Agency Nexus
Bring clients, policies, certificates, renewals and commissions into one connected agency. Give your people and AI agents the context to serve customers and grow your book.
AI implementation. Built around your business.
Sourcy turns AI strategy into working business systems. Our platform and onboarding team connect your data, build agents and automations, and train your people. Start with Agency Nexus for insurance, Blueprint for architecture and engineering, or a custom AI workflow.
- 01Contextapproved data and workflow state
- 02Agentsapproved repeatable actions
- 03Reviewexceptions and accountability
A foundation built for your industry.
Blueprint by Sourcy
Connect the business behind your design work. Bring clients, proposals, projects, permits and invoices together so your team and Blueprint AI can work from the same information.
Quick answer and definition
Sourcy AI provides AI platforms and onboarding services: workflow assessment, custom AI development, system integration, data preparation, testing and team training. We connect these pieces into an AI brain that uses your business records and processes to support day-to-day operations.
Who it is for
- Teams with a repeatable workflow, an accountable process owner, and access to the required systems
- Businesses prepared to review outputs and train staff on a new operating process
Who it is not for
- Teams looking for an unsupervised tool that replaces accountable business decisions
- Organizations that cannot provide workflow access, reviewers, or approved source data
What the scope can include
Workflow and context assessment
Document the target process, approved records, business rules, exceptions, owners, and success criteria.
Operating brain and agent build
Configure workflow state, permissions, approved actions, supported systems, and human review points before agents act.
Adoption and oversight
Train responsible users to supervise exceptions, review outcomes, and operate the approved workflow.
The businesses running on Sourcy.
In production with teams across Florida: an insurance agency, an engineering firm and an HR services business. Each runs its own mix of platforms, AI agents and search work.
An insurance agency working from Agency Nexus, Sourcy’s platform for insurance.
Sourcy connects the agency’s website and search program to the workflow behind them. Custom AI agents and automations take the approved steps after an inquiry, and a licensed or accountable person takes over where judgment is needed.
- Industry
- Insurance
- Platform
- Agency Nexus
- Sourcy’s work
- Custom AI agents and automation, AI implementation, SEO and web development
An engineering firm working from Blueprint, Sourcy’s platform for A&E.
Blueprint connects project records, proposals, documents, billing and permissions, so the team and authorized AI agents work from the same context. The website, search program and operating software are delivered as one plan.
- Industry
- Architecture and engineering
- Platform
- Blueprint
- Sourcy’s work
- Custom AI agents and automation, AI implementation, SEO and web development
An HR services business whose search program feeds a lead workflow with clear owners.
Sourcy builds the SEO and the website, then connects each inquiry to a defined follow-up: what is collected, where the record goes and who responds next. Automations handle the repeatable steps KeyHR approves. Exceptions and client-facing calls stay with its team.
- Industry
- HR services
- Platform
- Sourcy Growth
- Sourcy’s work
- SEO and web development, lead-generation workflows, custom AI agents and automation
Also working with Sourcy: Designda, Land Engineering and AES.
AI built around your operation
Sourcy uses AI to accelerate the design, build, and optimization of the systems it implements, then refines the scope with the client team.
AI Operating Brains
Shared operational context—approved data, workflow state, rules, permissions, and review paths—that grounds approved agent actions.
Custom AI Agents
Purpose-built agents for intake, qualification, follow-up, approved data entry, document handling, and customer support.
Voice and Chat AI
Answer calls and chats, qualify leads, book appointments, and support approved customer-service flows around the clock.
Workflow Automation
Map time-consuming processes and connect approved systems, data, exceptions, and human review points.
Custom Software
Build platforms, web apps, dashboards, and internal tools with AI embedded in the operating workflow.
Document Intelligence
Read and extract information from forms, redlines, permits, RFIs, contracts, and other business documents at scale.
Three types of agents
What does an AI implementation company deliver?
The deliverable is a working process your team can use: connected data, configured software, tested AI actions and clear ownership. Sourcy scopes the first release around a measurable business task, then supports rollout and improvement. Consulting, platform subscriptions and custom development are defined separately so the proposal is clear.
What is an AI operating brain?
An AI operating brain is the approved operational context an agent needs to work reliably: business records, workflow state, rules, permissions, approved actions, exception paths, and human review. Sourcy implements that context into a selected workflow so agents can complete approved repeatable work without treating a disconnected prompt or manual re-entry as the system of record.
How Sourcy implements AI into business operations
Sourcy begins by mapping the operating workflow, its owner, the source records an agent may use, the business rules that apply, and the outcomes that require human review. The resulting implementation connects the operating brain to approved agent actions, testing, exception handling, documentation, and team adoption. The work is scoped around the client’s systems, data readiness, access, and control requirements rather than a universal deployment promise.
The purpose is not to replace every human-facing screen. People remain responsible for oversight, exceptions, approvals, professional judgment, and accountable decisions. The operating brain reduces avoidable manual entry and gives agents the context to prepare, route, update, and follow up on the repeatable work they are approved to perform.
Which industries are Sourcy’s primary platform focus?
Sourcy’s primary platform focus is insurance agencies, architecture and engineering firms, and construction companies. Agency Nexus (an AMS) provides agency workflow context; Blueprint (an ERP for A&E firms) provides project and document context; and Sitework provides field-to-office construction context. Legal, accounting, small-business, PEO/HR, and other operational teams can use the same custom AI implementation method when a defined workflow, approved data, and accountable review are available.
What stays under human review?
Sourcy does not position AI as a substitute for professional, legal, safety, coverage, pricing, payroll, regulatory, or other accountable decisions. The implementation defines the review, escalation, and exception paths around those decisions before agents are allowed to act on repeatable workflow steps.
Meet one of the agents your AI brain can put to work.
Voice is one part of an AI-powered operation. Meet Nova, the AI agent we use at Sourcy, and try a live conversation in English or Spanish right in your browser.
Ready when you are
Uses your microphone. Calls may be recorded for quality. Nova speaks English and Spanish.
Novacall · 9:42 pmSample
Tap the orb and start talking
NovaThanks for calling. The office is closed, but I can help. What do you need?
CallerI need a certificate of insurance for a job tomorrow morning.
NovaI found your general liability policy. I'll send the request to your agent now, marked for 8 am.
Logged to the CRMCertificate request · task created for 8:00 am
DoneStart small, grow when it works
- AI Essentials$300/month
- Managed AI$499/month
- Growth Engine$1,999/month
- Growth Systems$5,000/month
- Intel Platform$7,499/month
AI platforms and implementation questions
- What is the difference between AI platforms and AI implementation?
- An AI platform rollout identifies the business problem, assesses systems and data, and defines a practical plan. AI implementation builds and connects the solution, tests it and trains the team. Sourcy provides both so the strategy can become a working system.
- Should I buy Agency Nexus or Blueprint, or hire Sourcy for a custom implementation?
- Choose Agency Nexus for insurance agency management or Blueprint for architecture and engineering project operations. Add Sourcy implementation services for migration, configuration, integrations, custom agents or team training beyond your platform subscription.
- What is Sourcy AI?
- Sourcy AI implements an AI operating brain for a defined business workflow: approved data, workflow state, business rules, permissions, agent actions, exception paths, and human review. This gives agents the operational context required to complete approved repeatable work.
- Which workflows can Sourcy AI support?
- Potential workflows include intake, lead qualification, follow-up, document processing, approved data entry, internal routing, reporting, voice, chat, and customer communication. Sourcy’s primary platform focus is insurance, architecture and engineering, and construction; legal, accounting, small-business, PEO/HR, and other workflows are scoped as custom implementations.
- Does Sourcy AI remove human review?
- No. Accountable decisions, approvals, and exceptions remain with the people designated by the business.
- How long does implementation take?
- Timing depends on the workflow, approved source systems, access, data readiness, testing, and required approvals. Sourcy scopes the implementation sequence before work begins rather than promising a universal timeline.
- What does an implementation include?
- An implementation can include workflow discovery, operating-brain design, approved connections, agent configuration, testing, review controls, documentation, staff training, and post-launch optimization.
- How much does Sourcy AI cost?
- Sourcy AI starts at $300/month for a tightly scoped, low-support configuration. Managed delivery is scoped separately; current managed plans are $499/month, $1,999/month, $5,000/month, and $7,499/month depending on scope. Enterprise work is custom quoted.
Start with one workflow.
We map it with your team, build the operating brain around it and stay with you until it runs in production.