RevMatic AI
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How can AI help an insurance agency, a law firm or an accounting office? Professional offices. See what an audit finds.

Eight example audits for insurance agencies, accounting and bookkeeping, financial advisors, law firms, business lending, marketing and staffing agencies and IT companies across Broward, Miami-Dade and Palm Beach. Each one is made up and written the way owners talk, with every option.

Book my business audit See the example audits

Book a time and you’ll talk to our team, here in Plantation.

Professional offices

Eight example audits. Pick the closest to yours.

Every example is made up and written the way owners talk. Each finding comes with every option, from the simplest step to the fullest. Your audit finds your own.

Pick a business

Professional offices

See all 58 example audits

Insurance agency: an example audit

A made-up independent agency writing home, auto, flood and business policies, where service work fills the morning.

What we looked at

  • How customers find you
  • How they reach you
  • Booking
  • Follow-up, we found something here
  • The paperwork, we found something here
  • Past customers, we found something here

Where we found something

What we found, in the owner’s words

Options, simplest to fullest

  1. The paperwork

    “By lunch I’ve done certificates and ID cards, and I haven’t sold a thing.”

    1. Simplest stepYour day on one page before you open the inbox.
    2. A step furtherService requests on top, each with a reply drafted for your okay.
    3. The fullestOne screen for requests, renewals and replies, sending nothing without you.

  2. Past customers

    “The carrier’s renewal letter reaches my client before I do, and then they start shopping.”

    1. Simplest stepA note to each client renewing next month, ready for you to approve.
    2. A step furtherClients who answer sent straight to you, with a reminder to call.
    3. The fullestA time to go over coverage, booked before the renewal date.

  3. Follow-up

    “I quote a homebuyer on Tuesday, they say they’re comparing, and I forget to call back.”

    1. Simplest stepOpen quotes on your morning page, with who to call today.
    2. A step furtherA follow-up by text and email, in your name, until they answer.
    3. The fullestEvery open quote followed up on its own schedule, replies handed to you.

Accounting and bookkeeping: an example audit

A made-up tax and bookkeeping practice that runs flat out every spring and goes quiet by summer.

What we looked at

  • How customers find you
  • How they reach you
  • Booking, we found something here
  • Follow-up
  • The paperwork, we found something here
  • Past customers, we found something here

Where we found something

What we found, in the owner’s words

Options, simplest to fullest

  1. The paperwork

    “Every spring I’m texting the same clients about the same missing forms.”

    1. Simplest stepA reminder to every client, names filled in, sent when you okay it.
    2. A step furtherA second nudge a week later, only to the clients still missing something.
    3. The fullestEach client’s documents checked as they arrive, the gaps noted for you.

  2. Booking

    “Everyone wants the same week in March, and we book them all by phone.”

    1. Simplest stepA booking link with only the times you choose to open.
    2. A step furtherA reminder the day before, with what to bring.
    3. The fullestBooking, reminders and rebooking for no-shows, all working together.

  3. Past customers

    “After April, most clients don’t hear from me until the next shoebox shows up.”

    1. Simplest stepA check-in to every client in the fall, in your words.
    2. A step furtherA planning visit offered, booked into your open times.
    3. The fullestYour list sorted into groups, each with its own note through the year.

Financial advisor: an example audit

A made-up independent planning practice that grows almost entirely by referral.

What we looked at

  • How customers find you
  • How they reach you
  • Booking
  • Follow-up, we found something here
  • The paperwork, we found something here
  • Past customers, we found something here

Where we found something

What we found, in the owner’s words

Options, simplest to fullest

  1. The paperwork

    “I walk out of a review meeting, and the notes wait until Friday night.”

    1. Simplest stepA clean write-up after every client meeting.
    2. A step furtherWhat you promised and what comes next, on your morning page.
    3. The fullestEach client’s history in one place you can ask: what did we discuss?

  2. Follow-up

    “People come to my dinner seminar, say they’ll call, and most never do.”

    1. Simplest stepEvery guest from the night in your contact list the next day.
    2. A step furtherA follow-up you approved, by email and text, until they answer.
    3. The fullestInvitations and reminders for your next seminar, replies sent to you.

  3. Past customers

    “When the market drops, my phone lights up, and I wish I’d reached them first.”

    1. Simplest stepA letter to every client in your words, sent once you approve it.
    2. A step furtherEach group of clients hearing from you on its own schedule.
    3. The fullestA time to talk it over, booked into your open times.

Law firm: an example audit

A made-up small practice where the attorneys are in court all day and the front desk handles everything else.

What we looked at

  • How customers find you
  • How they reach you, we found something here
  • Booking, we found something here
  • Follow-up
  • The paperwork, we found something here
  • Past customers

Where we found something

What we found, in the owner’s words

Options, simplest to fullest

  1. Booking

    “I cleared an afternoon for a consultation, and they never showed.”

    1. Simplest stepA reminder the day before, with directions to the office.
    2. A step furtherA same-day text to anyone who misses, with a link to rebook.
    3. The fullestConsultations booked online into the times you choose.

  2. The paperwork

    “After every intake call I rewrite my notes into the file, and it eats the afternoon.”

    1. Simplest stepIntake calls written up for you, ready for the file.
    2. A step furtherAnything they still need to send listed, with a reminder going out.
    3. The fullestEvery matter’s calls and emails kept where you can simply ask.

  3. How they reach you

    “Weekend inquiries sit until Monday, and by then some have already hired someone.”

    1. Simplest stepA text back right away when a call goes unanswered.
    2. A step furtherMessages on your site answered any hour, with the details taken.
    3. The fullestYour line answered when everyone is busy, the details sent to your team.

Business lending and mortgage: an example audit

A made-up lending office that funds homes and small businesses and retypes the same file all day.

What we looked at

  • How customers find you
  • How they reach you
  • Booking
  • Follow-up, we found something here
  • The paperwork, we found something here
  • Past customers, we found something here

Where we found something

What we found, in the owner’s words

Options, simplest to fullest

  1. The paperwork

    “My processor spends the morning typing the same borrower into screen after screen.”

    1. Simplest stepA check of what you already pay for, finishing what was never set up.
    2. A step furtherYour systems connected, so a borrower entered once shows up everywhere.
    3. The fullestBank statements and tax returns read for you, the facts on one page.

  2. Follow-up

    “They get pre-approved, shop all summer, and close with whoever called last.”

    1. Simplest stepA check-in by text and email while they shop, in your words.
    2. A step furtherReplies sent to your loan officer right away, with a reminder to call.
    3. The fullestA homebuyer seminar with invitations and reminders, replies handed to you.

  3. Past customers

    “A payoff request lands on my desk, and that’s how I learn they refinanced elsewhere.”

    1. Simplest stepA check-in each year on the day their loan closed.
    2. A step furtherA letter to your past clients, each one personal, ready for your okay.
    3. The fullestPast clients who answer booked straight onto your calendar.

Marketing agency: an example audit

A made-up boutique agency that does great work for its clients and has no hours left for its own.

What we looked at

  • How customers find you, we found something here
  • How they reach you
  • Booking
  • Follow-up, we found something here
  • The paperwork, we found something here
  • Past customers

Where we found something

What we found, in the owner’s words

Options, simplest to fullest

  1. How customers find you

    “We run social for every client, and our own last post is from spring.”

    1. Simplest stepPosts written in your voice, each with a graphic, for your okay.
    2. A step furtherShort videos of your best work for your pages and ads.
    3. The fullestYour agency showing up when owners ask an AI assistant who to hire.

  2. The paperwork

    “I promise a proposal by Friday, then write it Sunday night from memory.”

    1. Simplest stepEvery sales call written up: what they asked, what you promised.
    2. A step furtherA one-page brief on each prospect before you get on the call.
    3. The fullestEvery client’s calls and emails in one place you can ask.

  3. Follow-up

    “They love the pitch on the call, then the proposal sits unanswered for weeks.”

    1. Simplest stepA Monday list of every proposal still out, oldest first.
    2. A step furtherA follow-up by email, in your name, that stops when they answer.
    3. The fullestReplies sent to the right person on your team, with a reminder to call.

Staffing agency: an example audit

A made-up staffing firm filling warehouse and office jobs for local employers.

What we looked at

  • How customers find you, we found something here
  • How they reach you
  • Booking, we found something here
  • Follow-up
  • The paperwork
  • Past customers, we found something here

Where we found something

What we found, in the owner’s words

Options, simplest to fullest

  1. Booking

    “I line up interviews all week, and candidates just don’t walk in.”

    1. Simplest stepA text the day before asking each candidate to confirm.
    2. A step furtherAnyone who misses offered the next open interview time.
    3. The fullestCandidates picking their own interview time, with reminders built in.

  2. Past customers

    “Warehouses that used us for the holiday rush don’t hear from us until next fall.”

    1. Simplest stepA check-in to every past client before the busy season, in your words.
    2. A step furtherA second note a week later to any client who hasn’t answered.
    3. The fullestThe ones who answer booked for a quick call before the rush.

  3. How customers find you

    “A new distribution center opens down the road, and another agency’s already inside.”

    1. Simplest stepA list of local employers that look like your best client.
    2. A step furtherEach one looked into, with a first message for your okay.
    3. The fullestA one-page brief before every meeting with a new employer.

IT services: an example audit

A made-up managed IT shop looking after local offices, where the owner is still the best tech on the team.

What we looked at

  • How customers find you, we found something here
  • How they reach you, we found something here
  • Booking
  • Follow-up
  • The paperwork, we found something here
  • Past customers

Where we found something

What we found, in the owner’s words

Options, simplest to fullest

  1. The paperwork

    “I spend Sunday writing up the network walkthrough I did on Thursday.”

    1. Simplest stepYour voice notes from the walkthrough turned into one clean page.
    2. A step furtherNotes from every client call, written up for you.
    3. The fullestEvery client’s setup kept where you can ask: what did we install there?

  2. How customers find you

    “Offices nearby search for IT help and find a national outfit with a local number.”

    1. Simplest stepA review request when a ticket closes well.
    2. A step furtherA website that says what you do in plain words and gets the call.
    3. The fullestHow you show up in search and AI answers, checked and fixed.

  3. How they reach you

    “Clients skip the help desk and text my cell, even at my kid’s game.”

    1. Simplest stepYour inbox read each morning, with urgent requests on top.
    2. A step furtherTexts to your business number answered any hour, details sent to your tech.
    3. The fullestEvery request on one screen, however it came in.

Your audit finds your own, with every option. You choose what happens next.

Book my business audit

Questions

What owners ask us about their kind of business.

How can AI help an insurance agency or an accounting office?

It can take note-taking and paperwork off your day, draft replies in your inbox for you to send, remind clients before renewals and deadlines, and follow up on proposals that went quiet. The audit shows which of these fit your office, with every option.

Can AI write up my client calls and meetings?

Yes. After a call or a meeting you can get a clean write-up of what the client asked for, what you promised and what happens next.

Will anything go out to a client without me?

No. You approve the wording, and you decide what may go out on its own and what waits for your OK.

See every question

Other kinds of business

Not quite yours? See the other groups.

Your business audit

What would an audit find in yours?

We look at how your business runs, lay out every option we find, and you choose what happens next. No two businesses get the same list.

Book my business audit Or call (954) 945-8958

Book a time and you’ll talk to our team, here in Plantation.