Insurance agency
Proposal builder
15 minutes to build a proposal. It used to take 30.
A custom tool that builds client proposals for the agency's team.
30 minBefore
15 minNow
AI consulting results
Real tools in real businesses.
These are builds beaconAI shipped, and what clients say about them. When a number is here, it came from the work.
Real estate investor
AI calling agent
New leads get a call fast. The follow-up schedule runs on its own.
- Leadcomes in
- Callwithin minutes if no one else has
- Detailsgathers what it needs about the property
- Appointmentbooked on the calendar
- Noteswhat was said on the call, written down
- Follow-upsrun on schedule
Dangerous goods training company
Branded guide builder
The same checked data gives the same branded slide, every time.
The team made shipping reference guides by copying old PowerPoint decks and reformatting them by hand. Across a large library, no two looked quite alike.
Now they enter a UN number. The tool fills the guide from a licensed dangerous goods database covering air, sea and ground rules. A person checks every field, then it builds a finished PowerPoint in the company's own layout: seven guide formats, one approved set of hazard labels.
AI doesn't write the guide or decide the rules. The layout is fixed code, so nothing drifts from one guide to the next. A new guide is now built from a form, with no copy and paste.
- Look upa UN number
- Checkevery field
- Downloadthe branded deck
Also delivered
- Home services contractor A rebuilt website with city pages for local search.
- Franchise consultancy Three working sessions that ended with a tool the team uses.
- Training company A 10-hour start that grew into an ongoing AI partnership.
What clients say
Dale, we had a lot of fun beta testing this with you. I use it every day and it really helps me stand out from the competition. I highly recommend to any producer that is looking to save time and put something out there that is aesthetically pleasing and professional. Congrats on the launch!
See the tool: mortgageproposal.app
Dale built a custom AI quoting tool tailored to my workflow. It cut my proposal time from 30 minutes to 15 and saves me 1-2 hours every day. Now every proposal looks consistent, professional, and on-brand.
See the tool: quickaiproposal.app
Dale took my self-modified-butchered site and made it into a professional site that is now driving leads. I got one website lead for the prior 12 months. I got three leads yesterday from my site. This was exactly the functional shift I was hoping for with this site update.
People can also now call/email/text from the site to my phone. It took some tweaking along the way to get the function to be helpful to me. Dale was super responsive and on top of all my requests for function tweaks.
I'm really happy with the result.
Visit the site: martensradon.comRun a trades shop? See what we set up for trades.
One client, start to finish
An insurance agency and its proposal tool.
The problem
Every client proposal was built by hand. Each one took about 30 minutes, and with many quotes a day, the hours added up.
What we built
A custom AI quoting tool shaped around how the agent already works. Client details go in, and a finished, on-brand proposal comes out.
What changed
A proposal now takes 15 minutes. The agent saves 1 to 2 hours every day, and every proposal looks consistent and professional.
See it in your line of work
Lead follow-up, borrower updates and the paperwork chase.
MortgageFaster proposals, quotes and renewals.
InsuranceTools for franchisors and the owners who run each location.
FranchisingOne process that works the same at every location.
Multi-location
Start with one problem. We'll take it from there.
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