Small tools. Outsized returns.
None of these are a project on their own. They bolt onto a site or a phone agent once you know what is actually costing you time, and they are the part that tends to pay for the rest.
If you can say the rule out loud, we can build the tool that applies it
A tool here is not an app you adapt to. It is YOUR rule, the one currently living in your head, a spreadsheet or a laminated sheet by the phone, turned into something that answers instantly and never gets tired. The list below is not a menu. It is a sample.
The two people ask for most
Publish the price. Stop playing phone tag.
Most trades price the same job the same way every time, then spend three days telling people that on the phone. If the rules are written down, they can go on the page and answer for you at midnight.
- Built from your rate sheet, spreadsheet, or the rules in your head
- The same answer on your website and through Halo
- Change a price once and every page follows
- Takes a card deposit if you want one
72-year-old, COPD with home oxygen, insulin for eight years. Who takes him?
2. Aetna Protection, modified.
3. Gerber, guaranteed issue if the first two decline.
Feed it the rulebook. Ask it like a person.
Every trade has a matching problem: which carrier takes this client, which product fits this job, which plan covers this case. The rules exist, in a binder or a PDF nobody wants to page through on a call. We turn the book into a tool: describe the case in plain words, get the ranked answer with the exact line of the rulebook it came from.
The one above runs on a life-insurance underwriting sheet, built for an agency that was flipping paper mid-call. Yours can run on any set of rules you already trust.
- Answers only from your own documents
- Cites the page it used, every time
- Says so when the book does not cover the case
- Updates the moment you replace the sheet
Questions people ask
Do I need a website or an agent first?
Usually yes. These bolt onto something that already exists rather than standing on their own. If you have neither yet, start there and add these once you can see which one you actually need.
My pricing has exceptions. Does that break the calculator?
No, but it decides where the calculator stops. We publish the part that follows rules and hand the rest to a human on purpose. A calculator that guesses at the hard jobs is worse than no calculator.
What if the AI gets an answer wrong?
It answers from your documents and names the one it used, so a wrong answer traces back to a wrong document you can fix. Where it has nothing to go on, it says a person will confirm rather than inventing something.
My rules change all the time. Does the tool go stale?
The tool reads the document, not a copy of it we typed in once. Replace the sheet and the answers change with it, the same day.
Can I take just one of these?
Yes. Most people start with one, and every one is scoped and priced on its own before we build anything.
Got a rule worth automating? Say it out loud.
Describe the thing you keep working out by hand and we will tell you what the tool looks like, what it costs, and how fast it can be running.