Insurance agencies
- Voice agent that answers every call and books appointments
- ACORD form processing into the AMS
- Renewal follow-up automation
- Compliance documentation
Works with Applied Epic, EZLynx, HawkSoft
Industry-specific AI brains
One click to choose, one click to go.
By industry
By need
Sourcy builds and implements AI agents, industry platforms, business data and bilingual teams for small and mid-size businesses, from Pine Island to the rest of Florida.
Sourcy is a technology partner based in Southwest Florida. It delivers four services (AI implementation, growth, business data and bilingual talent) and three industry platforms (Nexus, Blueprint and Sitework), and works with your team from discovery to production.
Custom AI agents, workflow automation and voice agents, implemented with your team and connected to your CRM, AMS or ERP.
Managed outbound, AI search optimization (GEO) and content that bring in the next customers.
14M+ Florida B2B and B2C records from state licences, Sunbiz and FMCSA/DOT, ready for outreach.
Vetted Colombian professionals who work U.S. hours inside your team, with employer-of-record support.
Works with Applied Epic, EZLynx, HawkSoft
Works with Buildertrend, JobTread, Procore
Works with Bluebeam, Revit, AutoCAD, Newforma
Works with PrismHR, isolved, Paylocity
We map the workflow with the people who run it and agree what the first release must do.
We build the agents and workflows and connect them to your CRM, AMS, ERP or phone system.
We train every person who touches the new workflow and launch with a person accountable on our side.
We review real results, tune what is not working and add the next workflow when you are ready.
13921 Waterfront Dr, Bokeelia, FL 33922-3522 ·
One call to map the workflow; a written proposal with scope, milestones and price.