We help North Shore firms stop losing money to manual work.

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.