How to choose a good AI consultant for finance and insurance
You're in the right place. This is for finance and insurance businesses considering an AI Deep Dive—a fixed-price, done-with-you audit.
You know AI could help your insurance agency or financial practice, but you don't know who to trust. Every consultant promises big changes but never shows you a step-by-step plan for your specific business. You need someone to look at your processes, your software, and your client data, then tell you what to fix first.
The problem is that most AI consultants sell the same playbook to every business. In finance and insurance, that's dangerous. Your industry has strict rules about data, client privacy, and reporting. A generic AI plan might ignore those. You need someone who audits your actual workflows—your claims process, your underwriting steps, your customer onboarding—before recommending anything.
A good AI consultant won't charge you by the hour with no end in sight. A deep dive should be a fixed price, like $1,500, for a two- to three-day review. It should include a written report and some quick fixes you can use right away. If the price is vague or the timeline is open-ended, that's a red flag.
This week, call a consultant who offers a fixed-price audit. Ask for a sample report from a past client in finance or insurance. Don't sign up for a long engagement until you see a clear plan. FocusDude does exactly this: a two-day deep dive into your business, with a written plan and initial fixes for $1,500. You'll know what to do next, with no ongoing commitment.
After the deep dive, you'll have a simple list of AI projects that fit your budget and your compliance needs. You'll stop spinning your wheels and start making real progress. Your team will know which tools to use and which to skip. You'll have confidence in your next move.
What our customers say
"Scott went above and beyond anything we ever could’ve expected. He didn’t just teach our team to use Claude. He opened our eyes to a whole new way of working. He pulled our entire business together, rebuilt our sales process from the ground up, helped us get payroll organized, and got us ready to launch our new sales team. The real difference for us has been Scott. We are going to keep working with him long-term."
"Working with Scott has been amazing! His ability to ingest information, understand it, and then help you understand it is second to none. His work ethic is unlike any I've seen. Scott's forward-thinking mindset is incredibly refreshing and helpful. If you want your website to be found more easily, do yourself a favor and talk to Scott and his team. But don't stop there. Scott has a wealth of knowledge that can help you in so many ways."
"Scott and team just finished a deep dive on our website and it was eye-opening. They found and implemented several key fixes, and actually explained them so we could understand. We've already hired them for another project."
Other things people with a Finance & Insurance ask
how can ai help small businesses
Start from the pain, not the tool: where do hours leak, where do leads die, what do you retype every week. A deep dive maps your specific business to the handful of AI uses that pay for themselves in the first month.
how much does AI consulting cost
A flat-fee deep dive like FocusDude's $1,500 AI Deep Dive is a full teardown of your business. It gives you a written plan and fixes quoted or shipped. Compare that to hourly rates that can run $200+. You get a clear scope, not a mystery bill.