A CRM for Independent P&C Insurance Agencies

Im an owner of Ohio Ark Insurance and founder of Agecny Accel. In 2024 we started down the path to build an API engine that communicated between our CRM partners (KEAP and Active Campagin) and d Xanatek Connects AMS . This was built. however due to swift developments with AI we are now working on a project that eliminates bloated CRM packages, replacing with lite CRM and Agentic AI (with the exception of Leadin pipeline and workflows) performing most of the workflow functionality . We created all the requirements in Claude, which then created a prompt we will use to start the scaffolding process in GitHub/Claude Code. We're seeking someone who can assist with building out this CRM and has an interest in holding a small ownership interest in our AI Tech Consulting Agency for P&C Agents. Please respond back to [email protected] with Claude CRM in the subject line

4 comments

A CRM for Independent P&C Insurance Agencies