Private proposal for Amanda Violand and Travis Moody

Your agency.On autopilot.

Fourteen AI agents built around your wish list. They qualify the leads, build and inspect the routes, check the paperwork, coach the presentations and hand your leaders a summary before the coffee is done.

Meet the agentsSee Monday, reimagined
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What you told us

“We don't make money sitting in the office.”

But every Monday, that is where your best people are. Here is where the week goes today, straight from your wish list and our call.

0hours

qualifying leads by hand every Monday before anyone can leave the building.

0hours

more building routes manually, every single week.

0sets of eyes

on every Section 125 packet: manager, AD, then your office coordinator. All by hand, all to stay under the error line.

0times a week

a removed-from-bill email lands, and an agent has to notice it, then call. Business walks out the back door while it waits.

And the inspections that matter most (10 block plans, route checklists, who actually saw every employee) are the first things to slip when managers get busy. If it isn't inspected, it doesn't get done.

Monday, reimagined

5:30 AM

Leads are qualified.

Owner name, employee count, address. Duplicates merged. Dead ends removed.

5:50 AM

Routes are built.

In driving order, around opening hours and lunch closures.

6:10 AM

Routes are inspected.

Every one checked against your leadership checklist. Ready, or here is what to fix.

6:30 AM

Leaders get the brief.

Who is set up to win this week, and who needs a conversation.

Half-day Mondays.

Your team spends the afternoon in the field, where the money is.

Meet your AI workforce

Fourteen agents. Four crews.

Every agent below comes from your AI wish list or our call. Each one does one job extremely well, reports to a human, and never takes a Monday off.

Watch them work

Press run. That's the whole job.

Four of the agents, running on sample data. Same idea, your real Epic leads, routes and paperwork once we're live.

Monday route · Agent: Sample

    Section 125 Account Setup Sample packet

    Imperial Paving LLC
    4120 N Armenia Ave, Tampa FL
    ●●-●●●4417
    R. Delgado, Owner
    12/01/2026
    12/03/2026
    Bi-weekly
    Handwritten, 3 pages
    Employer, Agent
    Closed case upload · Sample
      November enrollments · Sample
        0% on script
        Practice presentation · Week 3 · Sample

          The 6:30 AM brief

          You stop inspecting. You start leading.

          Every morning the crews roll everything up into one short brief for each leader, by text, email and inside your HQ dashboard. Green means go. Red comes with the reason and the name.

          • Managers see only what needs them
          • Every check is logged, so nothing is "I thought I did it"
          • Anything that leaves the building is approved by a human first
          6:305G
          Monday briefSample data
          Routes28 of 31 ready. 3 need work: 2 stops missing a decision maker, 1 out of order.
          10 block plans4 agents have not filled theirs in. 2 are under 6 blocks.
          Section 1257 packets clean. 1 needs a corrected enrollment date before it goes out.
          CoverageImperial Paving: 50 employees, 20 apps. 30 people not seen yet.
          Conservation3 removed-from-bill texts sent overnight. 1 already booked a call with their agent.
          RecruitingCost per hire down 12% this week. Top vendor and full breakdown in HQ.

          The rollout

          Live in weeks. Built in your order.

          Amanda's priority list sets the order: qualify leads, build routes, inspect routes, inspect the plans. Monday comes first because it pays for everything after it.

          01Weeks 1-3

          Monday Crew goes live

          Lead Qualifier, Route Builder, Route Inspector, 10 Block Inspector. Justin's pilot bot becomes the starting point, so nothing he built is wasted.

          02Weeks 4-6

          Compliance Crew

          Section 125 Checker, Coverage Auditor, Enrollment Tracker, Conservation Agent. Message wording is approved by you before a single text goes out.

          03Weeks 7-9

          Training Crew

          Presentation and final interview scoring by QR code, role-play and rebuttals, classroom quizzes and licensing study mode. Lines up with Travis's new training class.

          04Weeks 10-12

          Command Crew

          Lead packs on demand, recruiting ROI by vendor, Monday and training decks built for you.

          What we need from you to start

          Your route inspection checklistThe 10 block templateA sample closed Section 125 packetA service login for EpicThe enrollment spreadsheetYour presentation script

          Do the math

          Hours back, every week.

          Move the sliders to match your Monday. Conservative by design: it only counts prep time, not the business the Compliance Crew helps you keep.

          0hours back every week
          0full field days returned per month
          $0monthly cost of doing it by hand

          Full AI Workforce: $1,999/mo. The agents also never forget an inspection.

          Pricing

          Pick your crews. Or take the whole workforce.

          One build fee per crew, then a flat monthly that covers running, monitoring and tuning every agent. No per-seat fees, so it doesn't matter if you hire 30 people next week.

          Recommended

          The Full AI Workforce

          All four crews, all fourteen agents. $10,000 $5,000 build and $2,850/mo $1,999/mo. Founding agency rate, because you were first to ask for this.

          Questions

          Straight answers.

          Which AI do the agents run on?

          Our own agent system, tuned job by job. The engines underneath get upgraded as better ones ship, and your agents keep working the same way. You never manage any of it.

          Do my agents have to learn new software?

          No. The agents work inside what you already use: Epic, your spreadsheets, Google Drive, email and text. Your team uploads a file or scans a QR code. That's it.

          Is employee and client data safe?

          Paperwork and lead data stay in a private, encrypted workspace with access by role. Nothing is used to train public AI models, and every check is logged so you can see exactly what happened.

          Will the Conservation Agent text clients on its own?

          Only with wording you approve, and only to people who can be contacted. We write the templates with you so they match home office rules, and your agents get the alert the same hour.

          Does this replace my managers or my office coordinator?

          No. It removes the checking, typing and chasing so they spend their time coaching and selling. Humans still sign off on anything that matters.

          Can we start with just Monday?

          Yes. Pick the Monday Crew alone and add the others when you're ready. Your build fees for later crews stay at today's prices for 12 months.

          What about the rest of the wish list?

          A recruiting dialer, late franchise emails and anything new you add to the list can be built as an add-on. The wish list is a living document and so is your workforce.

          Let's start with Monday.

          Say the word and the Monday Crew starts learning your checklists this week.

          Build my workforceQuestions? Email Peter