Prepared by Andrew Herbert · AI Strategist · REMAP.ai
You are running Thrive Insurance with three staff across Vietnam and the Philippines, cold-calling laundromats and Vietnamese restaurants off Google Maps, then re-keying every quote by hand into the Steadfast system. None of that has to stay manual. Here is what we would build to take your outbound volume up, your quoting friction down, and put your clients in control of their own policies.
We do not need to imagine the friction. You described it. Here it is reflected back — because solving it starts with making sure you know we actually heard it.
“If we can automate the lead generation and automate the communication with the client and also automate the quoting system, that would save us a lot of time.”
“We have the information in our CRM, why cannot it speak to the quoting system and get the quote straight away?”
“I want people to log in and see what they have told me already, and make requests directly to us through that platform.”
Specific to a business like yours — with the complexity, team, and clients you are managing.
Thrive Insurance is calling fifty businesses a day instead of ten, with a Google Maps-built target list that refreshes itself instead of one your team rebuilds from scratch every morning.
Client details are captured once in your CRM and flow straight through to your Steadfast quoting engine — no re-typing the same business, building and cover details a second time. WhatsApp, Zalo, email and phone all land in one dashboard your Vietnam and Philippines team can work from in either language.
Clients log into their own portal to see exactly what is on file and what is covered — cutting the routine calls your small team currently handles one at a time, and surfacing renewal and cross-sell moments automatically.
Before this conversation, we ran a quick audit on your website — checking how Thrive Insurance appears to AI search engines. What we found matters, and most businesses have no idea this is happening to them.
Your Vietnamese-language channels are active — TikTok and Facebook both carry your voice. But the commercial, English-speaking side of the market, where the bigger business-pack premiums sit, has almost no way to find you.
We fix the three gaps the audit identified. Your homepage content becomes readable to AI crawlers. Structured answer content goes in so AI engines can extract what Thrive Insurance does. Your credentials are wired into structured data that AI search engines can verify, cite, and surface when someone asks for a business like yours.
Google Maps extraction builds and refreshes your target list of laundromats, restaurants and other small businesses across Sydney automatically — feeding your outbound callers a constantly updated list instead of one rebuilt by hand every day.
Deploy Twenty, a free CRM, connected through Claude so your team enters client details once — and that data flows straight through to your Steadfast quoting system, removing the double-entry that currently eats hours on every quote.
A branded portal where clients log in to see exactly what they are covered for, request policy changes, and get renewal reminders — reducing the phone calls and emails your small team currently handles one at a time.
The four projects above are what we identified without looking inside Thrive Insurance. The AI Adoption Pathway is what happens when we do.
In month one — running alongside the candidate selection and the four identified projects — your team completes the AI Adoption Pathway surveys. We map every process, every friction point, every place where time is being lost or value is being left on the table.
Andrew holds a strategy session with you at the end of week two to three. What comes out is a prioritised, ROI-ranked plan of AI opportunities specific to Thrive Insurance. Not a generic framework. Your plan. Your specialist works from it every week, reviewed every quarter.
The four projects give you momentum from day one. The Pathway gives you direction for everything that follows.
All engagements are a minimum three-month term, billed monthly in Australian dollars. Rates are fixed for the full engagement.
Infrastructure costs and Private AI hosting quoted separately. Full details at remap.ai/aispecialist
A clear sequence. Every step is managed by REMAP — your involvement is focused and minimal.
You sign the engagement agreement. Billing begins. The specialist search opens immediately, and we send your team the AI Adoption Pathway surveys so that process runs in parallel from day one.
We build your panel of three matched specialists. You meet all three and make your selection — typically completed by the end of week two. Pathway surveys are completed by your team in this window, running alongside.
Your specialist joins Thrive Insurance and can initiate all four identified projects from day one. The AI Adoption Pathway audit wraps up. Andrew holds your strategy session — the full roadmap is built, reviewed together, and handed to your specialist as their expanded work queue.
Your specialist works from the full roadmap — the four identified projects running to completion, alongside newly prioritised opportunities from the Pathway audit. First quick wins typically ship in this window. Delivery continues, reviewed and reprioritised quarterly.
You have done the hard part — you know what needs to change. The next step is simply beginning. Everything from here is managed by REMAP.