AI for insurance brokers and modern small businesses

The gap we close

You started a business. Now the business runs you.

Phone calls go to voicemail. Forms get lost in inboxes. Renewal briefs eat half a week. The work that should compound is keeping you stuck in the day-to-day. Pocket CEO closes that gap.

Without a system

You're stuck in operations.

Half the calls go to voicemail. Most don't get called back.
Renewal briefs eat four hours each. Team disappears for a week per quarter.
WhatsApp threads die in someone's personal phone, not the deal record.
You start the day on triage. You end it on triage.

With Pocket CEO

You're back on strategy.

Voice agent picks up every call, books, routes, sends recovery SMS within two minutes.
Renewal briefs in 15 minutes. Broker-of-record signs off before send.
WhatsApp threads land in your CRM as deal activity, with auto-summary.
You start the day on strategy. Operations runs itself.

The stack

Two layers. One stack.

Each layer ships an outcome, not a tool. Pick one, or run both.

01 Layer 01 · Infrastructure deep dive 02 Layer 02 · Digital Workforce deep dive

Industry stacks

Pre-built for the industries we know.

Each stack is a complete build: infrastructure plus workforce, productized for one vertical. Pick yours, see what ships.

Featured

Insurance Suite

Pre-built for HK insurance brokers. Bilingual renewal briefs in 15 minutes, cross-sell triggers from your CRM, broker-of-record sign-off, PCPD + IA-ready audit logs.

See the suite → Pre-built

Service SMB Stack

For medspa, salon, fitness, F&B. Bilingual smart website + GHL CRM + Cantonese voice agent + WhatsApp follow-up. DTSPP-eligible.

See the stack → Pre-built

Trades Stack

For solar, HVAC, roofing, electrical. Calculator intake + sales agent + bilingual quote prep + WhatsApp + CRM in one pipeline.

See the stack →

Custom

Your custom build

Different industry, different bottleneck? We build the specific stack your business actually needs. Talk to us.

Book a discovery call →

Across all industries

Most popular solutions.

No matter the vertical, most builds combine some of these. Pick what fits your bottleneck.

Start with clarity

AI Audit

Two weeks. Bilingual roadmap and a working prototype. The doc is yours regardless.

Brokers · Charities · Service SMEs · Family offices One role, fully automated

AI Employee

An AI agent that owns one role end-to-end. Pick the role, we deliver the agent.

Brokers · Service SMBs · Phone-driven businesses · Sales teams For service SMBs and charities

Smart Website + CRM

Website, CRM, calendar, missed-call-text-back. We run it, you don't learn it.

Medspa · Salon · Gym · Beauty · F&B · Charities Ask your data anything

RAG Chatbot

A bot that knows your business. Voice or text. Internal team, external clients.

Brokers · Service SMEs · Charities · Anyone with documentation

Recent builds

Real systems shipping right now.

Real builds for real HK businesses. Click any one to see the workflow, the numbers, and the playbook.

Editorial illustration: an electric-blue gridded foundation slab

Insurance 4h → 15min

Renewal Brief Workflow

Bilingual EN + 繁體 brief in 15 minutes instead of 4 hours. Broker-of-record sign-off built in. Live for a HK broker firm.

Read the case study →

Editorial illustration: a sales funnel feeding into a circular automation loop

Trades Live

Solar Lead Funnel

Calculator intake, Retell voice agent for inbound, bilingual quote workflow, WhatsApp follow-up. Live for a HK solar installer.

See the build →

Editorial illustration: three abstract figures around a connected workflow diagram

Service SMB 2-min recovery

Missed-Call Recovery System

Cantonese plus English voice agent picks up missed calls 24/7. Auto-SMS recovery within 2 minutes if the customer drops off.

See the build →

Read all field notes

How we work — a two-call system

Two calls. Then a clear decision.

First call to understand your business. Second call you walk out with a working prototype or a paid roadmap. No pitch-deck marathon.

Editorial illustration: two speech bubbles meeting, one with a question mark, one with a compass star

Call 01 · Discovery

Where AI moves the needle

Forty minutes. We map the bottleneck — and say no if we're not a fit.

40 min · free · no pitch

Editorial illustration: a magnifying lens over a stylized document with one highlighted blue line, alongside a small prototype window

Call 02 · Audit or Demo

Working prototype or roadmap

Paid 2-week audit (bilingual roadmap + prototype on your data) — or free demo of one concrete use-case.

Audit · 2 weeks · or Demo · 1 call

Build

Deployed on your stack

A few weeks. Your team trained as we ship — never behind a black box.

A few weeks · on your stack · team trained

Ongoing

Partnership, not a launch

Monthly: new capabilities, monitoring, WhatsApp support. Gets better over time.

Monthly · monitoring · cancel anytime

Book the discovery call →

Who you work with

Founder-led. From scoping call to the 2 a.m. fix.

The people who sell the work are the people who build it. No handoff to a junior team after kickoff.

Founder · Technical Lead, AI Engineer

Varun Razdan

15+ years driving digital transformation and delivery across APAC. AI engineer and Make.com advanced practitioner. Built Tigerpaw, our open-source AI gateway with policy-gated risk controls. GHL certified admin who runs implementation end-to-end on the Make + GHL stack.

GHL Certified Admin Make Advanced Practitioner Tigerpaw author

Co-founder · Engineering, n8n expert

Luka Knieling

Engineering, integrations, and the 2 a.m. fix when a webhook goes sideways. n8n expert across complex multi-system workflows. Bilingual: German and English.

n8n Expert Backend & Integrations Multi-system integrations

Pocket CEO Limited · HK BR 78290657 · Sheung Wan, Hong Kong

Questions

What people ask us before they book.

8 to 12 weeks from kickoff to a system running in production. Tight scope sits on the shorter end; multi-workflow builds on the longer. We give you a sharp date in the scoping call, not a range you can hide behind.
Strategy decks without a build attached. Toy chatbots without a workflow underneath. Anything where you want us to "just plug in ChatGPT".that's not infrastructure, that's a toy. We build production systems or we turn the work down.
Usually 1–2 weeks. We take on a limited number of parallel builds to keep delivery tight, if we're full, we'll tell you the next slot, not string you along.
Founder-led. The person on the scoping call is the person writing the code. For larger builds we pull in specialist collaborators, but the point of contact and the technical owner never change.
Because every build sits on a different stack and a different starting point. We quote after the discovery call, once we know what's already in place. You'll never get a six-figure proposal blind — and we'll tell you on the call if we're a bad fit before you write anything down.
Yes, that's most of what we do. GoHighLevel, Salesforce, n8n, Zapier, Make, Twilio, bespoke internal tooling. If it has an API or a webhook, we've shipped against it.
It keeps running. You own the code, the accounts, the data. We hand over a runbook. That's the entire point of "you own it, we run it."
Yes. For clients with GDPR, legal, healthcare, or finance constraints, we deploy local-only, open-weights models, private RAG, no data leaving your network. Costs more to run, but nothing crosses the wire.
Whichever is the right tool for the job. Claude for reasoning-heavy agents, OpenAI for voice and broad tool use, open-weights (Llama, Mistral) for on-prem or cost-sensitive workloads. We pick per-task, not per-vendor.
Yes. Based in Hong Kong and Munich; clients across APAC, EMEA, and North America. We run calls in English (and German if you prefer).
Industry-agnostic. The real filter is the shape of the problem: business owners with messy inbound, manual copy-paste, and a team that's too expensive to waste on it. Past builds span real estate, fitness, logistics, professional services, and more.
GDPR-first by default. EU data residency, DPA in place, minimal retention. For regulated verticals (health, legal, finance) we deploy on-prem or EU-only cloud regions. We don't train on your data, and we don't route through vendors who do.

The Pocket CEO Briefing

Get a custom Loom on your business in 24h.

Drop your context. We send a personal 5 to 10 min Loom within 24 hours, on where AI moves the needle for your operation. Yours to keep.

Your business. On autopilot.