Lee County insurance agencies operate in a market transformed by Hurricane Ian's impact in September 2022. The post-Ian environment has created unprecedented demand for insurance services: new policie
Sourcy Inc. implements AI systems inside Florida insurance agencies — not just software installations, but hands-on onsite training until your team actually uses the tools. We specialize in independent agencies, commercial lines, workers' comp, and PEO-adjacent carriers across South Florida, Tampa Bay, Orlando, and Jacksonville.
We start with a discovery call to map your current workflows — quoting, renewals, certificate processing, and client follow-up. Then we build and configure the AI tools (typically GoHighLevel + custom AI agents) to fit your existing AMS. Our team comes onsite to train your producers and CSRs, and we stay engaged for 30 days post-launch to ensure adoption.
Our most common implementations for insurance agencies include: AI phone answering agents that qualify inbound leads 24/7, automated certificate of insurance processing that eliminates manual data entry, AI-generated renewal reminders with personalized messaging, competitive quoting research automation, and AI social media content pipelines that post consistently without staff time.
Most AI vendors sell software and disappear. Sourcy is different — we are a Florida-based team that works onsite with your staff. We have implemented AI in insurance agencies from Miami to Jacksonville, and we understand the specific compliance, carrier, and client communication requirements of the Florida market. Our nearshore team in Colombia provides ongoing support at a fraction of the cost of US-based consultants.
Most implementations take 14 to 30 days from kickoff to live deployment. We work onsite with your team to configure tools, migrate data, and train staff. Complex multi-location agencies may take 45 to 60 days.
No. We build AI tools that integrate with your existing AMS (Applied Epic, Hawksoft, QQCatalyst, etc.) via API or automation layers. You keep your current system and add AI capabilities on top.
Our implementations typically range from $3,500 to $12,000 depending on scope, plus ongoing software costs. We offer a free discovery call to scope your specific needs before any commitment.
Yes. We implement AI systems that read inbound COI requests, pull the correct policy data, generate the certificate, and email it to the requester — all without human intervention for standard requests. This typically eliminates 80% of manual COI processing time.
Yes. Our implementations are designed to support compliance, not replace it. AI handles administrative tasks while licensed producers retain control of coverage decisions and client advice. We are familiar with Florida Department of Financial Services requirements.