For small, independent insurance agencies
Less chasing paperwork. More time for your clients.
We help small agency teams cut repetitive admin with practical AI tools, built around the way you already work. Start with document follow-up, renewal prep or lead follow-up. Your team reviews client-facing work and stays in charge.
Built for owner-led shops without an in-house technical team. Other small, regulated firms are welcome too.
Email reply@vargadataweave.com with a short description of the task and the tools you use. No client records or policy documents needed.
How it works
What to expect - three steps, no jargon.
1. Tell us the task
A short email is enough - what eats your day and the tools you use. No technical brief needed.
2. Agree the scope
We review your tools and access together, then agree the work and a quote or fixed price before anything starts.
3. Build, review, hand over
We test with sample data, agree the checks with you, and train your team so you stay in charge.
What we can build for you
Custom AI builds for small business. If it eats your day, we can build it.
Every business runs on work nobody has time for - chasing documents, answering the same questions, letting old leads go cold. We build systems that take one of those off your plate. You own the tool, it plugs into what you already run, and it comes with the guardrails your industry expects.
Renewal Retention Kit
Flags at-risk P&C renewals and drafts plain-English rate-increase explanations and reshop summaries in your voice.
Document Chaser
Friendly automated follow-up for updated sales/payroll figures, signed apps and loss runs. Stops when the document arrives and keeps a follow-up log for your team.
Speed-to-Lead + Dead Book
Drafts replies to new leads and helps with appointment follow-up, using the channels and permissions agreed with your agency.
COI Desk
Collects certificate requests and prepares drafts for an authorized person to review. Your team controls approval and issuance.
Client Front Desk
Helps with approved routine information and routes coverage, claims and uncertain questions to your team.
Marketing Engine
Google Business Profile cleanup, review requests after claims and renewals, and a monthly client newsletter in your voice.
AEP Surge Pack
For Medicare shops: appointment reminders, scope-of-appointment tracking and follow-up sequences for AEP season (Oct 15 to Dec 7), logistics handled for you.
Workflow Scan
Map the repetitive work in your week and choose a practical first build.
Anything else - tell us what you need
The list above is a starting point, not a limit. Custom builds, integrations with your AMS, CRM, email or phone system, internal tools, client-facing portals - if you can describe the headache, we can scope the fix. Email us and we'll work out a quote or a fixed price together.
No price list here on purpose - every shop is different. Email us at reply@vargadataweave.com, tell us what you're dealing with, and we'll scope a quote or a fixed price together. We work with small businesses every day, and we want to see people get educated about this stuff, not sold to.
Why it matters
AI governance and regulation readiness: be the shop that has answers.
Used well, AI is speed and efficiency your competitors will have. Used carelessly, it's wrong answers sent to customers, data where it shouldn't be, and no record of what happened. Your customers will start asking how you use it. The firms that can answer calmly - here is what we use, here is how we watch it - are the ones that keep that business. We build both sides: the tools and the answers.
About Joseph
Built by someone who lives this.
Joseph Varga is the founder and CEO of Forge Orbital, an AI governance company serving larger enterprises. Before Forge he spent four years in the defense technology space working with the United States military, on AI you have to be able to trust.
He's a Wabash College graduate with deep Midwestern roots in South Bend, Indiana, and a proud Notre Dame fan. You've heard him on the Insurance Town podcast with Heath Shearon - press play in the player on this page and hear it for yourself.
Forge keeps him busy, and in his free time he helps small businesses get ready for this. Working with small firms is the part he does because he enjoys it.
- Founder & CEO
- Forge Orbital (AI governance)
- Background
- Four years in defense tech, working with the United States military
- Education
- Wabash College
- Home
- South Bend, Indiana
Common questions
Asked all the time.
Do you train AI on our client data?
Never. Your policyholder and client data stays with you, and nothing we build trains any outside model on it. That is a hard line, not a policy preference.
Are you a licensed insurance producer or law firm?
No. We build and set up tools and we educate. We do not sell or advise on coverage, we do not touch claims adjusting, and nothing we provide is legal advice. Our work is built to keep your firm inside the rules of your industry, not to infringe on them.
What does a build cost?
Every shop is different, so we don't publish a price list. Email us at reply@vargadataweave.com, tell us what you're dealing with, and we'll scope a quote or a fixed price together - no pitch, no pressure.
Do you only work with insurance agencies?
Insurance is where we start and where we know the ground best, but we work with small businesses across regulated industries. If you have regulators, clients who trust you, and no time - that's our kind of shop.
Who is behind Dataweave Consulting?
Joseph Varga, founder and CEO of Forge Orbital (an AI governance company for larger enterprises), with four years in defense technology working with the United States military. Dataweave Consulting is a service of Dataweave Inc; Forge Orbital is a separate company.
Do I need a technical team?
No. Start with the work, not the tech. We review access with your existing software or IT provider before agreeing scope.
Will AI send messages or change records on its own?
Only the actions and approval steps agreed in your scope. Client-facing work stays under your team's control.
What should I send first?
The task that eats your day, the tools you use, and the result you want. No confidential client data needed.
Straight talk. Dataweave Consulting facilitates and educates. We build and set up tools; we do not train any AI on your client data, and your policyholder data stays with you. We are not a licensed producer, we do not sell or advise on coverage, we do not touch claims adjusting, and nothing here is legal advice. Everything we do is built to keep your firm inside the rules of your regulated industry - not to infringe on them.
Tell us what you need. We'll scope it.
Always happy to take a call or just talk it through - no pitch, no pressure. If we're not the right help, we'll say so.