AI Workflow Automation
AI workflow automation and consulting for insurance agencies, law firms, and financial advisors — from Lake Forest to Evanston.
Local AI Implementation Partner
Bace Agency is a Lake Forest AI automation firm for North Shore insurance agencies, law firms, financial advisors, and family offices that need repetitive manual work removed without handing client relationships to a generic software vendor.
We build custom AI workflows for document processing, client intake, quoting, renewal reminders, CRM updates, and internal reporting. We also develop AI agents and can set up a private local machine running your own AI models for firms that need more control over data, security, and day-to-day AI infrastructure.
Typical engagements recover 20-30 hours per week, reduce error-prone data entry, and keep every client-facing judgment with your team.
We don't sell 15 services. We do two things for North Shore professional services firms, and we do them better than anyone.
Real outcomes from firms we've worked with.
Insurance · North Shore
A North Shore P&C agency adopted AI across their entire team, then automated the document processing that consumed 22 hours a week.
Translation Services · Chicago
A translation agency was losing clients to slow quoting and spending days sourcing translators. We automated both sides of their business.
Family Office · North Shore
A North Shore family office trained their entire staff on AI, then automated 8 core processes that were consuming the team in manual work.
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Bace Agency builds AI workflow automation, AI agents, private local AI setups, and AI training for professional services firms on Chicago's North Shore. We focus on insurance agencies, law firms, financial advisors, private equity firms, and family offices, tying every system to the workflows your team already runs.
We serve small and mid-sized professional services firms in Lake Forest, Lake Bluff, Highland Park, Glencoe, Winnetka, Kenilworth, Wilmette, and Evanston. Our five core verticals are insurance agencies, law firms, financial advisors, private equity, and family offices.
Security is the starting point, not an afterthought. We can run AI privately on infrastructure you control, keep a human review step on sensitive client-facing work, and build a full audit trail so you always know what the system did and why.
Most engagements run two to six weeks from kickoff to handoff, depending on complexity. We map your real workflows, build the automation, then train your team and go live, with you involved at every step.
Start with a free 30-minute AI audit. We identify where automation would save the most time, then give you a fixed-price proposal. No hourly billing, no obligation.
Book a free AI audit. I'll walk through your operations, identify what's worth automating, and give you a practical plan — whether you work with me or not.
Book a Free AI Audit30 minutes. In-person or video. No obligation.
