AI Integration

AIINTEGRATION

POWERFUL

Embedding powerful AI capabilities into your existing business tools and workflows. It's not about replacing your tools—it's about making them vastly smarter.

Real case studies

Named work, not vanity counts

ALL CASES
InsureBC: An AI Lead-Routing Engine That Reclaimed a Full-Time Role

1 Full-Time Role

Reclaimed

Insurance|Case study

InsureBC: An AI Lead-Routing Engine That Reclaimed a Full-Time Role

01 / 04

Seamlessly embed AI intelligence into your existing CRM to automatically generate lead summaries, draft exact follow-up emails, and pinpoint high-value opportunities.

Our Expertise

End-to-End AI Integration

Embedding powerful AI capabilities into your existing business tools and workflows. It's not about replacing your tools—it's about making them vastly smarter.

Our AI Integration Services

CRM Intelligence Plugins

Smart integrations that summarize lengthy deal histories and recommend precise next actions inside your CRM.

Customer Interaction AI

Embedding language models into your support layers for instant, human-like triage and automated resolutions.

Data Pipeline Enrichment

Connecting AI to your data lakes to instantly parse, categorize, and enrich unstructured text at scale.

Workflow AI Bridging

Custom API wrappers that allow legacy enterprise software to communicate securely with advanced LLMs.

AI Integration Technology Stack

Tools we actually use on client systems — n8n, Next.js, HubSpot, and the rest of the stack.

Perplexity
Perplexity
Zapier
Zapier
Make
Make
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
Zapier
Zapier
Make
Make
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
Zapier
Zapier
Make
Make
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
Zapier
Zapier
Make
Make
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
Zapier
Zapier
Make
Make
ChatGPT
ChatGPT
Claude
Claude
Perplexity
Perplexity
Zapier
Zapier
Make
Make
ChatGPT
ChatGPT
Claude
Claude
Our Work

Client case studies

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Our Process

Our AI Integration Process

We follow a meticulous, transparent process that ensures your ai integration project is delivered flawlessly, securely, and completely tailored to your business goals.

01

Systems Audit

  • We analyze your current tech stack—whether it's HubSpot, Salesforce, or custom tools—to identify the highest-impact insertion points for AI.
02

Model Selection

  • We match your specific use-cases with the optimal foundational models (like Claude, GPT-4, or tailored open-source models) to ensure max performance.
03

Custom Integration Builds

  • Our engineers build secure, flawless middleware and custom APIs that safely bridge your private company data with the selected AI brains.
04

Testing & Deployment

  • We run rigorous sandbox testing to eliminate hallucinations and data leaks, ensuring the AI operates reliably before a full team rollout.

Industries we actually know how to run

01

Insurance & Insurtech

Built for brokers and insurtech operators — renewals, lead routing, and public sites that keep working after hours.

What we deliver

Broker websites, custom web apps, HubSpot and BMS-connected automation, technical SEO, and lead distribution that doesn’t rely on walk-ins alone.

Insurance & Insurtech

4+

Years working inside insurance and insurtech operations.

NA + EU

Brokers and carriers across Canada, the U.S., and Europe.

02

Local service businesses

Websites and intake systems for operators who win on referrals — and lose hours to manual quoting.

What we deliver

Conversion-built sites (Webflow / Next.js), quote and enquiry forms, CRM notifications, and task pipelines so every lead gets a clean handoff.

Local service businesses

Since 2020

Helping service operators automate the day-to-day.

6-mo+

Minimum retainers — systems that compound, not one-off launches.

03

E-commerce & fulfillment

Storefronts and organic growth for brands that need performance infrastructure — not just a pretty shop.

What we deliver

Shopify and headless storefronts, technical SEO, landing-page optimization, schema, and content systems built for long-term organic demand.

E-commerce & fulfillment

DTC + B2B

Direct brands and fulfillment operators in the stack.

SEO-led

Multi-year organic programs, not 90-day campaigns.

Case studies
04

Custom web platforms

Product-grade apps for operators who outgrew templates — office finders, quote engines, and admin tools.

What we deliver

Next.js applications, admin dashboards, third-party insurance API integrations, and search-ready public surfaces wired into the rest of the stack.

Custom web platforms

100+

Offices searchable in InsureBC’s custom office-finder app.

Full-stack

Public site + admin + integrations in one engagement.