Your book of business is your life's work. Own it.
For independent advisors, insurance agencies, and lenders. Leads get worked while they're warm, renewals get caught before they lapse, and referral partners stay close, on a machine under your own roof.
The book is leaking, quietly.
The referral that came in Tuesday got a reply on Friday — and signed somewhere else on Wednesday. Renewals slip. Annual reviews slide to next quarter. Your CRM holds a thousand relationships nobody is touching. And the most sensitive information your clients ever handed anyone sits on a platform you don't control.
Live in week one.
The system your practice logs into turns on in week one, and that's the week the leak stops:
Referrals answered the hour they arrive.
Whether it comes by call, email, or web chat, the questions get handled and the meeting lands on your calendar while the lead is still warm.
Clients who prefer to text can text.
Quick questions and scheduling get handled over text, in your voice. (Texting turns on within a few days; carriers require a registration we file on day one.)
No call falls through quietly.
If one ever slips past, the caller gets a text back within seconds, and Tuesday's referral doesn't sign somewhere else by Wednesday.
Your reviews get looked after.
Happy clients get asked for a review, and every review gets a reply in your voice.
The whole book on one screen.
Every lead, conversation, and application in one place, with the calendar and reminders under it.
Ready for compliance review.
Client emails and campaigns get drafted in your voice, and nothing goes out until you've reviewed it.
All of that runs in week one. Renewals, referral-partner nurture, and the morning pipeline come next, built onto hardware you own.
Built for your practice.
Lead follow-up
Every new inquiry gets a fast response and lands with the right person.
Renewals and annual reviews
Policies and review meetings scheduled before they lapse.
Referral-partner nurture
The CPAs and attorneys who send you business hear from you before they forget you.
Morning pipeline
The deals and applications that need attention today, on one list.
Client milestones
Birthdays, policy anniversaries, the kid turning sixteen — reached on time, in your voice.
Your House Model.
It learns from your CRM, your client communications, and your book — until it works your relationships the way you would.
You spent a decade building the book.
Your clients, your referral network, your way of working. Put it all in someone else's platform and it lives on their terms — their pricing, their policies, their roadmap. Yours stays on hardware you own, under your roof.
Private where it matters. Audited everywhere.
Primare runs on two layers, each doing the job it's built for.
Your appliance.
The sensitive things — customer records, files, your House Model — live on hardware you own, in your building. Single-tenant: no other business on the box, no pooled data. There's no per-use meter either; local inference doesn't bill by the word.
Your platform.
The everyday tools — phones, texting, reviews, scheduling — run on a managed platform audited to the standards your IT or compliance reviewer will ask about: SOC 2 Type II attested, ISO 27001 certified, encrypted in transit and at rest, hosted in the U.S., independently penetration-tested.
Everything runs somewhere audited. Anything sensitive runs on hardware you own.
Your reviewer will want the detail. Where your data lives →
How we work.
Discovery Call
30 minutes. No pitch deck. We tell you straight if we can help, and if something simpler would serve you better, we tell you that instead.
Audit & Roadmap
A paid engagement. We map the work draining your team's hours and hand you a written plan for taking it back. The fee is credited to your build, and the plan is yours to keep either way: use it with us or without us.
Build & Install
We ship the hardware and turn the platform on first, so phones are answered and follow-up is running in your first week. The workflows built around your business come online over the next 4–8 weeks.
Operate & Expand
We watch it, tune it, and when something new would genuinely help your business, it gets built onto the box you already own. You run the business; we run the system.
Don't take this page's word for it. Ask the AI you already use.
An independent financial practice — advisory, insurance, or lending — is considering two ways to use AI: (a) consumer cloud AI subscriptions, or (b) a vendor-installed and vendor-maintained AI appliance that runs current open-weight models locally on dedicated AI hardware the practice owns — with a separate SOC 2–attested managed platform for phones, texting, and reviews. Considering the FTC Safeguards Rule, client financial data, retention, cost structure, and maintenance: what are the honest tradeoffs, and which would you lean toward for work that touches client financial information?
Whatever it tells you, bring it. Every question it raises — the hardware, the models, the maintenance, what happens if you ever leave — gets a straight answer on the Discovery Call. We built Primare to be questioned.