EasyBee AI Lindsey · Insurance AI Agent — Sales Journey
Call 1Do we have a fit?
First few minutes

Here's what today looks like

A quick, honest agenda before anything else — so nobody feels like they're being sized up.

  • 1
    Agendawhat we'll cover, right now
  • 2
    Your world todayhow things run at your agency today
  • 3
    Where it hurtsthe industry numbers, and whether they sound familiar
  • 4
    What is EasyBee & Lindseya quick look at who we are
  • 5
    How Lindsey adds valueyour numbers, live, on screen
  • 6
    Making it happenbudget, timing, and who else needs to be involved
  • 7
    Next stepsdecide together what happens next
Getting to know your agency

Your world today

A quick snapshot of how things run right now — fill it in together as you talk.

📋 Your book
Auto
Home
Umbrella
Commercial
Life
Bundled / multiple
AMS360
EZLynx
Applied Epic
HawkSoft
QQCatalyst
Something else / none yet
📈 Your volume
Yes, actively
Looked into it, haven't tried
No, this is the first
Where it hurts

Does this sound familiar?

This is what the industry is dealing with right now, on average — worth checking whether it matches your own experience.

40%
of a producer's day goes to admin work, not selling
2026 Independent Agency Guide
7x
more likely to qualify a lead contacted within an hour
MIT / Harvard Business Review
39%
of customers would switch agencies for 24/7 access
Agent-Customer Connection Study
15–20 hrs
reclaimed per producer, per month, with automation
Industry benchmark
Does any of this feel familiar for your agency?
Very familiar
Somewhat
Not really
A quick introduction

What is EasyBee AI & Lindsey

EasyBee AI builds Lindsey — an AI agent built specifically for insurance, not adapted from a generic chatbot. She quotes, binds, services, and retains, 24/7, without adding headcount.

Hire Lindsey — the Colony breakdown
🐝 The full Colony, by stage — click to view full size
HexCore architecture
⬡ What's actually running underneath — click to view full size
Live, right on our site

How Lindsey adds value

Same idea as the numbers we just talked through — except this version lives on easybee.ai, so it's always current.

📈

See your exact numbers, live

Producers, quote volume, revenue per bound policy, conversion rate — plus a time-saved breakdown for certificates, billing, and renewals. One combined ROI number at the end, built right into our site.

Open the Value Calculator ↗
Before we wrap up

Making it happen

A few quick things to sort out together so the next step actually moves.

ASAP
Within this quarter
Just exploring for now
Yes, budgeted
Not yet, but open
Need to build the case
Where this goes from here

Next steps

Next step: a short second call to walk through a simple, one-page proposal built around your numbers.

🔍
Do we have a fit?
today
🎬
See it & see the numbers
call 2
📝
Paperwork
call 3
🚀
Get you live
call 4
📅 One calendar invite, sent live on this call
Quick and to the point

Here's what today looks like

Short call, on purpose.

  • 1
    Proposalthe plan and the numbers, on one page
  • 2
    Yes or nodecide together what happens next
Tiered by what you need, not how big you are

High-level proposal

Same numbers we built together last call. Pricing is per producer, per month, at every tier — the tier is about how much Lindsey is doing for you, not how many producers you have.

This call's proposal
or
Standard tiers — for reference
CrawlWalkRun
Price / producer / mo$200$300$400
Includes Conversational quote intake + FAQ agent (voice+web) Everything in Crawl, + full AMS integration — real-time policy & quote data, read & write Everything in Walk, + the full workflow — FNOL intake, billing disputes, renewals, cross-sell
One clear answer

Yes or no?

If this makes sense, the next step is simple: we move this to a written agreement, and I'll send it over for you to sign. If not yet, let's talk about what's standing in the way.

📝 What happens next

A short agreement — not a renegotiation, and no surprises. Sent the same day you say yes.

Paperwork, kept simple

Everything below is the practical stuff — term, what's included, how support works. The business case stayed clean; this is where the details live.

  • Length of the agreement, in plain terms
  • Exactly what's included at your tier — Crawl, Walk, or Run
  • How support and usage work day to day

🚀 Getting you live

Live 4–6 weeks after we receive what we need from you — with a real person guiding it, not a login and a manual.

Getting you live

The handover, in two parts.

  • Introduction to your onboarding team
  • Onboarding begins — live in 4–6 weeks once we have the materials we need from you