The method for choosing which workflows go first is in how to pick the first workflows.
The agency chooses the 5 to 10 workflows from the work it actually does. The examples below are workflows the site already names. When Claude is the platform, the chosen workflows are built on the agency's own files.
Benefits workflows named on the site include renewal proposal comparison, carrier quote comparison, census cleanup, RFP intake, open enrollment communications, and carrier correspondence. Published before-and-after times for that benefits work are in the five use cases every agency builds in week one. The benefits year is on AI enablement for benefits agencies.
Certificate of insurance requests are named on the P&C page, and the connector's workflow library includes COI review. The Learning Hub names six P&C workflows and marks each one new, with no published times. The list is on AI enablement for P&C insurance agencies.
Two published benefits engagements ran on Claude. AFC-AIS left a two-day onsite with 11 production Claude Projects. LaSalle Benefits put 10 renewal-season workflows on Claude in about six weeks. Both are benefits engagements, and we do not publish a property and casualty hours figure.
The work is built in the agency's own AI environment, in accounts the agency controls. The rules come before the workflows. The Foundation audits every tool and account in use and where data has gone, then installs approved tools, PHI-safe configurations, and an acceptable-use policy. A person reviews every output before it reaches a client. Nothing an agency provides is used to train external or shared models. The agency owns the workflows, the policy, and the library.
Benefits files can include protected health information, and property and casualty files carry personal information in applications, loss runs, and certificates. The written rules are the same kind of control described in client data, HIPAA and PII and in what belongs in an agency's AI governance policy. A copyable starting point is the free AI governance policy template. The agency can edit it and have counsel review it before adopting it.
The Integrated AI connector is a free public MCP connector. There is no sign-in. It is a remote MCP server, and any client that speaks Streamable HTTP can call it, including Claude. The URL is https://www.integrated-ai.com/mcp. There is no account, no API key, and nothing you submit is stored.
The tools draft a governance policy from the published template, check a task against the green, yellow, and red data rules, suggest 5 to 10 starting workflows, search the workflow library, and return public facts and prices. The built-in library it searches includes renewal comparison, census cleanup, quote comparison, and COI review, among others. Setup for Claude, including where to paste the URL, is on the Integrated AI connector for Claude.
The platform recommendation is made in discovery. The teams we work with are spread across Claude, Copilot and Hatz AI, and the Foundation recommends one platform to consolidate on, whether that is Claude, Copilot or Hatz AI. Week 1 inventories the workflows and every tool and account already in use. Week 2 names the platform. We are a Founding Claude Partner, and we still build in the agency's own environment when the recommendation is Copilot or Hatz AI, so the workflows stay in accounts the agency controls.
That recommendation, and the written rules that follow it, are part of the Foundation. A 30-minute call is the place to start if you want the audit dates, or a clear reason not to proceed. Book the 30-minute call.
The price is the Foundation price. The Foundation is $12,000 for the first 10 seats, plus $500 per additional seat, and it includes the first 60 days of the Integrated AI Partner retainer. After that the retainer is $1,500 a month for up to 10 people, $2,000 a month for 11 to 25 people, and $2,500 a month for 26 and up. It is month to month with 30 days' notice, and there is no annual contract. Pricing is valid for engagements signed through December 31, 2026.
The first 10 seats are included, and each additional seat is $500.
| Team size | Monthly |
|---|---|
| Up to 10 people | $1,500 |
| 11 to 25 people | $2,000 |
| 26 and up | $2,500 |
An 18-person agency is $16,000 for the Foundation, because the first 10 seats are included and each of the other 8 seats is $500, and then $2,000 a month from month three. You see two briefings before the first retainer invoice. After that it is month to month with 30 days' notice.
The agency buys its AI tool subscriptions directly and owns them. What sits inside the fee is in what AI enablement costs an insurance agency. Each step also has its own page: the Foundation and the Integrated AI Partner retainer.
Integrated AI is a Founding Claude Partner that sets up Claude for independent property and casualty insurance agencies and employee benefits brokerages inside the agency's own accounts. The engagement is the Foundation, four weeks of implementation in the agency's own AI environment, followed by the Integrated AI Partner retainer, which works like the agency's own AI department.
The Foundation is $12,000 for the first 10 seats, plus $500 per additional seat, and it includes the first 60 days of the Integrated AI Partner retainer. After that the retainer is $1,500 a month for up to 10 people, $2,000 a month for 11 to 25 people, and $2,500 a month for 26 and up. It is month to month with 30 days' notice, and there is no annual contract. Pricing is valid for engagements signed through December 31, 2026.
The Foundation builds in the agency's own AI environment, in accounts the agency controls. It audits every tool and account in use and where data has gone, then installs approved tools, PHI-safe configurations, and an acceptable-use policy. A person reviews every output before it reaches a client. Nothing an agency provides is used to train external or shared models. The agency owns the workflows, the policy, and the library.
The two days on site are hands-on working sessions where the team builds and runs workflows on its own accounts and systems. Integrated AI is an implementation partner, not a training provider or a course. The Foundation builds the agency's first 5 to 10 workflows in the agency's own AI environment.
No. The platform recommendation is made in discovery. The teams we work with are spread across Claude, Copilot and Hatz AI, and the Foundation recommends one platform to consolidate on, whether that is Claude, Copilot or Hatz AI. We are a Founding Claude Partner, and we build in the agency's own environment, in accounts the agency controls.
Book a 30-minute call with Brad. Bring your team size and the workflows that eat the week. Leave with audit dates, or a clear reason not to proceed.