Managed AI agents.
AI agents for your Bay Area small business, run by a human you can call. I design, build, deploy, and manage them on a small server in your office — tuned to your shop, your software, and the work your team actually does.
Fully autonomous AI agents — the kind that run your business while you sleep — are the goal. We're not there yet. Today's agents need a human keeping them tuned: models change, workflows shift, edge cases surface, integrations break.
Managed isn't a marketing word. It's what makes the agents actually compound value over time, instead of degrading the day after launch. Most AI vendors sell you a tool and disappear. I bring you the agents and the engineer who keeps them working.
Once you've signed on, I'll bring a small computer to your office and connect it to your network. On it, I'll deploy a custom suite of AI agents — tuned to your shop, your software, and the parts of your day that hurt most. From there, I administer them remotely, keep them current, and send you a monthly report on what they did and what I changed along the way.
What you get is operational capacity you didn't have to hire to acquire. Your team keeps the work that needs judgment. The agents handle the work that needs to happen ten thousand times the same way.
- 01
Independent insurance agencies
I work with East Bay agencies of 3-25 staff on HawkSoft, EZLynx, or AMS360 — the ones drowning in carrier documents and worried about Applied and Vertafore eating the independents.
See it for insurance agencies - 02
Restoration contractors
I work with restoration shops handling fire, water, and mold. The work is insurance-claim-funded, the jobs run long, and customers need real updates while you're on-site.
See it for restoration contractors - 03
Bay Area independents broadly
Is your industry not listed? If you run a small Bay Area business with 5-50 staff, recurring document work, and a workflow that has changed in 20 years only by getting busier, there's probably a managed-agent engagement worth a 60-minute conversation.
Book a discovery call
A catalog of agents I build.
- 01
Document intake & classification.
This agent reads incoming documents — emails, scans, faxes — identifies what they are, files them where they belong, and summarizes what changed since last time.
- 02
Inbound lead response.
Every prospect who fills out a form or calls after-hours gets a personalized response within 60 seconds. The agent qualifies the lead, books the meeting, and briefs you before the call.
- 03
Internal knowledge RAG.
Your team asks plain-English questions and the agent answers them — grounded in your own documents, policies, and procedures. New hires get up to speed in days, not weeks.
- 04
Renewal & recall outreach.
This agent works your renewal pipeline: pulls upcoming renewals and lapsed customers from your system of record, drafts the outreach, schedules the call, and tracks what was done.
- 05
Voice receptionist.
Inbound calls are answered by an AI receptionist that knows your business — your tone, your routing rules, and the specifics of how you actually want each kind of call handled.
- 06
Vendor & carrier correspondence.
This agent reads each email from a vendor or carrier, files any attached document, flags anything that changed, and drafts your response for review.
These aren't off-the-shelf products. Each one is a pattern I tailor to your shop, your software, and the work that actually runs through it — and the full list is longer than this. The Discovery Audit is where I figure out which patterns would fit your business. I won't build any you don't need.
Sometimes you should just buy it.
If your business runs on HubSpot, Breeze probably handles customer service better than I can. If you're on Salesforce, Agentforce is built in. If you live in Intercom, Fin is right there. I'll tell you when those are the right answer.
The "buy before build" call is part of the Audit. I make money either way — sometimes the report says "license the thing, here's how to wire it up." That's a fine outcome.
When custom wins.
When the AI needs to bridge tools no off-the-shelf vendor connects — HawkSoft to DocuSign to your CRM to email — there's no SaaS that does it. When the workflow lives in industry software the big AI vendors don't care about, you don't get an off-the-shelf agent. When the work can't leave your network, on-prem is the only answer.
That's the work I take on.
On your network
I bring you a small server that lives in your office. It runs the agents and bridges them to your local systems — file shares, line-of-business databases, scanners, the fax line — so they can do useful work without you punching firewall holes for every integration. I administer it remotely over a secure tunnel.
By default the heavy AI work runs on frontier modelsFrontier models are large, powerful AI models created by industry leaders like Anthropic, OpenAI, and Google., encrypted in transit. Need fully on-prem inference instead? Ask. I can scope a private-model build (typically a Mac Studio or a dedicated GPU box) during the Audit.
One bill
I pay for the cloud AI services. I pay for the email and SMS infrastructure. You pay one flat monthly fee — no per-seat licenses, no surprise invoices.
My cell phone
I answer when something breaks. Not a ticket queue. Not a chatbot. Me.
Engagements vary by scope.
Sized to your operation, not to fixed tiers. Here's the general shape:
Covers design, custom build, line-of-business integrations, and edge-appliance provisioning.
Covers ongoing operations, cloud AI costs, model upgrades, and on-call support.
The Discovery Audit produces a precise quote for your operation.
Smaller engagements — project work, scoped integrations, fractional advisory — scoped on request. Talk to me about what fits
Start with a Discovery Audit.
Before I'd build anything, I spend a week inside your operation. I'll be on-site in sessions across the week — interviewing your operations lead and front-line staff, observing how the work actually flows, and following up as I synthesize. Then I'll deliver a written report on the top opportunities I find, with hours saved per week and dollar value for each.
The Audit is a flat $2,500 with a money-back guarantee on the report. The fee credits 100% toward whatever I build next.
Schedule your AuditReady to talk?
Every engagement starts with a conversation. There's no sales pitch — just a 30-minute call to understand what's working, what isn't, and whether I can help.
Book a free 30-minute review