Purpose-Built AI Consulting for Insurance Teams
Co-founded by brothers John and Nate Marks — sons of John Marks Sr., who runs Marks Insurance Agency in Sandpoint, Idaho (Farm Bureau captive, family-run since 1976). Marks Agency is our "guinea pig" — every Applied AI tool ships there in production before any client sees it. We help captive and independent agencies lift retention, book more renewals, and free up CSR hours — without ripping out your current stack.
(4 more on the docket)
(Marks Agency)
meeting (AI LeadGen)
AgencyIQ, ChatIQ, CalendarIQ
Your AI Growth Roadmap
We guide insurance agencies through a proven three-step process — from operational foundation to scalable growth.
Build a Strong Foundation
Get your core systems AI-ready with an optimized CRM, integrated phone system, and powerful AI tools.
- AI-Optimized CRM
- Integrated Phone System
- AI Tools (PolicyIQ & more)
Build a Brand
Establish a compelling digital presence with an AI-optimized website, active social media, and an automated Google review system.
- AI-Optimized Website
- Social Media Accounts
- Google Review System
Grow the Agency
Scale your agency with AI-driven lead generation that books exclusive local prospects on your producers' calendars — without cold-calling or new hires.
- AI Lead Generation (done-for-you)
- AI-Powered Marketing
- Ongoing AI Strategy & Support
Why Insurance Agencies Choose Applied AI
Unlike generic AI consultants, we understand how insurance agencies actually operate. Our focus is on the real constraints of the industry.
- Insurance-first approach: We speak your language.
- Practical implementation: Workflow-driven, not just theory.
- Compliance & Licensing aware: Secure and responsible AI.
- Clear ROI: Focused on efficiency and automation.
(Insurance-Built)
(and counting)
(Measured at Marks)
Book More Quotes Every Week — Without Cold Calls or New Hires
We run an AI-powered lead engine for your agency: targeted prospect discovery, multi-channel outreach in your voice, and exclusive booked meetings dropped right onto your producers' calendars.
- First booked meetings in 14 days
- Exclusive leads — never resold to other agencies
- Built only for insurance — carrier-aware, compliance-aware
What Agencies Are Saying
"Applied AI Partners helped us improve our retention rate from 92% to 96% by putting better systems in place, automating key processes, improving communication speed, and creating a better overall client experience."
Josh Marks
Marks Agency — Sandpoint, ID
"Applied AI Partners was instrumental in helping us streamline our CRM system with automations and a fully integrated phone system. It would have been a nightmare to set up without their expertise."
Jamey Hix
Jamey Hix Agency — Orofino, ID
"Nate and John at Applied AI Partners gave us great service and expertise while helping us move four agencies over to a combined CRM and phone system and navigating the complexities of routing calls, clients, and deals all through the CRM system. Highly recommend their service."
Derek Pfost
DP Agency — McCall, ID
Who We Work With
Our engagements are built for agencies seeking sustainable improvements in efficiency, consistency, and scalability.
Common Questions
Who builds Applied AI's tools for insurance agencies?
Applied AI Partners — an AI consulting and software company for insurance agencies, based in Jacksonville, Florida. It was co-founded by brothers John and Nate Marks, sons of a Farm Bureau captive agency owner, and every tool ships in their family's agency (Marks Insurance Agency, Sandpoint, Idaho) before any client sees it.
Where is Applied AI Partners based, and who do you serve?
We're based in Jacksonville, Florida and work with insurance agencies nationwide — currently concentrated in Idaho and Florida. We serve both captive agencies (Farm Bureau, State Farm, Allstate, Farmers, American Family) and independent agencies.
Do I have to use all five AI tools?
No. Every tool — PolicyIQ, MeetingIQ, ChatIQ, AgencyIQ, and CalendarIQ — is sold separately and works on its own. Most agencies start with the one tool that fixes their biggest time-drain, then add others as the team gets comfortable. One Applied AI login works across all of them.
How is this different from using ChatGPT or generic AI?
Generic AI assistants give your team a blank chat box and ask them to invent the workflow. Applied AI tools ship with the insurance workflow built in — households, policies, renewals, carriers, HIPAA-defensive document handling, and integrations with the systems agencies already use. You skip the 'what do I even type?' phase.
What does Applied AI cost?
It depends on which tools and services you use. Each AI tool is priced separately, and consulting is offered in tiered packages — from a one-hour training session up to full strategic engagements. Contact us for a quote tailored to your agency's size and needs.
How quickly can my agency see results?
Most tools are live for your agency the same day or within a few days — no complex IT project. For our AI lead-generation service, agencies typically see their first booked meetings within 14 days.
Ready to Explore AI for Your Agency?
Get clarity, direction, and measurable results. Schedule a consulting engagement to evaluate how AI fits into your future.
Contact Us Today