Davie Holt

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Davie Holt

Davie HoltDavie HoltDavie Holt
  • Home
  • Insurance Professionals
  • HelpWithAi
  • About Davie
  • Contact Me

Transform Your Agency with AI That Works

Practical AI strategies built specifically for insurance agencies. From automation to client acquisition — stop guessing, start growing.

Book a Strategy Call
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The Community for Forward-Thinking Agency Owners

AI Rockstars Mastermind

Connect with other independent agents who are using AI and smart systems to run leaner, more profitable agencies. Get weekly insights, live walkthroughs, and real talk about what's actually working in the industry right now. No fluff. No theory. Just operators sharing what moves the needle.

Join AI Rockstars Now!

AI Solutions for Insurance

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Lead Generation & Nurture

AI-powered lead scoring, automated follow-up sequences, and intelligent prospecting that fills your pipeline on autopilot. Stop chasing — start attracting.

Download the Free AI Guide

Quoting & Underwriting

Slash quoting time with AI assistants that pre-fill applications, compare carriers, and surface the best options instantly. Faster quotes, happier clients, more business.

Book a Strategy Call

Client Retention & Service

Predictive churn models, automated check-ins, and AI chatbots that handle routine inquiries — keeping clients happy while freeing your team to focus on growth.

Book a Strategy Call

Marketing & Content

AI-generated content calendars, social media automation, and targeted campaigns that position your agency as the local authority. More visibility, less effort.

Download the Free Marketing Plan

The Coaching Process

Step 1 - Discovery Call

Step 3 - Implement & Scale

Step 1 - Discovery Call

We map out where you are, your goals, and the biggest opportunities for AI in your agency. No pitch. No pressure. Just a real conversation about what's possible.

Step 2 - Custom Roadmap

Step 3 - Implement & Scale

Step 1 - Discovery Call

I build a tailored AI implementation plan with specific tools, workflows, and milestones for your agency. No cookie-cutter approach — every roadmap is built around your unique needs.

Step 3 - Implement & Scale

Step 3 - Implement & Scale

Step 3 - Implement & Scale

We build together in live sessions — screen shares, real implementations, hands-on AI deployment. Then we measure results, refine workflows, and scale what's working. Ongoing support to keep your momentum.

What Owners Are Saying

David Watson, RiskAdvisor

David Watson, RiskAdvisor

David Watson, RiskAdvisor

"Davie helped us increase our closing ratio and gave us a real system to scale our sales team. He doesn't just give you theory. He gets in the trenches with you. Our producers are more confident, our pipeline is fuller, and we're closing deals we used to lose. Best investment I've made in my agency."

The Hicks Agency

David Watson, RiskAdvisor

David Watson, RiskAdvisor

"We brought Davie in to help us figure out our marketing and social presence. Within weeks we had a content plan we could actually execute, our brand messaging was dialed in, and leads started coming in from channels we'd never tapped before. He just gets how small businesses need to show up online."

Speaker. Coach. AI Strategist. Built for Leaders Who Ship.

Book a free strategy call and let's map out your agency's AI transformation together.

Book Your Free Discovery Call

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