Call intelligence on the broker's own phone line
Every recorded call transcribed with private details removed, summarized, and turned into dated follow-ups. The asset: years of client conversations no public model has heard.
Read the write-up →
AI defensibility for licensed and custody-based businesses
Protect the part of your business AI can't replace.
AI now hands your clients the explanations, comparisons and estimates you used to bill for. It can't replace your license, your lender and carrier access, your job history or your client relationships. I find which part of your revenue is exposed, then build the systems that run on the part that isn't.
Tom Aimone, founder. Nearly thirty years in technology and operations, including nine at AWS and eleven at Bloomberg.
Where the split falls
The same pattern, business by business. Mortgage first, because that is where my client work is.
| Business | Knowledge half: now cheap or free | Solid half: what we build on |
|---|---|---|
| Mortgage brokers | Program rules, qualification, rate education | Lender access, pricing sheets and overlays, your loan system, licensing |
| Insurance agencies | Policy explanations, coverage comparisons | Carrier appointments, binding authority, your book of business |
| Contractors | Estimating basics, code questions, how-to | Your job history, crews, bonding, local pricing |
| Property managers and IT providers | Process know-how | Account custody, credentials, the cost of switching |
Three steps, each one earning the next
Step 1 · 1–2 weeks
Exposure Audit
Your revenue split into the knowledge half and the solid half. What's public that shouldn't be, what private data you hold, which roles get repriced, and a plan to protect and build.
$2,500–$5,000 fixedWhat's in the audit →Step 2 · 4–8 weeks
Moat Build
Protect the private asset, then put AI to work on it: intake on your lender or carrier rules, quotes from your own job history, intelligence from your calls.
Priced from the auditSee moat builds →Step 3 · monthly
Retainer
The system kept current: data flowing, models up to date, and a monthly review of what has become exposed since.
Priced after the buildHow pricing works →Every build starts with an audit. It is how I learn what your solid half is before building on it.
How a moat build works
Map
Split your revenue and your workflows into the knowledge half and the solid half.
Protect
Keep public what brings you leads. Lock down the private data that is your advantage.
Build
AI and automation on top of that private data, working in your systems by week one.
Run
Training, a runbook, and a retainer that keeps it current.
Moat builds in production
Each one runs on data only that client has.
Quotes from the firm's own job history
AI reads job photos alongside the firm's cost and insurance data to build quotes on demand. The asset: what this firm's jobs actually cost.
A pipeline built on the broker's loan data
Every call, text and email filed on the right client, with next steps and missing documents in one view. The asset: the broker's live pipeline and relationships.
Read the write-up →"I used to open every loan file each morning to see where things stood. Now one screen tells me who needs a call and what documents are missing."
Who this is for
AI defensibility
Licensed and custody-based businesses
- Mortgage, insurance, contracting, property management, managed IT
- 5–50 people, owner-run
- Feeling AI in lead flow or pricing
- Sitting on data a public model has never seen
Automation services
Everyone else who wants the work to run itself
Not licensed, or not ready for an audit? The same process-first method, applied to how your work gets done: Map, Fix, Build, Run.
Automation services →Start with a free fit call
Thirty minutes. Tell me what your business does and what data it holds; I'll tell you whether an Exposure Audit or automation services fit, and what I'd do first.