We build AI that takes the repetitive work off your team's hands. Made for your firm, connected to your tools, and owned by you.
Every firm is picking up the same models. What they cannot pick up is your firm's internal knowledge and its AI-native processes.
Your firm's knowledge should be your advantage.
Find the right prospects, understand why now and prepare an introduction worth sending.
Turn your firm’s expertise into posts, campaigns and newsletters your team can approve in one place.
Respond while the enquiry is fresh. Qualify the request, find the right person and get the next step booked.
Pull the important facts out of contracts, policies and reports. See what needs attention, and the source behind every answer.
Turn the information you already have into completed applications and intake forms, ready for a person to check.
Ask a question across your firm’s records. Get a useful answer with the emails, documents and notes behind it.
Your people, knowledge and agents in one workspace. Built around your firm, with your name on the door.
Use past proposals to draft a response in your firm's voice, check requirements and flag upcoming deadlines.
Bring client history, market context and open questions into one useful brief before the call.
Put your team's objection responses, follow-ups and cross-selling opportunities in reach when they need them.
Clean up stale records and find the clients and candidates worth reconnecting with.
Match great candidates to target employers and prepare an introduction to the right person.
Keep track of your market and turn relevant changes into useful briefs for the team.
Know when a past placement or client moves into a role that opens a new conversation.
Make your expertise easier to find across search engines and AI answers.
Bring campaigns, content and enquiries together so you can see what generates leads.
Your logo in the corner. Your team in control. We build and maintain it. You own it.
Good morning, Alex.
Humanis Executive Search replaced three separate SaaS tools with a single Cambridge Agents workflow that handles candidate research, decision-maker identification, and personalized outreach.
“We used to pay for tools that only did pieces of the job. Cambridge Agents gave us one system that actually understands our candidates and our clients — and we own it.”
IQ PARTNERS built a custom candidate-marketing and relationship-tracking system in a five-day sprint, retiring two external platforms.
“The first question we now ask is whether Cambridge Agents can do it. Most of the time the answer is yes — and we have the code and the data at the end of the week.”
BrokerUnion Insurance replaced its application-prep and renewal SaaS stack with agents that pull client documents, flag missing information, and draft submissions.
“Cambridge Agents didn’t just save us money. It gave our brokers something that actually knows our book of business and our carriers. Support tickets basically disappeared.”
Dorchester Insurance Brokers deployed firm-wide agents for intake, document review, and speed-to-lead after cancelling multiple point solutions.
“With Cambridge Agents the constraint is no longer software or headcount — it’s how many good ideas we can feed it. We’ve retired systems we thought we were stuck with.”
Firms with valuable expertise and too much work between them and their clients.
Applications, renewals and client documents, prepared for your brokers to review.
Candidate matching, relationship tracking and outreach that opens a conversation.
Client intake, document review and firm knowledge, ready when the matter needs it.
Referrals, forms and appointment administration, organised around your staff.
Company research, deal sourcing and diligence documents, brought together.
A clear scope, working software and a system your team owns.
Co-founder · Technology
Co-founder & COO
A focused workflow with a clear finish line. We use the first two days to choose the work and agree the scope. Larger systems are broken into separate pieces, so each sprint delivers something useful.
Yes. We hand over the custom code, workflows, documentation and accounts. We can maintain and improve it for you, while you retain ownership. Any third-party software remains subject to its own licence.
We agree the build fee and estimate ongoing AI, data-tool and hosting costs before you commit. Those services run in accounts you control. Ongoing development and support are optional and scoped separately.
We agree which systems and records the workflow can access, who can use it and what needs human approval. Data handling and provider settings are part of the scope, so your firm can check the design against its obligations.
We work with your existing systems wherever practical. If a custom workspace is useful, we put your branding on it and train your team before handover.
Book a 30-minute call. Bring a workflow you'd like to improve, and we'll talk through what we can build.