Regesta modernizes the way your agency captures, follows up with and reactivates opportunities. Start with a productized revenue system. Expand into a complete AI employee. Transform larger workflows when the evidence says it is time.
None of this is a staffing failure. It is what happens when the moments around the work, the missed call, the waiting form, the quiet quote, have no system watching them.
Built for an earlier version of the internet. It operates as a static brochure rather than a connected revenue system.
Callers who reach voicemail rarely leave one. They contact another agency.
Submissions wait until morning. The shopper already has other quotes moving.
Follow-up depends on whoever has time. Some quotes get chased, some quietly go cold.
Lapsed opportunities and quotes that never closed sit untouched, year after year.
Never requested, never answered. The shortlist gets decided without you.
One company, one architecture, three levels of engagement. Each stage widens the field of responsibility Regesta carries for your agency.
Regesta Revenue System
Modern website plus connected response, follow-up, reactivation and reputation systems. The productized starting point.
The AI Employee
A complete AI colleague working across voice, email, text, web, social, calendars and customer-facing coordination.
Agentic Operations
Custom workflow mapping, rebuilding, governance and measurement across the agency, one workflow at a time.
You do not have to transform the entire agency to begin. Start with one measurable revenue problem and expand only when the value is clear. Many agencies stay at stage one, and that is a fine place to stay.
The missed call, the unanswered form, the quote that went quiet, the review nobody requested, the opportunity sitting untouched in the database. Nothing about how your team works has to change on day one.
A missed call is a fact. A quote that went quiet is a fact. You can see this problem without a consultant explaining it to you.
Calls caught, leads answered, appointments booked, reviews landed. The weekly report is arithmetic, not narrative.
The first installation does not ask your team to change how it works. It fixes the moments around the work.
Trust is built on a bounded promise, kept. Revenue is where a promise can be kept fastest and proven cleanest.
The website is the visible front door. The connected response and follow-up system behind it is the commercial value. Capture more revenue. Regenerate more revenue. Retain more revenue.
Modern website, forms, AI website conversations, missed-call text-back, instant acknowledgement, qualification, booking and reminders.
Quote follow-up, standard nurture, one approved book-reactivation campaign every month, pipeline management.
Review requests, review monitoring, AI-assisted responses in your voice, customer communication continuity.
One unified inbox, a branded agency app, and a weekly activity report in plain numbers.
The Revenue System continues doing its job, and that is the whole relationship. For agencies that want Regesta to take on more responsibility, the next step is the complete AI Employee: broader channels, broader follow-up and broader customer-facing coordination, operating as one connected colleague.
The AI EmployeeWhile the Revenue System runs, you learn where inquiries come from, where leads stall, which handoffs fail and which repetitive steps consume staff time. When the constraint is no longer a missed inquiry but the way work moves across people and systems, that is where Agentic Operations begins. The next recommendation comes from observed evidence, not a pitch.
Agentic OperationsSame company, same governance, same record-keeping. What changes is how much responsibility Regesta carries.
Immediate revenue leakage at the customer-facing edge
Defined, productized installation. Standard for every agency
Included, up to 20 initial pages
Missed-call text-back, instant acknowledgement, booking
Standard nurture and quote follow-up
One approved reactivation campaign per month
Website, forms, chat, SMS and email acknowledgement
Not in scope
Most agencies. The standard starting point
$497 implementation, $497 per month, month to month
Customer-facing coordination across every channel
Broader responsibility, configured to your agency
Everything in the Revenue System, included
Adds AI voice callbacks and team call routing
Longer adaptive sequences, renewal and lapsed-renewal cadences
Broader reactivation, quote revival, cross-sell conversations
Adds full inbound email AI, Messenger, Instagram, WhatsApp
Worked, not redesigned
Agencies expanding from the Revenue System, or starting bigger
Configured to your agency. Talk to Regesta
How work moves across people, systems and handoffs
Custom practice. One critical workflow first, then sequenced
Not the point at this altitude
Everything below it, plus internal triage and routing
Workflow-level: nothing stalls between people unseen
Renewal preparation and remarketing as rebuilt workflows
AMS activity, carrier portals, documents, internal handoffs
Mapped, rebuilt, measured, governed
Larger or operationally complex agencies, or graduates of the first two stages
A custom engagement, scoped per workflow
Whether Regesta is texting back a missed call or rebuilding a certificate workflow, the same rules hold.
No autonomous quoting, no binding, no coverage advice, at any stage. Substantive insurance questions go to your licensed people.
What the system may do is decided by you, in writing, and sensitive decisions remain human at every level.
Regesta takes its name from the regesta, the books in which every act of an administration was written down. What the system did, when, and why is always on the record.
Regesta works through approved systems and permissions, in your accounts, in your name. Nothing about your operation gets rented back to you.
How we think about workflow architecture, published. Read it before you ever get on a call with us.
Long-form field research on workflow architecture for AI-native independent agencies.
Real agency workflows mapped from current-state friction to designed future state.
Practical tools for agency leaders: assess AI readiness, expose bottlenecks, define human authority, design useful pilots.
Field notes, operating frameworks, and practical essays for leaders building the AI-native agency.
Regesta is run by Andrew Cherry, founder of RequityAI. The discipline is agentic systems architecture: taking the workflows an agency runs by hand and rebuilding them so the system itself senses, works, and routes, with people only where people belong. Insurance is the proving ground because it is a business built on promises, records, and follow-through, and those are exactly the things manual workflows drop.
About RegestaEvery relationship starts with one measurable problem, solved and proven, before anything bigger gets proposed.
Nothing runs in the dark. What the system did, when, and why is always on the record.
Start with one measurable problem. If we've spoken on the phone, the Revenue System is the page I said I'd send you. If your question is about how work moves inside the agency, start the Agentic Operations conversation instead.