Keep your IT company. Add a partner for AI and security.
You want to adopt AI without putting client data at risk. We'll be with you at every step, working alongside the IT team you already trust.
Do More With Less.
Start with the 21-day Blueprint: $4,500 flat for firms up to 50 people, about 2 hours of your time.
Saguaro Ridge Insurance Group
Independent agency, 42 employees, 2 offices
Overall readiness. Staff use AI every day with no policy, and the renewal application overstates two controls.
Top findings
- F-01Client data is going into personal AI accounts. Nothing stops it and nothing records it.
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F-02
The payroll portal signs in with a password only.
Fixed before the readout - F-03214 client files are shared by open link.
Names and numbers are illustrative.Read the full sample
Your team already uses AI. Nobody set the rules.
Staff are pasting client work into chatbots on their own. Security belongs to whoever has a spare hour, and the insurance renewal shows up as a surprise every year. Your IT team keeps things running day to day. Policies, risk decisions, and AI need an owner too, and that is where we come in, working alongside them.
Independent insurance agencies with no written AI use policy.
Source: Big I Agents Council for Technology survey, Independent Insurance Agents and Brokers of America (February 2026).
Medical group practices with no AI governance policy in place. Only 20% have one.
Source: MGMA Stat poll, Medical Group Management Association (January 2026).
Start with a plan. Keep an operator.
The Blueprint tells you where AI saves time and where your security has gaps. The Operator Program builds and runs what the Blueprint recommends, month after month.
The 21-Day Do More With Less Blueprint
Before the final readout, your AI policy is adopted and one small automation or security fix is live.
The Operator Program
A monthly retainer for AI, automation, and security leadership. One pool of hours you split between building and securing, every quarter.
One operator for AI and security.
Security firms rarely build. AI agencies rarely know security. We do both, and we stay out of your IT company's lane.
No rip and replace
Keep the IT company you have. They keep the help desk, devices, and passwords. We bring the AI builds, the security leadership, and the plan they can follow.
We find what fits the job
We start with your requirements and work with you to find the right tool: ChatGPT, Claude, Gemini, Copilot, n8n, Power Automate, or a custom build. Then we secure it. We resell nothing and take no platform commissions.
Built safe from day one
Every automation meets the same security floor: a permission check, safe handling of its logins, human review for anything touching clients, money, or commitments, and logging. Nothing goes live that we could not explain to your insurer.
Led by our principal consultant
Your work is led by our principal consultant, who holds the CISSP and an MBA and has run enterprise-scale risk assessment programs.
Flat prices, published.
You know the number before the first call. Most clients start with the Blueprint.
21 days, seven deliverables, one fix live before the readout.
21 days, seven deliverables, one fix live before the readout.
Scoped on a 30-minute call for larger firms.
Each quarter: two automations or one major build shipped, an owner or board report, and incident response on call.
Everything in Growth, plus: Two automation projects per quarter, or one major build; Incident response on call; Quarterly reporting to owners or the board; Priority response.
Each quarter: one mid-size automation shipped, insurance renewal and security questionnaire support, and new vendors reviewed.
Everything in Core, plus: One mid-size automation project per quarter; Cyber insurance renewal and security questionnaire support; Vendor security reviews; Same-day response.
Each quarter: a risk review, policies kept current, AI tools set up safely, and at least one small automation live.
Part-time security leadership; AI acceptable use policy and safe setup of the AI tools you use; At least one small automation per quarter; Policies kept current; Quarterly risk review; Next-business-day response.
The full Blueprint fee is credited toward the first quarter of an Operator Program retainer if you sign within 30 days of the readout. Help desk is not included in any tier.
Senior-led, start to finish.
Your work is led by our principal consultant. The credentials matter because underwriters, auditors, and your board are the audience.
- CISSP
- CRISC
- PMP
- CompTIA Security+
- CompTIA Network+
- CompTIA Project+
- Microsoft Security and Compliance
- University of Arizona, AI and Automation
- M.B.A.Business Administration
- B.S.Computer Science
- B.S.Information Technology
Our principal consultant has run enterprise-scale risk assessment programs for regulated organizations, and builds the automations as well as the policies that govern them.
What firms ask before the first call.
Do you replace our IT company?
No. We work alongside the IT provider you already have. They keep the help desk, devices, and day-to-day support. We handle AI and automation builds and security leadership, and we write our recommendations so your IT provider can act on them.
Which AI tools do you use?
We find what fits the job. We start with your requirements and work with you to choose: ChatGPT, Claude, Gemini, Copilot, n8n, Power Automate, or a custom build. We resell nothing and take no platform commissions, so the recommendation is about your firm, not our margin. Whatever we pick, we secure it.
What does the Blueprint cost, and how long does it take?
$4,500 for firms up to 50 employees and $7,500 for 51 to 150. It takes 21 days and about 2 hours of your time in total. Blueprints start on the 1st and the 15th, and we take on 4 a month. Pay in full, or 50% at the start and 50% at the readout.
Do we have to sign a retainer after the Blueprint?
No. The Blueprint stands on its own: you keep the roadmap, the policies, and the automation spec, and your IT provider can build from them. If you do want us to keep going, the full Blueprint fee is credited toward the first quarter of an Operator Program retainer when you sign within 30 days of the readout.
Do you do help desk or device support?
No. Password resets, printers, and device support stay with your IT provider. That is on purpose: it keeps our time on the work that changes how your firm runs.
Where do you work?
In person across the Phoenix metro. Remote across Arizona, Nevada, New Mexico, Colorado, Utah, and Southern California.
What happens on the 30-minute call.
No slides and no sales script. Bring whatever is on your mind: an AI tool your team already uses, an insurance renewal, a vendor questionnaire, or a hunch that something is off.
We ask about your firm
Your size, your IT provider, the tools your team uses, and when your next cyber insurance renewal lands. You talk with our principal consultant, who leads the work.
You ask us anything
AI, security, insurance, HIPAA, pricing, or how we would work with your IT provider.
We tell you if the Blueprint fits
If it does, we explain the scope, the payment options, and the next start date. If it does not, we say so and tell you what we would do first instead. There is no obligation.
Blueprints start on the 1st and the 15th of each month. We take on 4 Blueprints a month.
30 minutes with our principal consultant
Find out what AI can take off your team's plate.
You want to adopt AI without putting client data at risk. We'll be with you at every step. It starts with a 30-minute call with our principal consultant. We ask about your firm, your tools, and your next insurance renewal. You leave knowing whether the Blueprint fits, and what to do first either way.