FAQ

The questions skeptical
owners actually ask.

Straight answers — no hype, no black box. If yours isn't here, just ask us.

Getting started

How do we start?

Most engagements open with the free calculator (a bottom-up estimate from your own inputs) and a 20-minute call. If there's a case worth pursuing, we scope a paid AI Audit — a 1–3 week data-readiness assessment that produces your measured baseline and an ROI bridge. No fit, no fee: if we conclude there's no hard-dollar case, you don't pay for the audit.

How long until we see something real?

A working system you can measure in about two weeks. The audit establishes the baseline; the build sprint (2–6 weeks) deploys the wedge on a contained scope; you're typically live in ~30 days with zero changes to how your ERP or AMS is configured.

Do we have to rip out our ERP or AMS?

No. We adapt to your system of record — we don't replace it. For distributors that means reading and writing against Prophet 21, Eclipse, SX.e, or NetSuite as they are. For agencies, against your AMS. [VERIFY]

The work itself

What exactly do you automate first?

For distributors: AI order intake — turning email/PDF/fax orders into ERP-ready orders without rekeying. For agencies: COI issuance and submission/renewal re-keying. We expand from there (AP, AR, forecasting) only after the first wedge is bankable. See it work →

What about the messy orders — "send the usual"?

That's the point. The system learns each customer's shorthand from their order history and maps it to real SKUs. The genuinely ambiguous lines route to a person with the original document side-by-side — they never auto-post to your ERP.

Do you build it yourselves, or resell a tool?

Both, deliberately. We resell proven engines (Conexiom, Esker) rather than rebuild commodity automation — and we own the high-value layer: the data-readiness diagnostic, the ROI model, the integration glue, and the change management. How that works →

Your people & your data

Will this replace my people?

No. The framing is "do more with the staff you can't hire." These are aging, hard-to-fill roles; the system handles the retyping and routes exceptions to a person, so your team moves from order-takers to order-makers. We don't sell headcount cuts.

Is my data safe?

Your data stays on US infrastructure, with human-in-the-loop confidence thresholds so nothing dirty auto-propagates into your system of record. Your name stays off our site. Security & Trust →

What about errors and (for agencies) E&O?

Fewer manual touches mean a smaller error surface. We validate against your system before anything posts, and for agencies a licensed reviewer signs off on judgment calls. We don't claim a specific E&O percentage — that would be invented. [VERIFY]

Pricing & risk

What does it cost?

The AI Audit is $15–40K, a Build Sprint is $40–120K fixed fee, and an optional Run retainer is $10–30K/month. We're priced above the commodity "$2,500 audit" crowd because our audit includes a real data-quality scan and a defensible ROI model — and we put our fee on the result. Full pricing →

Why not just hire someone in-house?

A capable in-house AI hire is 6–12 months and six figures a year before they've shipped anything — and they're a generalist learning your business. We're specialists, live in ~30 days, on a fixed fee, and we underwrite the result. Compare the options →

What if it doesn't work?

That's what the guarantee is for. We qualify hard up front (no fit, no fee on the audit), prove it on one workflow, and put a defined portion of the build fee at risk against a measured target. If we miss the number, you don't pay for missing it. How we underwrite it →

We got burned by our last ERP/AMS project. Why is this different?

Small first scope, fixed fee, measurable milestones, and we adapt to your system — no rip-and-replace. You see a working system you can measure in about two weeks, not a multi-year project. And our fee is tied to the outcome, which a failed ERP project's never was.

Results & proof

Do you have case studies?

Not yet — we're pre-launch, and we won't fabricate proof or borrow logos we haven't earned. Until our own audited cases exist, we lead with attributed third-party benchmarks (e.g., Graybar via Conexiom), the founder's track record, and a guarantee. Your results, once real, stay private by default. The proof center →

How will you measure my results?

A before/after measurement harness instruments the baseline and the post-go-live state on annualized volume (so seasonality doesn't distort it). The same measured number triggers the guarantee. Every figure shows its work. Our measurement approach →

Which verticals

Who do you work with?

Two verticals, deeply: wholesale distributors (industrial/MRO, electrical, PHCP) and independent insurance agencies. We do nothing else — the focus is the point. Distributors → · Agencies →

Do you work with PE firms?

Yes — sponsors get a portfolio version: prove a wedge at one portco, package it as a cross-portfolio playbook with a fund-level MSA, and price on realized impact. For investors →

Still deciding?

See your number first — two minutes, no email to start — or book a call and ask us anything.