Plan Compass
Insurance broker automation — renewals, proposals, client tracking
→ Read the case studyCase studies by Promptful Consulting showing three production implementations: Plan Compass for insurance renewal and proposal automation, an automated lead discovery and outbound system for sales pipeline execution, and RMI Job Tracker for voice-to-text field data logging in construction management.
RECENT CASE STUDIES
Automated Lead System
AI-powered lead discovery and sales pipeline for solo consultants
→ Read the case studyRMI Job Tracker
Voice-to-text field data logging for construction crews
→ Read the case study★★★★★
"Working with this team was one of the best decisions I've made for my business. They built a custom AI app specifically tailored to how we operate, and it has completely streamlined our workflow. What used to take hours now takes minutes."
Louis Aller III
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