Independent commercial P&C agencies lose hours in a familiar loop: the renewal list arrives, policy PDFs land, and someone spends the afternoon reconciling dates, exposure schedules, loss runs and signed acknowledgements before a renewal can move. Zati is a workshop-led setup where you build AI workers around that work yourself — then keep running them.
Your first conversation with David is free. You get an audit of your website's SEO, AEO and GEO, a preview of how a redesign could look, and a demo of what we could build for an agency like yours.
Bring one renewal that needs attention and the documents you already have. We'll work out who owns which inputs, which questions only your account team can answer, and what "ready to go out" actually looks like in your office. You keep the audit report and redesign preview whether or not you book a workshop. No purchase obligation, no strings.
We work on the agreed pages together: technical SEO, service pages for your commercial lines, mobile experience and the contact path for a request for proposal. AEO and GEO work makes your business information and coverage areas easier for search and answer engines to interpret. You leave knowing how to make the next change yourself, so it doesn't become another development project.
We set up an xAI voice agent around your business information, common questions and the details you need from a caller quoting a new account or a renewal change. You work through the call flow live, including what happens when the agent needs a person — a quote request, a coverage question, a transfer to your service desk.
We agree any booking, quotation, transfer or connected-tool action with you before it goes in. Your business decides what can be handled automatically and what always routes to a licensed person.
This is where the renewal desk comes from. A renewal preparation worker reads the renewal list against policy PDFs and produces a renewal brief with one row per renewal: dates, documents received, gaps. A verification worker checks each row against source pages, flags conflicting details between documents, and marks anything that needs a licensed read. A coordinator worker holds the queue, records who owns each item and reports what is still waiting.
We also build workers for SEO, AEO and GEO maintenance — reviewing pages, identifying gaps, suggesting updates and preparing changes for your approval.
You do the work alongside David: changing information, reviewing output, catching a mistake, refining the instruction. You finish with a setup you operate and a routine for checking and improving it. You keep your accounts and the operating guidance.
Here's a scoped example we could configure with you: renewal list plus policy PDFs in, a missing-input queue and a reviewed renewal brief out. The queue assembles outstanding items — exposure schedules, loss runs, signed forms — with the account and date each is needed. The reviewer sees the brief, the flagged conflicts and the open queue, then approves or returns it. Workers assemble and flag; coverage interpretation and the client-facing decision stay with your licensed professionals. Your AMS remains your system of record — we start from material you supply.
Practice asking workers for tasks, reviewing their work and improving instructions through conversation.
Scope is agreed on the call. Each package gets a written scope and quote.
Free website hosting is optional — we help you set it up and manage it, or you keep your existing host. Domain renewals, phone and AI usage, and any paid software are separate costs, identified before the workshop.
Does this connect to our AMS? Any additional system access depends on supported connections and the permissions you grant. We scope around material you supply.
Who decides coverage questions? Your licensed professionals. We don't make coverage, legal or underwriting calls.
Can you guarantee rankings or AI citations? No. We improve the agreed pages and build a maintenance process; search and answer engines determine their own results.
What should we bring? One live renewal, the documents you have, and the dossier an account manager would actually use.
Book your free 30-minute call — or email david@sire.run. Keep the audit report, redesign preview and a clearer idea of the next step, whether or not you choose a workshop.