Insurance · Mortgages · Financial advice · Law · UK
I help firms like yours take the intake, the chasing and the re-typing off your team, inside Outlook, Gmail and the systems you already run. Fixed scope. Four weeks to build. You own it afterwards, and if it doesn't save the hours, you get your money back.
From the trade press, this year and last
01 · Services
Your client gets the request list, the reminders and the thank-you without anyone on your team writing them. What comes back is checked against the list and filed to the case. Your handler stops being the postbox.
The risk goes into your system once. From there it fills the insurer's proposal form, the lender's portal, the covering email and the renewal pack. Nobody keys the same address a fourth time. See this one built
A case moves stage and the client hears the same day, in your firm's words. So does the introducer. A rate ends in four months and the client hears from you before the lender writes to them. Your team reads it and signs it. Nothing leaves unsigned.
02 · The process
You tell me where the week goes and what's getting in the way. Then you pick two or three of your team for me to speak to, the people doing the work.
You getA straight answer on whether this is worth doing at all
I time the work with the people who do it, on a call or at your desk, whichever suits you. Nothing for anyone to prepare.
You getThe hours per person per week, measured, not guessed
What gets built and in what phases. What it replaces. Which of your systems it runs in: Outlook or Gmail, your CRM, your case system. When it starts, when it's live, and what it costs. If there's nothing worth building, I say so, and you keep the report.
You getThe full scope of the build, whether you go ahead or not
I scope it and have it built properly, inside the tools you already run. It's tested on made-up data before it goes near a client file. You own it from day one. For the first sixty days I'm on hand, showing your team how to use it while they settle in. After that, ongoing support if you want it.
60-day money-back guarantee. If the hours we measured in the audit aren't coming off your team after sixty days, you get the build fee back. The risk sits with me, not with you.
You getA system you own, sixty days of support, and your money back if it doesn't deliver
03 · The founder
I'm Byron Leach. I'm an insurance broker, working in international delegated authorities in the Lloyd's market.
I've dealt with enough renewals to know where the hours go: quotes retyped from PDFs, documents chased by hand, and four systems that don't talk to each other.
Tulse AI is me. I run the calls, write the scope and show your team how to use what's built. I stay on it until it's live and they're comfortable with it. The person on your first call is the person you deal with throughout.
04 · The free audit
Thirty minutes. We look at where the hours go on manual work and what can come off your team. I'll tell you straight how much time and money is on the table, and you make the call.
For firms under 50 staff in insurance, mortgages, financial advice and law, anywhere in the UK.