You're paying for a hire you never made.
That paycheck is going to admin and repetitive tasks your team shouldn't be doing. Answer 10 minutes of questions about your business, get a tailored automation report by email in 3 business days.
- 01Current stateClient data scattered across Excel, email, and PDFs
- 02Top priorityAI workflow on top of existing Excel + PDFs
- 03RoadmapDoc OCR → AI extraction → auto follow-ups
- 04Savings50-70% manual work removed · ~HKD 120k/mo
- 10 minto complete
- 3 daysuntil report arrives
- Freeno card, no pushy sales
- Up to 70%admin work removable in document-heavy industries
How it works
Free roadmap. Yours to keep.
We earn when you implement, not when you assess. The report is yours either way.
- 0130 sec
Pick your industry
Six SME industries we know inside out. Pick the one closest to yours.
- 0210 min
Answer the survey
Honest questions about your operations, systems, and pain points. No filler.
- 033 business days
Get your report
Tailored to your industry. Diagnosis, top 3 priorities, ROI estimate, phased roadmap. By email.
- 04Your call
Decide what's next
Build with us, with someone else, or sit on it. The report is yours, no follow-up unless you reply.
Our rule of thumb
If your team does it twice, AI can automate it.
These six patterns repeat hundreds of times a year in HK SMEs. AI automation starts with spotting them.
Excel everywhere, errors anywhere
Errors caught at input. Weekend rework gone.
Paper that nobody can search
Photo or scan, straight into your system. Searchable from day one.
Data scattered across tools
One source of truth. Owner answers in seconds.
Five ways to do one thing
One documented flow. New staff productive in days.
Senior staff stuck on paperwork
Senior hours back to billable and revenue work.
Opportunities buried in your book
Every trigger surfaces automatically. No more missed timing.
Customer case
How a HK insurance brokerage cut admin by ~70%.
Anonymized. Numbers from the actual implementation.
Before
- Couldn't add advisors without adding admin. The model didn't scale.
- Most of the week on WhatsApp servicing and Excel follow-ups.
- Renewal and cross-sell signals buried in the book. Missed monthly.
What we built
- Custom system and partner app, built inside the regulatory frame.
- Repetitive paperwork auto-generated. AI runs the first-pass review.
- Humans handle exceptions only. The system flags them automatically.
Result
- ~70%of admin work removed
- ~1.5 staffredeployed to higher-value work
- HKD ~70k/mocost shifted to revenue work
Want a similar diagnosis for your firm? Start the assessment.
Start assessmentWhat you get
Diagnosis. Proposal. ROI.
What to automate, what it saves, what we'd build it for.
Digital & AI Assessment Report
[Your Firm] · Insurance Brokerage
- 01Current state
~3 admins + 20 advisors, ~150 hrs/wk on client servicing, follow-ups, and renewal chasing.
- 02What to automate
Client self-service portal + CRM with renewal and cross-sell triggers. Removes 40 to 60% of admin work.
- 03Build proposal
Servicing portal → CRM triggers → proposal generator. ~HKD 280 to 380k, phased over 4 to 6 months.
- 04Payback
~4 months. Then ~HKD 70k/month freed for advisor-facing work.
Diagnosis
- Hours and HKD leaking, per workflow
- Top bottlenecks, named by team
- Underused tools you already pay for
Proposal
- Scope per phase, defined upfront
- Timeline in weeks, not months
- Line-itemed HK prices, no surprises
ROI
- Payback month, per phase
- Monthly savings forecast
- HKD shifted to revenue work
Why is this free?
We earn when you build, not when you think.
If the report is specific enough to act on, most clients ask us to build it with them. If not, you walk away with a working document and we go improve our process. That is the bet we are making.
Yours to keep
Take the report to any vendor or build internally. No strings.
No pushy sales
No hard sell, no pressure.
Your data, protected
Encrypted at rest, only seen by senior consultants, deleted on request.
FAQ
Common questions before you start.
Is this really free?
Yes. No card. No commitment. The report is yours to keep, even if you build with someone else.
How long does the survey take?
About 10 minutes. We skip questions that do not apply to your industry.
When do I get the report?
Within 3 business days, by email. No phone call unless you ask for one.
Will you call me?
Only if you reply asking for it. The report stops at email unless you continue the conversation.
Who sees my information?
Only the senior consultants on our team. Encrypted at rest. Deleted on request, no questions asked.
What size of company is this for?
Best fit: 20 to 200 employees, owner or partner led. Smaller or larger, we will refer you to a better match.
What if I don't want to engage you after?
Keep the report. Build internally, hire someone else, or shelve it. We will not chase you.
Ready?
Same team. At least 2× the output.
No card, no call, no catch. The report is yours either way.
Start assessmentIndustries we work with
- Insurance Brokerage / Wealth Advisory
- Accounting / Legal / Audit
- Import / Export Trading
- Manufacturing
- Logistics & Freight Forwarding
- F&B / Restaurant Group
- Construction / Interior Contractor
- Retail / E-commerce
- Healthcare / Clinic
- Beauty / Wellness / Fitness
- Education / Tutoring / Training
- Tech / SaaS / IT Services
- Marketing / Agency / Creative
- Real Estate / Property
- Hotel / Travel / Hospitality
- NGO / Non-profit / Social Enterprise
- Other / Not listed