Noah Walsey · Consulting
Noah Walsey · AI builder · Atlanta, GA

I’m a Risk Management student at the University of Georgia (B.B.A., May 2027) working where insurance meets AI. I run my own team of AI assistants every day. Now I set the same thing up for small businesses.

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See it work · sample walkthrough

A request becomes a draft, then waits for you.

This is how every job runs on my own setup, and how it would run for you. You choose which emails wait for your OK and which routine ones send on their own. The walkthrough below is a sample with placeholders, not a real client or message.

  1. Request comes inYou or your staff ask in plain words.
  2. Assistant writes a draftIt pulls what it needs and writes the message.
  3. Draft waits for your OKApproval-first by default. Routine emails can skip this step if you choose.
  4. You approve, it sendsOne tap, or edit it first.
  5. Logged and checkedIt lands on the tracker and gets a follow-up check.
Chief of StaffSample
YouRemind the client whose policy renews in 30 days, and offer to review their options.
AssistantFound it on the renewal list. Drafting the reminder now.
To: [Client name]Waiting for your OKApproved
Your policy renews next month

Hi [first name], your policy renews on [renewal date]. Want me to pull together your options before then?

[Your name], [Your agency]

EditApprove
AssistantSent. Logged on the tracker, and a follow-up check is set.
How we start

Three steps, no long contract.

Start with a free scan. If an assistant can’t take the job, I’ll tell you so.

01 · Free

20-minute workflow scan

We look at one job your team repeats every week, and I tell you honestly whether an assistant can take it. In person in metro Atlanta or online.

It is not a sales deck.

02 · 30 days

Pilot on one workflow

Built on your real examples. It runs read-only beside your team first, then goes live once the output is accurate for 2 weeks.

Fixed fee, quoted after the scan.

03 · After

Hand-off or monthly care

You own the setup and I train your team. Or I run, monitor and tune it month to month.

Stop any month if it isn’t saving you time.

Services · everything I can set up

Pick the job. I’ll build the assistant.

Every card says what it is, what it replaces, what you get and where you approve. The tag is honest: Running means I run it on my own work today, Demo built means there’s a working demo you can see, and Set up for you means I build it for your business on request.

Outreach bot

Demo built
What it is
Finds businesses in public records, writes a personal first email for each, and tracks replies and follow-ups.
Replaces
Copying names out of directories and writing cold emails one at a time.
You get
A ranked lead list, drafted first emails and a reply tracker.
Approval
First emails to new prospects are approval-first by default: you approve each one before it sends. Routine follow-ups can wait for you too, or send on their own. Your choice.
See the screenshot →

Lead intake to CRM

Demo built
What it is
Takes every web form, call note and email lead and puts it in one clean list with the next step and an owner.
Replaces
Leads scattered across a form inbox, voicemail and a notebook.
You get
One lead list with next steps, plus a drafted first reply for each new lead.
Approval
You pick: approve each first reply, or let the routine “got it, we’ll be in touch” confirmation send on its own.
See the screenshot →

Lead follow-up to booking

Set up for you
What it is
Keeps new leads warm with timed texts and emails until they book a call.
Replaces
Leads that go cold because no one followed up.
You get
A follow-up sequence matched to your services and hours.
Approval
You approve the sequence once. Then you pick: approve each message, or let routine reminders send on their own.

SMS and email reactivation

Set up for you
What it is
Reaches out to old leads and past customers already sitting in your list.
Replaces
A customer list that never gets used.
You get
A drafted campaign for the people most likely to come back.
Approval
You approve the list and every message.

Voice AI receptionist

Set up for you
What it is
Answers calls, takes the details and books the appointment, then texts you a summary.
Replaces
Missed calls and voicemail tag.
You get
A phone assistant that only says what you approved.
Approval
It works from your script, and anything unusual goes to you.

Missed-call text back

Set up for you
What it is
Texts back anyone whose call you missed, so the conversation keeps going.
Replaces
Callers who hang up and call someone else.
You get
A short, friendly text that goes out from your number.
Approval
You write and approve the text once, up front.

FAQ and website chat

Demo built
What it is
Answers common questions on your site from your own FAQ, hours and service list, and hands anything else to you.
Replaces
The same ten questions by phone and email every week.
You get
A chat box that only answers from what you wrote.
Approval
It never quotes prices or coverage, and anything unsure becomes a message for you.
See the screenshot →

Inbox triage and front desk

Demo built
What it is
Sorts incoming email into quote requests, claims, service and junk, and drafts replies for the ones that need one.
Replaces
Reading every email to find the three that matter today.
You get
Labeled email and ready drafts.
Approval
You pick: approve each reply, or let routine confirmations send on their own. Claims, money and coverage replies stay approval-first.
See the screenshot →

Scheduling assistant

Demo built
What it is
Offers open times, books meetings on your calendar and drafts reminders before them.
Replaces
Five emails back and forth to find a time.
You get
A booking flow tied to your calendar, plus reminder drafts.
Approval
You set the hours it can book. Reminders wait for your OK.
See the screenshot →

Review reply drafter

Demo built
What it is
Watches your Google reviews and drafts a thoughtful reply to each one, good or bad.
Replaces
Reviews that sit unanswered for weeks.
You get
A queue of reply drafts in your voice.
Approval
Replies wait for your OK by default. You can let routine thank-yous to good reviews post on their own. Low ratings always wait for you.
See the screenshot →

AI social media manager

Running
What it is
Turns one idea into short videos for TikTok, YouTube Shorts and Instagram Reels, checks every frame, posts on schedule and confirms each post went live.
Replaces
Filming, editing and posting the same clip three times by hand.
You get
Videos and captions in your brand, posted on schedule, with a weekly report.
Approval
Nothing posts until you OK the clip and caption.

Newsletter manager

Demo built
What it is
Collects the week’s news and your updates, drafts a weekly issue in your voice and keeps the subscriber list.
Replaces
The newsletter you keep meaning to send.
You get
A drafted issue each week and an opens report.
Approval
You pick: approve each issue, or let it send on its own on schedule.
See the screenshot →

Facebook ads with split tests

Set up for you
What it is
Runs several ad versions side by side, keeps the winners and cuts the losers.
Replaces
Guessing which ad works.
You get
Ad versions, a test plan and a plain weekly readout.
Approval
You approve every ad and the budget before anything runs.

AI video ads

Set up for you
What it is
Short ad videos made with AI for your offer and your area.
Replaces
Paying a studio for every new ad.
You get
A batch of ad cuts to test.
Approval
You approve each cut. AI content is disclosed where the platform requires it.

Websites and landing pages

Demo built
What it is
Fast, clean pages that explain what you do and capture the lead.
Replaces
An outdated site that doesn’t bring in calls.
You get
A page you own, with a form that reaches you.
Approval
You approve the copy and design before it goes live.
See the screenshot →

AI search visibility check

Set up for you
What it is
Checks whether AI assistants and search recommend your business, and who they name instead.
Replaces
Not knowing why the phone is quiet.
You get
A one-page snapshot and three fixes to try.
Approval
A report for you only.

Tracking and attribution

Set up for you
What it is
Shows which ad, post or call actually brought in each customer.
Replaces
Spending without knowing what works.
You get
Tagged links, call sources and one simple view.
Approval
Read-only. It changes nothing on its own.

Document intake

Demo built
What it is
Reads the forms and PDFs people send you and pulls the fields into a spreadsheet row.
Replaces
Retyping applications and forms by hand.
You get
Clean rows in a sheet, ready to use.
Approval
Each row is flagged until someone checks it against the original.
See the screenshot →

Inbox to tracker

Running
What it is
Turns deal and lead emails into tracker updates on a schedule.
Replaces
Copying details from email into a spreadsheet.
You get
A tracker that stays current, twice a weekday.
Approval
It updates your tracker only. Nothing is sent.

Timecard to invoice

Set up for you
What it is
Turns timecards into invoices and routes a weekly report.
Replaces
Hours of billing prep every week.
You get
Invoices ready to review and a report for the owner.
Approval
Every invoice waits for review before it goes out.

AI CRM

Set up for you
What it is
Every lead, call and follow-up in one place, kept up to date by AI.
Replaces
A CRM nobody updates.
You get
One clean pipeline with next steps.
Approval
Outgoing messages wait for your OK.

Chief of Staff and custom agents

Running
What it is
One front door your team talks to, with small assistants behind it that each own one job.
Replaces
Tasks that slip because no one owns them.
You get
A board, an approvals list and assistants sized to your team.
Approval
Anything that touches another person waits for a yes.

Complete AI overhaul

Set up for you
What it is
Website, intake, CRM, follow-up and back office rebuilt around AI, one piece at a time.
Replaces
A patchwork of tools that don’t talk to each other.
You get
A step-by-step plan, then each piece built and handed off.
Approval
You approve each step before the next one starts.

Renewal and quote reminders

Demo built
What it is
Reads your policy list, catches renewals at 60, 30 and 14 days plus anything lapsed, drafts the reminder and builds a call list.
Replaces
Renewal spreadsheets and sticky notes.
You get
A most-urgent-first queue of reminders and a call list.
Approval
You pick: approve each reminder, or let routine renewal reminders send on their own. Anything about coverage or money stays approval-first.
See the screenshot →

Certificate request helper

Set up for you
What it is
Spots certificate requests in the inbox, pulls the details and drafts the request and reply.
Replaces
COI requests buried between calls.
You get
Drafts ready for staff, logged on a tracker.
Approval
Staff reviews and approves every certificate and reply.

Loss run tracker

Set up for you
What it is
Drafts loss run requests to carriers and tracks each one until it comes back.
Replaces
Chasing carriers from memory.
You get
A list of open requests and drafted nudges.
Approval
You approve every request before it goes out.

Weekly owner report

Demo built
What it is
Every Monday, one short email with what came in, what is waiting on you and what renews this week.
Replaces
Digging through five tools to know where things stand.
You get
One Monday email to you only.
Approval
It drafts the report to you. Nothing goes to anyone else.
See the screenshot →

Live dashboards and daily audit

Running
What it is
A daily operations dashboard and pipeline board, rebuilt from the source data, with an audit of every assistant.
Replaces
Not knowing what ran and what broke.
You get
One screen per job, last-updated time and “unknown” instead of guesses.
Approval
Read-only.

Signal Desk: Comp Clock

Running
1,143 Georgia employers renewing in 90 dayspulled Oct 20, 2026, 1:46 PM ET
What it is
Georgia companies whose Texas comp policy renews in the next 90 days.
Replaces
Stale bought lists and guessing who to call.
You get
A workers’ comp lead list, re-pulled from the public source, with a “why now” on every row.
Approval
You choose who to contact. Phone numbers and emails are never shown, and people appear as initials.
See the screenshot →

Signal Desk: Fresh Raise

Running
81 Georgia operating companies on my listpulled Oct 20, 2026, 1:45 PM ET
What it is
Georgia companies that just told the SEC they raised money.
Replaces
Stale bought lists and guessing who to call.
You get
A benefits and d&o lead list, re-pulled from the public source, with a “why now” on every row.
Approval
You choose who to contact. Phone numbers and emails are never shown, and people appear as initials.
See the screenshot →

Signal Desk: New Haulers

Running
372 new for-hire carriers in Georgiapulled Oct 20, 2026, 1:46 PM ET
What it is
New for-hire trucking companies registered in Georgia this month.
Replaces
Stale bought lists and guessing who to call.
You get
A commercial auto lead list, re-pulled from the public source, with a “why now” on every row.
Approval
You choose who to contact. Phone numbers and emails are never shown, and people appear as initials.
See the screenshot →

Signal Desk: Storm Desk

Running
25 reports in Georgiapulled Oct 20, 2026, 1:47 PM ET
What it is
Every hail, wind and tornado report across Georgia and the Southeast, last 30 days.
Replaces
Stale bought lists and guessing who to call.
You get
A property claims lead list, re-pulled from the public source, with a “why now” on every row.
Approval
You choose who to contact. Phone numbers and emails are never shown, and people appear as initials.
See the screenshot →

Signal Desk: New Agencies

Running
1,673 agencies newly licensed in 90 dayspulled Oct 20, 2026, 1:49 PM ET
What it is
Insurance agencies that just got licensed in Texas, Georgia-based ones first.
Replaces
Stale bought lists and guessing who to call.
You get
A agency vendors lead list, re-pulled from the public source, with a “why now” on every row.
Approval
You choose who to contact. Phone numbers and emails are never shown, and people appear as initials.
See the screenshot →

Signal Desk: Nonprofit Ledger

Running
1,231 metro Atlanta charities on my listpulled Oct 20, 2026, 1:50 PM ET
What it is
Every mid-size metro Atlanta charity, with its own 990 numbers.
Replaces
Stale bought lists and guessing who to call.
You get
A nonprofit d&o lead list, re-pulled from the public source, with a “why now” on every row.
Approval
You choose who to contact. Phone numbers and emails are never shown, and people appear as initials.
See the screenshot →

Signal Desk: Device Clears

Running
27 Georgia clearances in 2026pulled Oct 20, 2026, 1:51 PM ET
What it is
Georgia companies the FDA cleared to sell a new medical device this year.
Replaces
Stale bought lists and guessing who to call.
You get
A product liability lead list, re-pulled from the public source, with a “why now” on every row.
Approval
You choose who to contact. Phone numbers and emails are never shown, and people appear as initials.
See the screenshot →
Showcase · work I’ve built

Things I’ve already built, running on my own work.

Every project here is something I run for myself today. Tap a row to see what it does and what it would look like for your business.

40assistants on my fleet auditOct 20, 2026
7lead machines on live public datapulled Oct 20, 2026
20 minbetween self-checks on posting jobsmy own schedule
1approvals list, nothing sends without a yeshouse rule
AI social media managerWrite, build, post, verifyRunning›

What it does

  • A team of assistants that writes, builds and posts short-form videos on a schedule to TikTok, YouTube Shorts and Instagram Reels.
  • Checks every frame for legibility and safe zones before anything posts.
  • Confirms each post actually went live, checking every 20 minutes, and makes up any missed slot.
  • Cross-posts a fresh version of each video to YouTube Shorts and Instagram Reels with a new hook, a new title and licensed royalty-free music.
  • Reports on a dashboard with one row per account, a last-updated time, and “unknown” instead of guesses.
TikTok YouTube Shorts Instagram Reels Frame checks Live verification

For a client

Your brand’s short videos made and posted on schedule to TikTok, YouTube Shorts and Instagram Reels, every post checked before and after it goes out, and one weekly report. You approve every post.

Signal Desk: insurance lead machinesPublic records to leadsRunning›

What it does

  • 7 machines, each reading one free government file or API and filtering it down to businesses that likely need coverage now.
  • Each row carries its “why now” reason, like a new trucking authority, a comp renewal inside 90 days or a first device clearance.
  • Every number comes from the source, missing data says “unknown,” and people show as initials. No phone numbers or emails.
Commercial auto Workers’ comp Property claims D&O

For a client

A weekly list for your lines and your territory, re-pulled from the source, with the reason to call on every row. See the case study below.

AI Chief of Staff + assistant fleetThe front doorRunning›

What it does

  • One Chief of Staff assistant takes every request and routes it to a desk assistant with one job.
  • Keeps a single board and one approvals list, so nothing gets re-asked or lost.
  • Drafts emails and messages as cards. I tap approve before anything goes out.
  • A daily audit checks every assistant’s schedule and flags waste and problems on a dashboard.

For a client

Same shape, sized to your team: one front door your staff can talk to, with a few assistants behind it that each own one boring job.

Live dashboardsOne screen per jobRunning›

What it does

  • A daily operations dashboard and a pipeline board, each rebuilt from the source data.
  • Unknown numbers show as “unknown” instead of guesses. Times are shown in Eastern.

For a client

A Monday one-pager: what ran, what it found, and what is waiting on you.

Back-office prototype for a small Atlanta firmTimecard to invoiceIn build›

What it does

  • A working demo that turns timecards into invoices and routes a distribution report.
  • Built as a first client pilot. Details stay private until the client says otherwise.

Status

Prototype built. Pilot not started yet.

The workflow · AI social media manager
Step 1

Idea

Topics picked and checked against what has already run.

Step 2

Script

A short script with a strong opening line.

Step 3

Build video

Voice, visuals and captions assembled into a vertical video.

Step 4

Frame check

Every frame checked for legibility and safe zones.

Step 5

Post

Published on schedule to TikTok.

Step 6

Verify live

Checked every 20 minutes. A missed slot gets a make-up post.

Step 7

Cross-post

A fresh version goes to YouTube Shorts and Instagram Reels with a new hook, title and licensed music.

Step 8

Weekly report

One row per account, last-updated time, “unknown” instead of guesses.

Case study · my own build

One public file, one clean call list.

New Haulers is one of my seven Signal Desk machines, all listed in the services catalog. It reads the federal trucking census and keeps only brand-new Georgia carriers that haul for hire. These counts are copied from its saved run.

510 Georgia USDOT records added in 30 days
minus 135 set aside: private fleets, not for hire
minus 3 set aside: government
372 for-hire carriers on my list
228 of them based in metro Atlanta.
Source: FMCSA Motor Carrier Census · window Sep 20, 2026 to Oct 20, 2026 · pulled Oct 20, 2026, 1:46 PM ET

Why now

A new for-hire carrier has to file proof of auto liability before its authority goes active. That makes this the cleanest new-business commercial auto list in the state.

SAMPLE ROWS · NOT REAL LEADS
TriggerWhoWhy now
NEWNew carrier, 3 trucksFor hire, liability filing needed before authority goes active
NEWOwner-operator, 1 truckAdded this month, metro Atlanta

Truck counts are what each carrier declared, not an audit. Addresses, phone numbers and emails are on the federal record, but I never show them.

For independent agencies

Built for how agencies actually work.

I study insurance and risk and work part-time in insurance operations, so I start with the jobs that fill an agency’s inbox. I work around the agency management system you already use and confirm what access it allows before I build anything.

Certificate requestsSpotted in the inbox, details pulled, request and reply drafted for staff to approve.
Renewals at 90, 60 and 30 daysA renewal list from your book, with a reminder and a draft check-in at each mark.
Loss runsRequests to carriers drafted and tracked until each one comes back.
Quote follow-upEvery open quote gets a scheduled follow-up draft, so none go quiet.
Endorsement requestsChange requests logged, routed and tracked until they’re done.
Certificate request · a process comparison, not a time study

The manual way

  1. The request lands in a shared inbox.
  2. Someone notices it between calls.
  3. They look up the policy and the holder.
  4. They fill in the certificate and type a reply.
  5. No one tracks whether it went out.

With an assistant

  1. The request lands and gets flagged right away.
  2. It pulls the insured and holder details from the email.
  3. It drafts the certificate request and the reply.
  4. Staff reviews and taps approve.
  5. It’s logged on the tracker as done.
Who you’re hiring

No agency, no hand-offs. You work with me.

Noah Walsey
  • Risk Management at the University of Georgia. B.B.A., May 2027.
  • Part-time in insurance operations. I build around how agencies actually work.
  • I run my own team of AI assistants every day, under the same rules on this page.

If AI isn’t the answer for your business, I’ll tell you.

Open to roles

AI transformation or insurance analytics

Atlanta · starting May 2027

How I work

The rules my assistants run under.

The same rules apply to my own setup and to anything I build for you.

You choose what sends on its own.Routine emails like reminders and confirmations can go out automatically if you want. Risky ones wait as drafts until a person says yes.
Least access, careful data.Each assistant only touches what its job needs. No phone numbers or emails on public demos, and Do Not Call and CAN-SPAM rules followed.
No made-up numbers.If the data isn’t there, the report says “unknown.” Fast-changing facts get rechecked at the source.
It checks its own work.Scheduled checks confirm each job ran and flag misses before you notice.
Show, don’t pitch.Every conversation starts with a working demo on your own examples.
One niche, one workflow at a time.Independent agencies in metro Atlanta first. I’m still in school, so I keep it small and do it right.
Now · updated Oct 20, 2026
  • Running 7 Signal Desk lead machines on live public data for Georgia insurance lines.
  • Starting with independent agencies in metro Atlanta, 2 to 20 staff, warm introductions first.
  • First pilot: a back-office workflow for a small Atlanta firm. Prototype built.
  • Recording a short screen capture of the approve flow for this page.
  • Finishing my B.B.A. at UGA, May 2027.

I judge each piece at day 90 before adding anything new.

Questions business owners ask

FAQ, straight answers.

Will it email my clients without my OK?

Only if you choose. You pick: approve every email, or let routine ones like reminders, confirmations and newsletters send on their own. First-touch outreach, claims and anything about money or coverage stay approval-first by default. The demos on this page never send anything.

Do I have to switch my agency management system?

No. I work around the system you already use. I confirm what access it allows before I build, and if it limits access, I tell you up front.

Where does my client data live?

In your accounts. Each assistant only gets the access its one job needs, and I never put phone numbers or emails on public demos.

What if it makes a mistake?

Drafts get reviewed before they go out, scheduled checks confirm each job ran, and anything the data can’t support shows as “unknown” instead of a guess. The pilot runs read-only beside your team before it goes live.

Why work with you instead of a bigger agency?

You work with the person who builds it. I run a team of AI assistants on my own work every day under these same rules, I know insurance operations from the inside, and I take one workflow at a time so it ships right instead of sitting in a backlog.

What does the scan cost?

Nothing. The 20-minute scan is free. If a pilot makes sense, it’s a fixed fee quoted after the scan. If AI isn’t the answer, I’ll say so.

Work with me

Got a job your team hates doing? Send it to me.

Book a free 20-minute scan, or tell me about the job and I’ll reply.

Book a 20-minute scan (opens in a new tab)

Or email me directly: noahwalsey@gmail.com · Atlanta, GA

This sends your message straight to my inbox. If it can’t send from here, it opens your email app instead.

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