Implementation

Go Live Faster with Expert Guidance

Our implementation team ensures a smooth rollout of Prudens AI in your agency. From configuration to training, we handle the details so you can focus on serving your clients.

Week 1-2 Discovery & Setup
Week 3-4 Configuration & Testing
Week 5-6 Training & Launch

What's Included

Everything you need for a successful deployment

Dedicated Project Manager

A single point of contact who owns your implementation from kickoff to go-live and beyond.

System Integration

Connect Prudens AI to your AMS, CRM, and carrier systems with pre-built or custom connectors.

Custom Configuration

Tailor AI prompts, workflows, and automation rules to match your agency's processes.

Data Migration

Safely migrate historical data from existing systems with validation and cleanup.

Team Training

Role-based training sessions for CSRs, producers, and managers with recorded sessions for new hires.

Go-Live Support

On-call support during your first weeks live to address questions and optimize workflows.

Implementation Timeline

Typical 6-week implementation for mid-size agencies

1

Kickoff

Meet your team, define goals, and establish timeline milestones.

2

Configure

Set up integrations, customize AI behavior, and configure workflows.

3

Test

Validate with real scenarios in a sandbox before production.

4

Train

Hands-on training for your team with Q&A sessions.

5

Launch

Go live with monitoring and immediate support availability.

Ready to Get Started?

Our implementation team is ready to help you go live with confidence.

Schedule Your Kickoff