An agent's day is renewals, follow-ups, and explaining the same exclusions for the fifth time this week. Here's how AI drafts that work so you spend the time on clients, and the one line it never crosses: it does not tell anyone what cover they have or need.
What the setup unlocks: All four budget plans ($50–$500/mo) · copy-paste prompts · connector & MCP links · a setup checklist · cheaper swaps · an optional $29/mo subscription keeps it current
7-day money-back guarantee, no questions asked.
Claude
Pro
HubSpot
Free Tools
Free on this page: the full $50 starter stack, and every section of the sample plan. The $99 one-time setup unlocks all four budgets and the full setup sequence for YOUR plan, adapted to your answers, with a person checking the AI drafts. The optional $29/month afterwards keeps it current — updates land in dated batches.
Drafted follow-ups and a simple pipeline so no renewal slips.
$20/mo
2 tools
Unlocked by the one-time setupFind my plan
Leaves about $80/mo of your budget for usage costs and growth.
Source: Clutch AI pricing guide (checked Sep 23, 2026)
Preview — the $50 starter plan is shown in full · We re-check these prices in batches and show the date of the last check, but vendors change them whenever they like — always confirm on the vendor's site before you buy.
We don't just name one tool. For each pick we show money-saving alternatives that do the same job — and the $50 starter budget is your lean stack if you want the cheapest credible setup.
Same job, different budget. Swap any pick for one of these if it fits you better.
Instead of Claude:
Instead of Make:
In plain words — no tool names, no jargon. AI drafts; you approve.
One task a day, none over twenty minutes.
Renewal reminder · paste into Claude or ChatGPT
Here is one of them in full.
Client: [FIRST NAME]. Policy type: [TYPE]. Renewal date: [DATE]. Notes from our last conversation: [NOTES]. Draft a short, friendly renewal reminder that asks whether anything has changed (address, vehicles, business activity, household) and offers a review call at [TIMES]. Do not describe coverage, suggest cover, or mention any premium.
The other 2 are in the unlocked plan, each with a note on when to use it.
Ready-to-run agent recipes with guardrails, plus the MCP servers that plug your AI into the apps you already use.
One of them, in full:
The remaining 1 are in the unlocked plan, with the guardrails set for your business.
Step-by-step, in plain English. Included with the plan:
The one-time setup unlocks the full step-by-step setup sequence and every ready-made automation, customized to your answers.
Unlock this plan — $99Full how-to for each automation is included in the plan.
Policy documents, claims, and the health or financial details inside them are sensitive personal data. A model on your own computer can draft file notes and explainers from them with nothing leaving the office.
Free local runner
OllamaRunning locally keeps data in the office; it does not change the licensed line. Coverage answers still come from an agent.
Setup — no cost, no account
The one-time setup gets you the full plan — setup steps, automation guides, prompts, connectors — adapted to your answers, with a person checking the AI drafts. That is the whole purchase — nothing continues after it. About a month later you can add an optional monthly subscription that keeps the plan describing the market that exists: prices, better tools, and new options as they appear. Stop it whenever you like and you keep everything you bought, frozen at its last snapshot.
7-day money-back guarantee, no questions asked.
Every plan includes consultation for the specific questions your business throws up — a step that doesn't match your setup, a tool you already pay for, a price that moved. A consultant at Dapols answers within 24–48 working hours. It isn't instant, and it isn't a bot you argue with.
Consultation with a person, up to 4 times a month
If your scope is bigger than one plan — several workflows, unusual systems, or an integration that needs a person — that's a custom engagement, quoted and invoiced directly, not through our checkout.
