Our Work

The Problem

Julie is an independent health insurance agent who was spending hours building manual plan comparison spreadsheets for every client. Each quote required pulling data from carrier PDF brochures and typing everything into a multi-page spreadsheet by hand. A single comprehensive quote could take an entire afternoon.

What We Built

• •PDF upload with AI-powered data extraction — upload a carrier brochure and the app automatically fills in plan details
• •Side-by-side plan comparison across multiple carriers and formats
• •Client management with prospect tracking, renewal dates, and enrollment deadlines
• •Automated birthday, anniversary, and renewal reminder emails
• •Dashboard with at-a-glance widgets for upcoming renewals and client milestones

The Result

What used to take 2-3 hours per client quote now takes about 15 minutes. Julie serves more clients per week with more professional, consistent comparison documents — and the automated email system keeps her in front of clients year-round.

The Problem

A residential remodeling company with multiple crews across different trades was managing everything through handwritten notes and Google Docs. Job details, crew assignments, task lists, and client info were scattered across notebooks and text messages. There was no central system and no accountability trail.

What We Built

• •Job dashboard with status filtering, search, and stat cards
• •Crew management with trade specialty tracking and per-job assignments
• •AI voice commands — say "Tell Marcus to install the shower tile on the Henderson job" and it creates the task, assigns it, and sends a notification
• •Notes and activity log with @mention support and timestamped accountability trail
• •Photo attachments for job site documentation
• •TV dashboard mode for the shop — full-screen view of all active jobs
• •Email/SMS notifications for assignments, mentions, and daily digests

The Result

The team went from managing jobs out of a notebook to a centralized system accessible from any phone. Crew members check tasks on their own instead of waiting for a call. The voice command feature lets the owner update jobs while driving between sites.

The Problem

The client needed leads for commercial and residential electrical work in the Birmingham metro area. Manual prospecting on Google Maps and directories was eating up hours every week with no organized system for tracking prospects.

What We Built

• •Automated lead scraping from targeted business directories
• •Clean, filterable database of business contacts with name, phone, email, and address
• •Export to CSV for easy import into any CRM or outreach tool

The Result

The client went from spending 5+ hours a week manually hunting for leads to having a steady pipeline of prospects delivered automatically. Delivered for $500 and immediately started generating new business contacts.