Insurance · Local & private AI

Local and private AI for insurance agencies

The genuinely useful AI work in an agency sits on the most sensitive material it holds: recorded calls, applications, and health questionnaires. Sending that to a third-party API in exchange for a summary is a trade most principals would decline if it were stated plainly. Running the model on infrastructure the agency controls removes the trade rather than managing it.

Start a buildIndustry overview
06Self-hosted inference · Retrieval on private data
Local & private AI06
Self-hosted inferenceRetrieval on private dataDe-identification
InsuranceIllustrative

Local & private AI models

Self-hosted inference, fine-tuning, retrieval on private data, and de-identification.

Local & private AI · InsuranceOne pairing of the matrix
Service
Local & private AI models
Industry
Insurance agencies & agents
Covers
Life & final expense · Medicare & health · P&C agencies · Producer teams
Architecture
Unchanged from every other vertical — only the breaks differ
Engagement
A defined build, or run under management

What usually breaks

Before anything gets built.

The same failures recur across insurance agencies & agents. Strygon maps the specific system before proposing anything, but these are the ones worth checking for.

Bought, then aged

A purchased lead is worth most in the first minute and close to nothing the next day. Most sit in a shared inbox until a producer works down to them.

Unready producers

Objection handling gets learned live, on leads the agency already paid for. A rep who is not ready yet costs policies rather than training hours.

Source blindness

Spend goes to three vendors, policies get written, and nothing joins the two. The lag makes guessing feel reasonable.

Recurring in insuranceObserved pattern · the specific system still gets mapped

The approach

What Strygon does about it.

Local & private AI models, aimed at those failures specifically rather than at a generic checklist.

01Local & private AI
Call review without shipping the callLocal & private AI
01
Part of the scoped build

Call review without shipping the call

Recordings are transcribed and summarized on self-hosted models, so coaching material never leaves hardware the agency controls.

02Local & private AI
Applications read on-premLocal & private AI
02
Part of the scoped build

Applications read on-prem

Extraction from applications and carrier documents runs locally, and any field the model is unsure of stays blank instead of being guessed.

03Local & private AI
A de-identification layer in front of every callLocal & private AI
03
Part of the scoped build

A de-identification layer in front of every call

Identifiers are stripped before a model sees anything, which makes the boundary a property of the architecture rather than a rule somebody has to remember.

The approach for this pairingScoped in writing before work starts

What gets built

Concrete deliverables.

Everything in local & private ai models, applied to how insurance agencies & agents actually runs.

All of local & private aiIndustry overview
Self-hosted / on-prem LLM and vision deployment
Fine-tuning, evaluation, and quantization pipelines
Retrieval (RAG) over private data
On-device and edge inference
De-identification and policy guardrails
In scopeScoped in writing before work starts

Also for this industry

Other parts of the same system.

CRM & automation
CRM & automation03
Pipeline architectureSpeed-to-lead
Applied hereIllustrative

CRM & automation infrastructure

A purchased lead is an asset with an expiry date. Routing has to treat the clock as the product, and hand the lead to a producer who can actually write it.

Read the crm & automation read
Acquisition
Acquisition05
Paid search & socialLanding pages
Applied hereIllustrative

Acquisition

Three vendors invoice every month and none of them can say which leads wrote. Cost per lead is the number everyone quotes and the wrong one to run an agency on.

Read the acquisition read
Custom software
Custom software02
Internal toolsData pipelines
Applied hereIllustrative

Custom software

Commission, chargebacks, and persistency live in five carrier portals and a spreadsheet. Nobody can say what a producer is actually worth.

Read the custom software read

Start

Start with what’s broken.

Send the situation in a paragraph. Strygon comes back with a read on what’s likely wrong and what it would take to fix, before anyone talks about price.

Most builds start withleads dying in an inbox., three half-finished pipelines., follow-up nobody owns., numbers that never agree., four vendors blaming each other.

Or email hello@strygon.com

What to send
A paragraph. What broke, and where it shows up.
What comes back
A read on what is likely wrong and what fixing it takes.
Price
The last conversation, not the first