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GSP Pipeline.

A CRM that works the pipeline with you.

An AI-native CRM for a commercial insurance brokerage that drafts follow-ups, scores every deal, and tells producers which account needs attention today.

Interactive demo, drive it yourself

Sample accounts and drafted follow-ups. Drive it yourself.

demo.aicrm.gsp

Pipeline: Dana M. · 3 accounts need attention

AI ranked

▸ Click an account to see what the AI recommends.

Next best action

Select an account .
the AI has already read the file.

A typical scenario

“Producers manage dozens of open opportunities each in spreadsheets. Renewals slip, follow-ups go stale, and forecasting is a guess.”

Fictional, like the demo's data. It describes the kind of firm this system is built for.

What we build

  • A deal board that names the next action on every card
  • Follow-up emails drafted in each producer's voice, ready to send
  • Renewal risk scored from activity and email signals
  • One-click sync with the existing policy system

What you receive at handover

  1. 01The code and the hosting, under your own accounts
  2. 02A runbook, an eval set and the test log
  3. 03A working session that trains your team on the system
  4. 04Us on the pager afterwards, for as long as you want

Built in five stages: map, train on your methodology, build, host and operate, hand over with training. The prototype is working software in two to four weeks, tested on your real data.

More live demos

Legal

GSP Counsel

A law practice that onboards, drafts and reviews, automatically.

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Outbound

GSP Reach

Outbound that researches before it writes.

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Voice

GSP Voice

Every call answered. Every appointment booked.

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Want Pipeline for your team?

A system like this starts with one call about where the hours go in your sales work.

Book an intro call

01 a reply within one business day / 02 a 30-minute call /03 a written recommendation: build, buy, or don't bother