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NewWhite-label platform for insurance agencies

Scale operations, not headcount.

We design and build custom AI and automation around how your business runs. Built for you, owned by you.

Book a call See the work
ops.yourcompany.com/leads
The SMS revenue platform's Lead Database: 1,117 leads, each classified as positive or beneficiary from its text reply, with state, reply and status columns
Leads generated, every week
5,000+
Reply classified: beneficiary
SMS · just now
Lead
Opt-out honored instantly
STOP · 4s ago
Lead pushed to an agent
Round-robin · 9s ago
Follow-up sent after 60 min
Drip · 14s ago
Routed on the second carrier
Dual-carrier · 18s ago
“Yes, send me the details”
Positive reply · 23s ago
Hot

Custom-built for one operation, white-labeled for insurance agencies. Shown with demo data Built on SOC 2 Type 2 infrastructure

Work we've done

5,000+leads generated every weekCase study $3.8Min pipeline added weeklyCase study 67%lower cost per leadCase study ~$40Ka month recovered from missed callsCase study
We build on
and integrate with

01 · Built for you

Not software you sign up for. Systems we design, build and run around your business.

See one we built and white-labeled
Off-the-shelf softwareBuilt by Bayside
FitYour process bends to fit the toolDesigned around how you already run
BrandTheir name on your customer’s screenYour brand, white-labeled if you resell it
DataYour data lives on their serversBuilt inside your own cloud accounts
OwnershipRented, month after monthDocumented and yours to run and extend

02 · What we do

Your fractional COO and growth partner. We map how the business runs, then build whatever removes the bottleneck.

We map
  1. Leads
  2. Sales
  3. Revenue
  4. Invoicing
  5. Delivery
  6. Follow-up
  7. Upsell
How we work

Leads & follow-up

Every reply read, sorted and acted on

MR
Marcus Reed
“Yes, still looking. What times do you have Thursday?”
Booked Thu 2:30Reading…Interested
AG
Alicia Gomez
“How much would that run for a 3-bed?”
Quote sentReading…Pricing question
BC
Ben Carter
“Not right now, maybe in the spring.”
Nurture · 90 daysReading…Not now
+1 (555) 014-2290
“STOP”
Opted out · logged

AI systems

An agent on every lead, 24/7

Hi Dana, thanks for reaching out to Coastal Roofing. Is the inspection for 412 Pine St?
Yes! There’s a leak over the garage.
Got it. I can have someone out Thu at 10:00 or Fri at 2:30. Which works?
Agent is typing…2:14 AM

Connected operations

The busywork between your tools, deleted

Job marked completeInvoice in QuickBooksReview request textedSummary to #ops

Your own ERP

One system for the whole operation, fully yours

Owner dashboard · October
Revenue MTD
$184,230
Jobs booked
312
Avg. first reply
41s

03 · How it runs

Live in weeks, not quarters. Every engagement follows the same four steps.

01 MapLeads, sales, billing, delivery and follow-up, end to end.

Operations audit · Discovery
StageTodayFindingEst. impact
Lead intake4h 12m to first replyLeaking$18,400/mo
QuotingBuilt by hand in ExcelManual9 hrs/wk
SchedulingPhone tag, 3 calls avg.Manual12 hrs/wk
InvoicingRe-keyed into QuickBooksManual6 hrs/wk
RetentionNo follow-up after a jobLeaking$7,900/mo
Recoverable~$26,300/mo + 27 hrs/wk

02 ImplementWherever the bottleneck is: tools, your own ERP, AI.

Blueprint · v1
AI lead responder
SMS + voice, under 10s
Live
Quote builder
Price book → branded PDF
Live
Scheduling agent
Crew calendars, buffers
In QA
QuickBooks sync
Invoices, payments
72%
Owner dashboard
Revenue, jobs, response time
Queued

03 SystemizeEverything connected, so the work runs as routine.

Connections
H
HubSpot
Contacts, deals, owners
QB
QuickBooks Online
Invoices and payments
T
Twilio
SMS and voice · 10DLC registered
G
Google Calendar
Crew schedules
S
Slack
#ops alerts for anything unusual

04 OptimizeWe stay on and make the routine faster every month.

Monthly report · Month 2
Cost per lead
$27 $9
Monthly recurring revenue
$30K $90K
From the AI Meta ads engine case study

04 · Security

Enterprise-grade is the floor. Every build ships with the controls we run on millions of production records.

99.998%uptime on the SMS revenue platform
SOC 2Type 2 certified infrastructure
ISO 27001certified infrastructure
HIPAAcapable infrastructure, when you need it

  • Two-step sign-in, enforced by the database. Passkeys or a trusted device. No shared logins.

  • Short-lived sessions. 15-minute tokens, rotated on every use.

  • Row-level security on every table. On by default, and it can't be switched off.

  • Signed webhooks. HMAC-SHA256, a key per source, 5-minute replay window.

  • Rate limits and lockouts. Per-IP caps, block lists and hardened headers.

  • Alerts and audit trails. Every sign-in and admin action logged and flagged.

  • Read our security posture
Audit log · today
TimeEventActorResult
09:41:07Webhook signature verifiedHMAC-SHA256Passed
09:41:02Sign-in with passkeyops@client.coPassed
09:38:52Row-level policy enforcedtenant_04Blocked
09:36:20IP locked out after 10 bad secrets203.0.113.24Blocked
09:31:15Opt-out recorded+1 (555) 014-2290Logged
09:22:40Refresh token rotatedsessionDone

05 · The work

Systems in production. Platforms we designed, built and run, moving real revenue right now.

3×MRR in two monthsAI Meta ads engine

Cost per lead fell from $27 to $9 as AI took over creative and nurture.

Read the case study
5,000+leads generated every weekSMS revenue platform

A multi-tenant SMS platform adding $3.8M in pipeline every week.

Read the case study
1codebase, an account for every clientInsurance white-label

The SMS platform, rebuilt so the operator sells it to its own clients.

Read the case study
24/7autonomous lead qualificationConversational AI

A lender’s AI texts, qualifies and books every lead. No human on the thread.

Read the case study
50%lower cost per booked jobHome services engine

Every call booked within seconds, and ~$40K a month recovered from missed calls.

Read the case study

06 · Look inside

Portals we've shipped. Real screens from platforms running today. Open one to look around.

Set a course

Scale without the headcount.

Tell us the bottleneck. We’ll map the system that fixes it, and what it returns.

Book a call Start a project

A 30-minute discovery call. First call to live system in weeks, not quarters.