For independent insurance agencies
Protect client information. Reduce the busywork.
I’m Tyler Mayberry. I help independent insurance agencies review security concerns, teach staff to use AI, automate repetitive tasks and build custom software. Start with one concern or one task, with work scoped around the systems your agency already uses.
Start with a free, 30-minute conversation.
A place to start
Bring the work that’s slowing you down.
The first conversation is free and takes 30 minutes, by phone or on a shared screen. You don't need to install anything, share customer records or use Cirlet. We’ll talk through the problem and agree on a useful next step. For example:
- a security finding you need help understanding and assigning to the right person
- a team using AI without clear rules for client information or checking answers
- documents or service requests that mean copying the same information again
- an AI tool you’ve tried but haven’t made useful in everyday work
Hands-on help
How I can help.
Start with the problem that matters to your agency. We’ll agree on a focused piece of work and what you should have when it’s finished.
- Cybersecurity
- Know what needs attention and who should act. Review agreed website, email or AI workflow evidence, then verify a first improvement with your agency or IT provider. Explore the $750 Security Sprint.
- AI training
- Help your team move from trying AI to using it for a useful task. Hands-on coaching covers prompts, checking answers and what client information belongs in the tool. Discuss training for your team.
- Automation
- Bring a recurring task, such as organizing requests or matching supplied records. We check the tools, inputs and review steps before agreeing on a focused automation. Discuss a workflow.
- Custom software
- A tool built around one recurring agency task, with a working prototype, staff testing and training. Explore the Agency Workflow Build or try the request-tracker example.
Try it with your team: Work through four payment-request decisions. This free practice exercise uses sample records, explains each answer and asks for no client information.
See a fictional security finding and verification example to inspect the format of the work.
Agency AI & Security Quickstart · $1,500 one time. One useful workflow, data and review rules, hands-on team training and a verified handoff. See the scope and delivery terms.
When something is worth doing, we agree on the work and the price before anything starts. How pricing works
Proof of work
I build Cirlet, too.
Cirlet is free agency software I designed and built: clients, policies, renewals, certificates, service work and the books, in one place. It's the clearest way to see how I work.
- Built around agency work. Clients, policy versions, endorsements, renewals, certificates and commissions, organized around the records an agency works with every day.
- Its automation shows its work. Prepared work lists what it was built from and waits for a person to decide. That's how I'd approach automation in your agency.
The sample needs no account and its records are made up. Cirlet is free to use, and you don't need it to work with me. See the latest improvements
What would make your agency safer—or your team’s work easier?
Met me in person, or just found the site? Write a line, even just "Hey Tyler, we talked earlier," and I'll reply by email. Or email me directly.
I can work with your team at your office anywhere in the St. Louis area. We’ll agree on the work, travel and price before scheduling.
Please don't include customer records or passwords. Sending this doesn't sign you up for anything. What happens to what you send.