$30M+
premiums managed
You built a real commercial engine — placing tens of millions in premium, protecting sixteen hundred contractors, keeping ninety-eight of every hundred clients. The parts are excellent. What's missing is the wiring between them: one system your clients can reach, your team can trust, and you can finally see.
PREPARED FOR Juan Urzua, Founder & CEO · Estefania Moreno, Vice President
PREPARED BY Daniel Medina, No Brainer Media · July 2026 · Confidential
Around thirty people across Illinois and Mexico, in an office you built from the ground up. Eight agents running their own books on a shared service team. A roofing-school pipeline of roughly seventy students a cohort — a distribution channel your competitors don't have. And proprietary comp-intelligence prospecting that surfaces overpaying businesses before they've ever heard your name.
Figures published on connectinsurancegrp.com — your own numbers, not our estimate.
The machine works. The wiring between its parts is what's breaking.
A spam-flagged main line with no routing tree: a third caller can't get through while two people are already talking, and inbound texts surface hours late. "I have clients calling saying I can't call anyone in the office."
Variable structures across every carrier, tracked by two people, by hand. Misses happen; chargebacks arrive unannounced.
Hand-built spreadsheets against thirty-day compliance deadlines — and when clients go quiet, policies cancel and they lose jobs.
Deposits split across three to five carrier portals per client — a billing process you called "messed up" yourself.
Closed verbally, recorded nowhere — and the camera system that was the backup memory had stopped recording.
You told me you want one layer that touches everyone in the business — not another tool with another login. We will build it: your business, structured into an AI-readable knowledge base that outlives the three-year CRM cycle, so your systems, your team, and your clients finally draw from the same truth.
You met Leo on our call. Leo is what a knowledge base sounds like when it picks up the phone.
Every process, policy pattern, and client answer captured as named, described, searchable knowledge — not tribal memory.
The app, the site, the phones, and the campaigns answer from one source of truth — no more a dozen versions of the facts.
An AI receptionist on the Leo pattern — English and Spanish, mid-conversation — qualifying, scheduling, reporting back daily.
One main line, one clean tree. A single number that fans out to your whole team — each person on their own direct line — so the third and fourth caller still get through while two are already talking. No more dead ends.
Today a customer's text shows in RingCentral online right away — but your team doesn't see it in the app for up to three hours. We will find exactly where that gap opens and close it.
Your client-education campaign drafted for your approval, and a complete systems & subscriptions inventory taken with your team.
This is the low-hanging fruit — and it's where we start. We commit to what week one can diagnose: your number cleared and fanning out. The queue and text-sync fixes begin the same week; we confirm the root cause before we call them solved.
A custom website on Cloudflare, hand-coded on Astro — one conversion-architected front door for Facebook traffic, roofing-school cohorts, and referrals, plus a client-education hub for certificates, audits, and contact paths.
Your self-service insurance app: classification → company details → coverage → instant quote → e-signature, then routed to your licensed team to bind. Coded into the site itself.
A scoped client portal for certificate requests and audit-document uploads — no SSNs, no bank data, no open management system.
You have already lived the requirements for a self-service insurance platform — classification, quoting, e-sign, scoped access. You know the spec from the inside, so we skip the discovery guesswork and go straight to delivery.
Webhooks and APIs so your comp-intel engine, management system, carrier data, calls, and forms stop living in silos.
Every lead and client followed from first touch through the book — never only in someone's head or a spreadsheet again.
Intake, routing, follow-ups, reminders — the repetitive work runs itself, so your team works the exceptions.
This is the part no one sees and everyone feels: the connective tissue that turns more than a dozen tools into one system.
The difference between Google guessing and Google knowing. When a policy binds, that signal fires server-side — hashed and private — to every platform, so your budget chases quality, not clicks.
Analytics and conversion tracking wired so you finally see which marketing makes the phone ring.
A live view of your business — cost of acquisition, lifetime value, cash, commissions, retention — built the way we built one for United American Construction.
One AI-readable source of truth that answers for your team and picks up the phone. Educational and factual only — your licensed team gives the advice.
Six layers, one body — the shape of a business that runs on point without you in every seat.
Fix a fact once, and it's fixed everywhere. Today every system is an island; we build the bridges and the one knowledge base they all feed and draw from — so your app, site, phones, dashboard, and AI all read the same truth.
Seven months is the floor, not the finish. Your insurance app is coded into the site, so this is a real build with a runway — and Google re-indexing and data maturation keep compounding after. The machine gets smarter with every bound policy.
We work with your team, not around them — working sessions with your commissions lead, audit department, customer service, and front desk, on a weekly ship cadence with deliverables you can see and touch. No black-box months, no surprise invoices.
Cost of acquisition. Lifetime value. Cash in and out. Commissions — including the roughly half a million you can't see today. Retention, per book. All on one board, drawn from the same source of truth, updated the moment a policy binds.
We've built this before. Ask us for the live dashboard we built for United American Construction — a working example of what yours becomes.
The whole build — one team, one rate, shipped every week.
Everything in this guide: the phone fix, the website, the insurance app, the connective tissue, the intelligence layer, and your AI knowledge base — delivered on a cadence you can see.
The terms. A seven-month commitment — your insurance app is coded into the site, so this is a real build with a runway — then month-to-month, cancel anytime on fifteen days' notice. The project starts on your first payment. The same terms you already know from United American Construction.
THE ROAD BEYOND — the month-to-month is where we build what the foundation unlocks: commission reconciliation, payments aggregation, training modules on the Hormozi model, and an automated audit-comms workflow. Named now, built through the month-to-month.
The opposite. It's the layer that ends the logins — one place the truth lives, everything else reads from it.
The app exposes only what each client needs — no SSNs, no bank data, nothing your management system shouldn't hand out.
Never. It stays educational and factual. Your licensed team gives the advice and binds the coverage — always.
Yes. The systems are built to be yours — you keep them whether or not we keep working together.
Every week ships something you can see. After the seven-month build, it's month-to-month — fifteen days' notice, no lock, no games.
You told me you want out of the chair — watching the metrics, making the big calls, building something you can hand to your kids one day. That is what this builds toward: a business that runs on point without you in every seat. Week one, your clients reach you again. From there, every week ships something you can see.
Questions first? Reply to the message that brought you here — you'll reach me, not a bot.