YCA Insurance.
A bilingual agency run from one AI-assisted system, plus the website that brings clients in.
- Client
- YCA Insurance, Orlando, FL
- Services
- Custom Software, AI & Automation, Websites
- Year
- 2026
- Live
- ycainsurance.com
The brief.
YCA Insurance helps Florida families with health, life, auto and Medicare coverage, in English and Spanish. The agency needed one place to run everything: clients, policies, renewals, documents and follow-ups, plus a way for clients to find answers on their own, day or night.
2
Languages, English and Spanish
4
Kinds of users, from agents to clients
May 2026
First version shipped
What we built.
Clients and renewals in one place
Every client, policy and renewal date on one screen, with reminders so nothing slips.
Documents and e-signatures
Upload, store and sign paperwork without printing, scanning or chasing email attachments.
A bilingual client portal
Clients sign in to see their policies and documents in English or Spanish.
A shared WhatsApp inbox
The whole team answers client messages from one inbox inside the CRM.
AI that does the busywork
An AI helper maps imported spreadsheets, drafts replies and speeds up everyday tasks.
An AI phone assistant
A voice assistant that can pick up calls and help clients when the office is busy.
Under the hood.
A modern web app with secure sign-in, its own database on a private server, and file storage for documents. Usage-based billing for the AI features runs through a billing service we built and shared across our insurance products.
Bring
the idea.
A rough sketch, a problem, or just a hunch. Tell us in your own words and we’ll reply with how we’d make it happen.
- Based in Florida
- Serving clients across the US