For Insurance Consultants
You Bring the Strategy. We Build the Systems.
We partner with consultants, coaches, and agency advisors to bring your big ideas to life—without you ever having to build a zap, map a workflow, or touch an API.
Built for Consultants Who Want More Than Suggestions
- 🧠 Strategy Alignment – We translate your vision into execution
- ⚙️ Tech Support – Full automation, integration, and system builds
- 🕶️ White-Labeled Delivery – You stay client-facing, we stay behind the scenes
What We Handle For You
- ✔️ Zapier and custom automation builds
- ✔️ CRM + AMS integration support
- ✔️ Custom client workflows and onboarding systems
- ✔️ Intake form design and tech mapping
- ✔️ Email and VOIP system integrations
- ✔️ Ongoing tech advisory + support
- ✔️ Branded delivery or white-label available
You Stay Strategic. We Handle the Tech.
- Insurance consultants
- Ops coaches and growth advisors
- Fractional COOs or integrators
- Marketing and lead gen strategists
- Workflow or SOP designers
Real Results from Behind the Scenes
"We Build Staxx helped us execute a full CRM transition for a client in under 30 days—fully automated and documented."
— Consultant Partner, FL
"I pitched a 5-figure automation build confidently knowing Mandy’s team could deliver. They did—and now I use them on every tech scope."
— Agency Ops Consultant, CO
Let’s Build Better Together.
Whether you need a tech execution team on standby or a true white-label partner, we’re ready to back you up—quietly, reliably, and expertly.