No. 003 · Insurance & Legacy Planning
From a simple CRM ask to an AI coworker for client relationships.
The system
Barone Legacy Group protects family legacies — life insurance and legacy planning, built on close client relationships. The ask was modest: a CRM to securely store clients' confidential information and basic details.
What shipped goes further: an AI-powered system that proactively prompts the team with what needs attention, keeps client relationships on track, and makes sure nothing falls through the cracks. In the co-owner's words, it “has completely transformed the way I run my business.”
The system shipped
Client records were the ask. A system that runs the day is what shipped.
Secure Client Records
Confidential client information stored safely — the original ask, done right.
Proactive Prompts
The system surfaces what needs attention each day, before it's overdue.
Relationship Tracking
Every client relationship stays visible and moving — nothing falls through the cracks.
Fast Iteration
Requests and adjustments handled almost immediately, inside the working relationship.
In production
In daily production use at Barone Legacy Group, running the client side of the business.
“If you're looking for someone who can take your vision, improve it, and deliver something even better than you imagined, I can't recommend Clear Road Labs highly enough.”