# Integrated AI > Someone to own an insurance agency's AI and keep it current. The > Foundation (four weeks: use case discovery, a platform consolidation > recommendation, data rules, 5 to 10 workflows built in the agency's own AI > environment, two days on site) and then the Integrated AI Partner retainer, > which works like the agency's own AI department. Starting at $12,000; the > retainer from $1,500 a month, with the first 60 days included. Integrated AI (www.integrated-ai.com) is a Founding Claude Partner based in North Charleston, South Carolina. We get insurance teams using AI safely on their own work, and keep them current as the models change: carrier quote comparisons, renewal analysis, benefit booklets, RFP intake, census cleanup, carrier correspondence, and open enrollment communications. Every Foundation client leaves with approved tools, PHI-safe configurations, an acceptable-use policy, working workflows in their own accounts, and a shared prompt and skill library the agency owns. ## What we offer - AI consulting for insurance agencies. How Integrated AI works as a consulting and implementation partner for independent P&C agencies and benefits brokerages: the four-week Foundation (discovery and a data and exposure audit, one platform recommendation, approved tools and an acceptable-use policy, 5 to 10 workflows in the agency's own AI environment, two days on site, a shared prompt and skill library the agency owns, and the first 60 days of the Partner retainer), then the Integrated AI Partner retainer: https://www.integrated-ai.com/ai-consulting-for-insurance-agencies.html - The Foundation (Step 1): starting at $12,000 for the first 10 seats, $500 per additional seat, four weeks. Week 1 use case discovery and a data and exposure audit. Week 2 a recommendation on one platform to consolidate on (teams are spread across Claude, Copilot and Hatz AI), approved tools and the acceptable-use policy set up, and the library built. Week 3 two days on site with the whole team on live accounts. Week 4 live, first briefing done. Your first 5 to 10 workflows are built in your own AI environment. The first 60 days of the Integrated AI Partner retainer are included. Pricing valid for engagements signed through December 31, 2026. https://www.integrated-ai.com/the-foundation.html - Integrated AI Partner (Step 2), works like the agency's own AI department: $1,500 a month for up to 10 people, $2,000 for 11 to 25, $2,500 for 26 and up. Monthly briefing with ownership (what changed, what it means, what we already updated), quarterly team refresher, on-call support, new workflows as needs grow, library updated when the models change. Month to month with 30 days' notice after the included 60 days. No annual contract. https://www.integrated-ai.com/ai-partnership-for-insurance-agencies.html - For benefits agencies (the Fall 2026 offer: three kinds of agencies, why this quarter, the four weeks, the plan, run it on your own numbers): https://www.integrated-ai.com/ai-for-benefits-agencies.html - For P&C insurance agencies. The Learning Hub names six workflows and marks each one new, with no published times: submission and ACORD intake summaries, commercial quote comparisons, policy checking, loss run summaries, certificate of insurance requests, and renewal remarketing summaries. A claims-intake workflow drafts the claim note with the agency's team, and the claim decision stays with the agency: https://www.integrated-ai.com/ai-for-pc-insurance-agencies.html - Comparison of how insurance agencies adopt AI (Agency AI Labs, CAIC, Stepthrough, the Catalyit AI Masterclass, generic consultants, and Integrated AI, with prices taken from those organizations' public pages as of October 21, 2026): https://www.integrated-ai.com/how-agencies-adopt-ai.html - Transformation: custom scope. CRM/AMS integrations, governance across offices, cohort and network rollouts. - State incumbent-worker training grants can often reimburse employers 50-90% of eligible training cost when applied for before training starts. ## Proof - AFC-AIS (group benefits, 5-person team): 11 production Claude Projects, 7-13 hours/week recovered, Phase 1 payback in under 9 weeks, 2 days onsite. Full case study: https://www.integrated-ai.com/uploads/AFC-AIS_Case_Study.html - LaSalle Benefits (Northbrook, IL): 10 renewal-season workflows on Claude in six weeks, timed ahead of open enrollment; HIPAA-aware AI Governance Policy. Full case study: https://www.integrated-ai.com/assets/LaSalle_Benefits_Case_Study.html ## Team - Brad Weber, Co-Founder & Implementation Partner (Brad@integrated-ai.com) - Nicole Gordon, Co-Founder & Platform / AI Integration Partner (Nicole@integrated-ai.com) - Mark Gordon, Co-Founder & Strategic Partner, AI Transformations (Mark@integrated-ai.com) ## Contact - Book the 30-minute call: https://calendly.com/brad-integrated-ai/discovery-call - Team page: https://www.integrated-ai.com/Team.html - LinkedIn: https://www.linkedin.com/company/integrated-ais/ - Address: 4900 O'Hear Avenue, North Charleston, SC 29405 ## Guides Practical answers to the questions agencies ask before buying. Index: https://www.integrated-ai.com/guides/ - AI for insurance agencies, a practical guide (the pillar: the full sequence from audit through tools and rules, build, the on-site days, and keeping current): https://www.integrated-ai.com/guides/ai-for-insurance-agencies.html - What AI enablement costs an insurance agency (the $12,000 Foundation, the retainer tiers, what is and is not included, grant offsets, payback): https://www.integrated-ai.com/guides/what-ai-enablement-costs.html - Using state training grants to fund AI enablement (incumbent-worker programs, 50-90% reimbursement, why the application must precede training): https://www.integrated-ai.com/guides/state-grants-for-ai-enablement.html - What belongs in an insurance agency's AI governance policy: https://www.integrated-ai.com/guides/ai-governance-policy-insurance.html - A free AI governance policy template for insurance agencies and benefits brokerages. Copy it, edit the brackets, and adopt it. No form: https://www.integrated-ai.com/resources/ai-governance-policy-template.html - Client data, HIPAA and PII: how agencies use AI without exposure: https://www.integrated-ai.com/guides/ai-client-data-hipaa.html - Where AI stands with insurance CE credit (we issue a credential today; not CE-accredited at this time): https://www.integrated-ai.com/guides/ai-and-insurance-ce-credit.html - How to pick the first workflows your agency should put on AI: https://www.integrated-ai.com/guides/choosing-first-ai-workflows.html - AI enablement or an AI tool, what actually changes at an agency: https://www.integrated-ai.com/guides/enablement-or-an-ai-tool.html ## Essays - The five use cases every insurance agency builds in week one (real before/after times): https://www.integrated-ai.com/insights/five-use-cases-every-agency-builds-in-week-one.html - Why insurance is the right wedge for AI enablement: https://www.integrated-ai.com/insights/why-insurance-is-the-right-wedge-for-ai.html - Training is the foundation, here is what we build on it: https://www.integrated-ai.com/insights/what-we-build-on-the-foundation.html - Will AI replace account managers and producers? https://www.integrated-ai.com/insights/will-ai-replace-account-managers.html ## Author - Brad Weber, Co-Founder & Implementation Partner (byline on all guides and essays): https://www.integrated-ai.com/authors/brad-weber.html ## More detail - Full FAQ and case-study summaries: https://www.integrated-ai.com/llms-full.txt ## Connector A free public MCP connector. No sign-in. Streamable HTTP at https://www.integrated-ai.com/mcp Setup for Claude, ChatGPT, Grok, Cursor, and other MCP clients: https://www.integrated-ai.com/connector.html Tools draft a governance policy from the published template, check a task against the green, yellow, and red data rules, suggest 5 to 10 starting workflows, search the workflow library, and return public facts and prices. Nothing submitted to the connector is stored. Privacy: https://www.integrated-ai.com/privacy ## For agents - Every page in the sitemap also serves markdown: request it with an Accept: text/markdown header at the same URL. - About the company: https://www.integrated-ai.com/about - Privacy policy: https://www.integrated-ai.com/privacy - Terms of use: https://www.integrated-ai.com/terms - Full page copy in one file: https://www.integrated-ai.com/llms-full.txt