AI staff that runs your insurance agency’s back office.
AlphaStack Copilot deploys AI operators that handle quote follow-ups, renewal outreach, policy data entry, and inbound lead triage — purpose-built for independent insurance agencies. Built by an agency owner, for agency owners.
Request early access → See what it doesWhat AlphaStack Copilot does
Three AI workers, deployed inside your agency’s existing stack. No new CRM required.
Never lose a quote to silence.
Automated multi-touch follow-up on open quotes — SMS, email, and call scheduling — with hand-off to a licensed producer the moment a prospect engages.
Protect your book before it lapses.
Identifies at-risk renewals 60/30/15 days out and runs a personalized retention sequence per policy type (auto, home, commercial).
Every lead answered in under 60 seconds.
Voice and form leads are qualified, tagged, and routed by line-of-business — 24/7, including evenings and weekends when carriers are closed.
Pricing
Flat monthly subscriptions. Cancel anytime. US-based agencies only at launch.
Starter
- 1 AI worker (Quote Concierge)
- Up to 250 leads / month
- Email + SMS outreach
- Email support
Agency
- All 3 AI workers
- Up to 1,500 leads / month
- Voice + SMS + email
- Dedicated onboarding
- Priority support
Scale
- All 3 AI workers, multi-location
- Unlimited leads
- Custom carrier integrations
- Quarterly business reviews
- White-glove implementation
About
Built by operators who run the same kind of agency we serve.
AlphaStack Copilot is a product of Martezian Holdings Company, LLC, a Florida limited liability company.
Registered address: 5721 Hampton Park Cir, Vero Beach, FL 32966, United States
Industry: Software / SaaS — AI operations tooling for licensed insurance agencies
Founded: 2026
Contact
Early-access list is open. We’re onboarding a small cohort of agencies first.
Sales & early access: [email protected]
Support: [email protected]
Billing: Payments processed securely via Stripe.