rondonins.com
Edmond, Oklahoma
Rondon Insurance
11form leads in the first 30 days
27 by day 60.
Before: InsuranceSplash template site, no inbound leads
Live agency sites
What the first 30 days looked like.
Three agencies moved their website to us this year. These are the quote and contact forms that came in, counted from each site's own lead records.
theboswellagency.com
Murray, Kentucky
The Boswell Agency
17form leads in the first 30 days
Before: BrightFire site
okinsurancegroup.com
Norman, Oklahoma
Oklahoma Insurance Group
29form leads in the first 24 days
Day 30 has not arrived yet.
Before: Advisor Evolved WordPress site
Counted from each site's lead records: real people submitting a quote or contact form. Service requests, test submissions and leads from paid social ads are not counted. The 30 days start at each site's first lead. Results depend on the agency's market and its Google Business Profile.
How it works
We build it. You look at it finished. You decide.
You tell us about the agency.
Name, town, the lines you write, the people. About two minutes, no login to create.
We build the real site.
Your producers, your carriers, your reviews, content written for your county. Usually within a day. You get a private link.
You look at it finished, then decide.
If you want it, we point your domain and you pick a plan. If not, close the tab. Nothing to maintain, nothing to cancel.
Plan one
Site
$150/ month
The complete site, quote and contact forms with leads delivered to your inbox (or AgencyZoom), full Insights analytics, change requests handled for you.
Recommended
Site + Content
$250/ month
Everything in Site, plus we write and publish local content for the agency every month: articles, FAQ updates, seasonal pages. This is the one that compounds.
Need a basic site with no forms or analytics? There is a $99 option. Ask us.
Lead guarantee on Site + Content. For most agencies we will put a number on it: a set count of real leads in the first 60 or 90 days after the site goes live on your domain, or we refund what you paid. The number depends on your market and your Google profile, so we set it per agency, in writing, before you pay.
Not sure you need one?
When someone asks AI for an agent in your town, does it name you?
Our free audit runs seven real buyer prompts through ChatGPT, Perplexity and Google AI for your market and shows you who got named. Of the agencies that have run it, 43 percent were never named once. If your current site passes, keep it. The audit will tell you either way.
Other work we do
Most software gets sold before anyone understands the problem.
We start the other way around. We go inside the business, figure out what's actually broken, and build whatever fixes it. Sometimes that's custom software. Sometimes it isn't. We've been wrong about which often enough to stop guessing and lead with discovery instead.
A ladder, not a menu
How a consulting engagement runs.
Discovery tells us what the business needs, and a $750 audit is where discovery gets honest. Every engagement climbs the same ladder, and every rung earns the next one.
Start here
AI Readiness Audit
$750, fixed
A paid diagnostic that scores your data hygiene, process documentation, systems, and team readiness, then hands you a verdict and a roadmap. The paid front door to everything else we do.
About AI Readiness AuditStep 2
Operational Foundations
from $1,000, scoped
SOPs and documented workflows: the readable substrate AI needs before it can help. The honest path when the audit says you're not ready yet.
About Operational FoundationsStep 3
AI Implementation
scoped to the build
Tool-agnostic AI built on a foundation that can actually be read, simulation-first, so it proves it does zero damage before it touches a live record.
About AI ImplementationStep 4
Embedded Partnership
from $2,500/mo
A monthly retainer where EffiWise becomes the technology and operations layer inside the company. We build it and we run it.
About Embedded PartnershipPlus one engagement that stands on its own: Custom Builds. The full story is on the consulting page →
Built for the person who has to make it work.
Most software is built for the buyer in the C-suite. Ours is built for the person who has to make it work on a Tuesday afternoon, with three claims open, a phone ringing, and a renewal due. EffiWise exists because small businesses don't fail from lack of effort. They fail from scattered systems that make every good employee feel like they're falling behind. We design the layer underneath the work, so the work gets to be the work again.
We start every engagement the same way. Inside an operation that has the problem, not above it. We map the spreadsheets, the email threads, and the parts of the business that run on someone remembering the right thing on the right day. Then we build the system that replaces it, and we keep building outward from there.
The portfolio the method produced
Ventures
Not a product line. Proof of the engine, pointed at one industry and run deep.
FLAGSHIP
EffiZoom
A digital workforce for independent insurance agencies. Built on AgencyZoom, deployed inside real agencies, taught by the people who run them.
Visit EffiZoomJOINT VENTURE
BookRoundr
Cross-sell intelligence for independent agencies. Score the book, surface the next conversation, repeat.
Visit BookRoundrProblem → built → result
Recent builds.
Southern Housing Dealer OS
- Problem
- A manufactured home dealer running on spreadsheets and disconnected tools.
- Built
- An AI-native dealer management platform: inventory, invoice processing, commission tracking, contractor portal, CRM.
- Result
- One system shaped around how the dealership actually runs, end to end.
Sunshine Homes Configurator
- Problem
- The client lost access to their entire revenue ops system overnight after a vendor legal dispute.
- Built
- A working product configurator, stood up from a spreadsheet of product data.
- Result
- The sales floor kept moving. Under 24 hours, spreadsheet to shipped.
PMIA Merger Bridge
- Problem
- Two legacy agencies merging with no single view of the combined book.
- Built
- A Merger Bridge unifying both agencies' data inside an embedded ops partnership.
- Result
- Leadership sees one book, not two systems.
EffiZoom Dry-Runs
- Problem
- Agencies rightly fear automation touching live client records.
- Built
- Simulation-first bots that dry-run against the agency's real data before activation.
- Result
- Every bot proves what it would do, and that it does zero damage, before it touches a single record.
Speaking
Matthew speaks on AI in insurance operations.
Keynotes, breakouts, and hands-on workshops from an operator who ships what he talks about. Mississippi Insurance Alliance, Big I Illinois, IndieTech.
Book MatthewWho builds it
The people who build it.
EffiWise is run by three co-founders who met where the work actually happens, based in Belmont, Mississippi. You talk directly to the people building your system. Our own agency, McWright Insurance Group, runs on the website engine we sell.
Matthew Henry
Co-Founder & CEO
Runs product, sales, and client delivery. Spent fifteen years leading sales, org, and operations in equipment sales and industrial distribution before building software full time.
Tamara Pharr
Co-Founder
Operator perspective. The reason our products survive contact with the real world.
Justin Timbs
Co-Founder
Full-stack delivery. Turns the hard parts of every engagement into shipped systems.
Want to see your agency's site finished?
Two minutes of questions, a private link usually within a day, and nothing owed until you have looked at it. If you are not an insurance agency and you've got an operation that's outgrowing its tools, we'd like to hear about that too.
Get your free preview
Or get in touch about anything else, book 30 minutes with Matthew, or visit EffiZoom for the digital workforce.