Missed first contact
After-hours calls hit voicemail, and a prospect may call the next agency before anyone can help.
I measureWhat a real caller reaches after hours and what next step is available.
Samuel Ochoa, I find the money your agency is leakingYour agency is leaking revenue. I find it, in dollars, in 5 days.
For independent P&C agencies with 1 to 25 people. I trace your three money journeys, new lead, quote, and renewal, then hand you a leak map with a dollar figure on every finding. Each finding is labeled measured, estimate, or industry benchmark.
✓ If I do not find a leak worth more than the fee, you pay nothing.
The path from leak to fix
Start with the map. Then decide what is worth fixing.
A leak is any place where money depends on a human remembering to do something. I start with the audit, then build one fix, then keep an eye on what it recovers.
Step 1
AI Revenue Leak Audit
$1,500 flat
5 business days. I show you where money is going quiet, what it may be worth, and what I would fix first.
Step 2
Build
$2,500 to $5,000 flat
I build one fix from a standard menu, such as missed-call textback, quote follow-up, or renewal countdown.
Step 3
Guard
$297 to $497 per month
I keep the system running and send a monthly report of what it recovered.
Founding rate: $750 for the first 3 insurance agencies, in exchange for an honest testimonial if the work earns one.
What I look for
Five places revenue goes quiet.
I measure what I can, estimate what needs a reasonable assumption, and mark industry benchmarks clearly. I do not turn a benchmark into your number.
Quote follow-up gap
A quote goes out, follow-up lives in memory, and a ready buyer goes quiet.
I measureQuotes without a documented next step, owner, or follow-up date.
Speed to lead
A web lead waits in an inbox while another agency answers first.
I measureThe time from form submission to a useful human response.
Late renewal outreach
Renewal work starts at the notice, turning a relationship conversation into a last-minute price conversation.
I measureWhen the first outreach starts compared with the renewal date.
Re-keyed data
The same lead is typed across systems, adding staff time and chances for a missed task or wrong detail.
I measureWhere records are retyped, how long it takes, and what errors or missed follow-ups result.
Five business days
A short, evidence-based audit.
Day 1
Intake call
I spend 45 minutes with you mapping how leads, quotes, and renewals move through your agency.
Days 2 to 4
Analysis and probes
I review call logs and quote records, and run approved probes, such as an after-hours mystery call, with your written permission.
Day 5
Leak map
I give you a dollar figure for each finding and label it measured, estimate, or industry benchmark.
Day 5
Walkthrough
You get a ranked fix plan, a 10-minute recorded walkthrough, and a 30-minute call with me.
The deliverable
You get a map you can act on.
- A leak map with dollars on every finding
- A fix plan ranked by impact and ease
- A 10-minute recorded walkthrough
- The audit fee credits toward any build within 90 days
My guarantee is simple.
If the audit does not find at least one leak worth more than the fee, I refund the full fee. You get the work either way, and you do not have to buy a build.
Do not take my word for it.
Read a complete sample audit for a fictional agency. It shows how I separate measured findings, estimates, industry benchmarks, evidence, and the ranked fix plan.
Read the full sample audit →Start with a free call
The 15 minute leak check.
You tell me how leads, quotes, and renewals flow. I tell you where I would look and whether the audit is worth it.
No pitch: I ask a few direct questions and listen.
One useful answer: I tell you the first place I would check.
Plain verdict: If it is not a fit, I say so.
Rather just talk it through?
Call me and tell me where the process feels fragile.
Call: (516) 780-1385Free 15-minute leak check
Tell me where you think revenue is leaking, even if you are not sure.
No platform pitchNo pressureNo spam, ever
I only ask for your number so I can reach you if email gets lost. That is the only reason.
Find the leak before you build the fix.
Start with a free call. I will tell you where I would look and whether the paid audit is worth your time.
Get the audit →