/ 01Acquisition
Meta Ads Orchestration
Create, manage, and analyze Meta ad campaigns from natural language. Pixel and Conversions API installed automatically with insurance-specific events configured out of the box.
BetaSPK-01
Save thousands every month. Spend it where it counts.
Built for insurance agents and agencies who are done paying for things that don't grow their business. Tech Savvy Insurance Agents is the community, training, and AI platform that helps you cut wasted spend — and put that money back into your family, your clients, and the parts of insurance you actually love.
Public records trained
11M+
Spokes included
12+expanding
Live training
Weekly
Built for
Medicare
001 / Who it's for
Three audiences, one community
Built for the people building the future of insurance.
/ 01 Insurance Teams
Solo agents, agencies, FMOs, and call centers.
Get the AI that handles the back end so you can stay on the front end — talking to people, shaking hands, building real relationships.
/ 02 AI & CRM Builders
Vibe coders, devs, and tech teams already building.
Plug into our infrastructure, our community, and our insurance-specific intelligence layer. Build faster on what we've already built.
/ 03 CTOs & Tech Leaders
Lurk, learn, and self-host.
The community where the future of insurance technology is being built — by people who actually run insurance businesses.
002 / Why we're different
Most communities teach AI.
Most communities teach AI.
We deliver it.
Other communities run weekly trainings and hope you figure out the rest. We do training too — Meta Ads, AI, business strategy, and more.
But we go further.
Tech Savvy Insurance Agents is the only community in this industry where you also get access to ArchiOS — the AI platform we built specifically for insurance distribution. Plug in. Test. Play. Take action.
The platform is optional. Use it or don't. But you can only access ArchiOS through Tech Savvy.
001 / The Community
Tech Savvy Insurance Agents
“ArchieOS is the magnet. The Tech Savvy Insurance Agents Community is where you learn to wield it — without breaking compliance, without breaking your ops.”
Founding charter
·
Tech Savvy Insurance Agents
01 — Cohort
Private. Operator-only.
Independent producers, FMO leadership, and agency owners. No tourists, no theorists, no influencer accounts.
02 — Live
Weekly working sessions.
Hands-on builds with the brain, the spokes, and your data sources — Meta, GHL, AgencyBloc, and beyond.
03 — Vault
SOPs you can ship today.
Plug-and-play playbooks, prompts, and workflows. Searchable. Downloadable. Yours to keep.
04 — Network
Peer. Pressure-tested.
Direct access to other operators who are wiring AI into their day-to-day — and to the team building it.
002 / The Platform
ArchieOS
The reason every insurance team will want in.
ArchieOS is the AI platform that runs your back office. One brain trained on the rules of Medicare. A growing set of tools you turn on when you need them. Built so a solo agent and a 1,000-seat call center can run on the same thing.
ArchieOS is the AI orchestration platform purpose-built for insurance. A central brain trained on millions of lines of public Medicare data — surrounded by modular spokes that plug in through an open MCP architecture. It is the platform agents at every level have been quietly waiting for.
/ 01The core model
The Brain.
Trained on 11M+ lines of CMS Public Use Files, plan finders, formularies, star ratings, premiums, and provider networks across all fifty states. Specialized, current, and grounded in source.
TrainingCMS · SSA · Medicare
Coverage50 states
/ 02The toolkit
The Spokes.
Twelve modular tools that plug into the brain — Meta ads, voice AI, compliance review, lead automation, seminar workflows. Activate what you need, ignore what you don't.
Live12 spokes
ProtocolOpen MCP
/ 03The substrate
The Infrastructure.
Hosted on AWS with HIPAA-conscious architecture and BAA partnerships across the AI stack. Built for insurance from the metal up — not a horizontal SaaS retrofitted with a vertical sticker.
HostingAWS · US-East
PostureHIPAA-conscious
003 / Built For
Every tier of the industry
From the solo
producer to the FMO upline.
ArchieOS scales the way the industry actually works — from a single agent on the kitchen-table phone to an FMO equipping a downline of hundreds. Same brain. Same spokes. Different lanes.
01
/ Single User
Enterprise-grade infrastructure, without the overhead.
Run your book like a small agency without hiring one. Pixel and CAPI, voice receptionist, compliance review, ad orchestration — wired in by the platform, not by you.
02
/ Agency Owner
Scale your team without scaling chaos.
Onboard agents into shared SOPs, shared prompts, and shared automations. ArchieOS becomes the nervous system that keeps a growing roster compliant, consistent, and accountable.
03
/ FMO Leader / Upline
Equip your downline with white-label AI.
Give the agents under your hierarchy access to the same brain, the same core spokes, and the same training cadence. Recruit on infrastructure other uplines cannot match.
Or build your own self-hosted instance with us. Run ArchieOS on your own infrastructure, under your own brand, with our team standing up the deployment alongside yours.
04
/ Tech-Forward Builder
Build your own MCP spokes.
ArchieOS is open by design. If you can write a Model Context Protocol server, you can ship a spoke that plugs into the brain — and put it in front of every member who needs it.
004 / The Catalog
12 spokes today · more on the roadmap
Twelve to start.
More on the way.
Twelve spokes are available today. New ones ship on a regular cadence — and because ArchieOS is open by design, you can plug in your own. The catalog grows. Your platform grows with it.
/ 02Acquisition
Lead Magnet Builder
Generate compliant Medicare lead magnets, landing pages, and ad creative in minutes. Pre-loaded with CMS-aligned messaging and disclaimers.
LiveSPK-02
/ 03Acquisition
Funnel & Web Builder
Five purpose-built website templates for Medicare agents — fully responsive, fast, and configured for tracking. Deploy on a custom domain in minutes.
LiveSPK-03
/ 04Conversion
Voice AI Integrations
Plug your voice AI of choice into ArchieOS. Always-on intake, qualification, and appointment booking — with calls routed to the right agent and logged back into the brain.
LiveSPK-04
/ 05Conversion
Lead & Messenger Automation
Instant AI replies to Meta leadform submissions, comments, and inbound DMs. Closes the follow-up gap most CRMs leave wide open.
BetaSPK-05
/ 06Content
Blog Automater
Publish data-driven posts on a schedule — powered by The Brain’s CMS data and your own book insights. SEO-aware, compliance-checked, agent-branded.
BetaSPK-06
/ 07Performance
Cross-Sell Intelligence
Surfaces dental, vision, hospital indemnity, and life cross-sell opportunities from your CRM — informed by plan gaps and household data.
BetaSPK-07
/ 08Catalog
… and more
New spokes ship on a regular cadence — driven by what members are building and what the industry is asking for. Roadmap is open and visible to members.
On the roadmapSPK-…
/ 09Compliance
Compliance Checker
Run ad copy, scripts, and emails through ArchieOS for CMS marketing compliance review before they go live. Catches the things that get agents in trouble.
BetaSPK-09
/ 10Infrastructure
GHL Native MCP
A native Model Context Protocol connector for GoHighLevel — read and write contacts, calendars, conversations, and workflows from any AI agent.
LiveSPK-10
/ 11Infrastructure
Pixel & CAPI Health
Daily diagnostics on Meta Pixel and Conversions API. Closed-loop attribution from your CRM and AMS sent server-side back to Meta.
BetaSPK-11
/ 12Custom
Bring Your Own Spoke
ArchieOS is open by design. Members can build their own MCP spokes that plug into the central brain. The marketplace is yours.
Coming soonSPK-12
∞
Living PlatformTwelve spokes today. More on the way — shipped on a steady cadence and shaped by what members actually ask for. And because ArchieOS is open, you can build your own and plug it straight into the brain. The catalog is a snapshot, not a ceiling.
Stack spokes into a Team.
A Team is a roster of AI roles you stand up for your business — a CTO, a Sales Director, a Compliance Officer, a Marketing Lead. Each role is a stack of spokes wired to do the job. Spin up the roles you need, skip the ones you don’t.
Role · 014 spokes
Sales Director
Runs paid acquisition end to end — campaign spend, lead capture, instant reply, and appointment booking. Reports the pipeline weekly.
Meta AdsLead MagnetMessenger Auto-ReplyVoice AI
Role · 023 spokes
Compliance Officer
Reviews scripts, recordings, and outbound materials against CMS guidance before they ship. Flags risk before a client ever sees it.
Compliance CheckThe BrainVoice AI Review
Role · 033 spokes
Retention Manager
Watches the existing book for dental, vision, hospital indemnity, and life gaps — and runs the right outreach the right way.
Cross-SellCompliance CheckMessenger Auto-Reply
Build the org chart you wish you could afford. Add a CTO when you’re ready to ship custom integrations. Add a Marketing Lead when you start running funnels. Each role is configured once and runs forever.
005 / The War Room
Inside ArchieOS
One place to ask Archie anything and see your whole business.
The War Room is where you sit down and run your day. Ask Archie a question and pull live answers from every system you’ve connected. Get one report instead of nine. Tell Archie to take action — and approve it before anything moves.
- Ask anything. Pull live numbers from Meta, GHL, AgencyBloc, your voice AI, and the rest — in seconds, in plain English.
- One unified view. Every connected tool reporting to one screen. No more flipping between dashboards.
- You approve every action. Archie can send the email, build the campaign, update the contact — but only when you say yes. Nothing happens behind your back.
What's next — the release pipeline.
Shipped
- Lead Magnet Builder
- Funnel & Web Builder
- Voice AI Integrations
- Blog Automater
- GHL Native MCP
In Beta
- Meta Ads Orchestration
- Lead & Messenger Automation
- Cross-Sell Intelligence
- Compliance Checker
- Pixel & CAPI Health
Shipping Next
- Bring Your Own Spoke (MCP SDK)
- AgencyBloc Native Connector
- Annual Enrollment War Room
- Recruiting & Downline Ops
On the Horizon
- SOA / Scope of Appointment AI
- Plan Comparison Co-Pilot
- Renewal & Retention Engine
- Member-built marketplace
006 / Works With Your Stack
No rip-and-replace
You don’t need to change your tech stack.
ArchieOS works with what you already use.
Keep your CRM. GoHighLevel, AgencyBloc, Salesforce, HubSpot, Radius — whatever you’re running, ArchieOS connects to it. Your contacts, policies, and client data stay exactly where they are.
- No data migration. Nothing to move, nothing to clean up.
- No retraining your team. Your producers keep using the tools they already know.
- No starting over. ArchieOS plugs in and reads from your existing systems on day one.
CRMGoHighLevel
AMSAgencyBloc
AdsMeta
VoiceVoice AI
More integrations are added as they become officially supported. We only list what we’ve built.
1Single User
2–10Small Agency
10–100Mid-Size Agency
1k+Call Centers
FMOsWhole Downlines
007 / For Developers & Builders
Open MCP · Bring your own
Already building
Already building? Plug ArchieOS into your stack.
If you’re an agent who codes, an agency with a dev team, or someone already shipping AI tools and automations for clients — ArchieOS makes everything you’ve built smarter and more defensible. You don’t pick between what you have and what we have. You connect them.
Plug in your existing build.
ArchieOS speaks Model Context Protocol natively. Anything you’ve already built can call into the brain — no rewrites, no proprietary SDK to learn.
Strengthen your client offering.
Layer ArchieOS underneath the tools you’ve already deployed. Their stack stays. Your services get sharper, more compliant, and a lot harder to replace.
Build your own spokes.
Package your custom integrations, automations, and AI workflows as ArchieOS spokes. Sell them, share them in the community, or keep them private to your agency.
Keep your IP.
Your code stays yours. ArchieOS gives you the brain — the Medicare context, the compliance, the orchestration — you keep the build.
A note from the team
Re-imagining how insurance agents do business. Let AI handle the back end so agents can stay on the front end — doing what they once loved. Talking to people. Shaking hands. Building real relationships with clients and their teams.
Tech Savvy Insurance Agents · San Antonio, Texas
005 / Membership
Tech Savvy Insurance Agents
Everything you get when you join.
- / 01 — Platform Full ArchieOS access. Core spokes, the brain, and the platform infrastructure — included with active membership at your tier. New spokes ship on a regular cadence and roll into the catalog as they’re released.
- / 02 — Live Weekly live training. Hands-on workshops covering AI deployment, Meta ads, automation, and compliance — taught by working agents, not theorists.
- / 03 — Build Live Build & Implementation Days. A dedicated weekly session where members walk through hands-on use of the brain, spokes, and connecting their own data sources — Meta, GHL, AgencyBloc, and more.
- / 04 — Vault Plug-and-play SOPs. Pre-built playbooks, prompts, and workflows you can deploy the same day you join — battle-tested across hundreds of producer books.
- / 05 — Peers Operator network. A private community of independent agents, FMO leaders, and agency owners actually building with AI — direct line to the people doing the work.
- / 06 — Library Resource vault. Training recordings, templates, prompts, and workflows from the community library — searchable, downloadable, yours to keep for as long as you’re a member.
- / 07 — Founding Founding member access. A direct line to the platform team. Shape what gets built next. Lifetime pricing locked in at launch — never raised on charter members.
006 / What's included
Community + optional platform
One entry point. Three layers of value.
The community alone is worth the price of admission. ArchiOS is the unfair advantage on top.
/ 01 Community Access
Tech Savvy Skool
$97 / month
- Tech Savvy Insurance Agents Skool community
- Weekly trainings — Meta Ads, AI, automation, business strategy
- Mike Moore's tech expertise sessions
- Real-world Q&A and live builds
- Access to network of agents, builders, and CTOs
— Core membership
/ 02 Founding Member Bonus
Direct access
Included while available
- 2 personal calls per year with Victoria
- 1 free 30-minute consultation when you join
- Going away when ArchiOS launches publicly
— Limited window
/ 03 Optional
ArchiOS Platform
Usage-based, on top of membership
- Plug in our AI platform built for insurance
- Pay only for what you use
- Available exclusively to Tech Savvy members
— Optional add-on
007 / Who's behind it
Built by people who actually run insurance businesses.
VC
Victoria Cabrera
Co-founder · CEO20+ years in insurance. Runs an insurance brokerage based in San Antonio, Texas, and empowers agents to embrace AI across the nation.
MM
Mike Moore
Co-founder · TechnicalEstablished ACA agency owner, and one of the smartest minds in AI, automation, and bots — building solutions in this industry before most of the world knew what AI was. Joined as Victoria's partner on the community and platform.
Enterprise · Self-Hosted
Top-tier FMOs, call centers, and large agencies: deploy ArchieOS on your own private infrastructure.
For organizations with strict compliance, data residency, or security requirements that go beyond our standard hosted setup.
Top-Level FMOs
Insurance Call Centers
Large Agencies
Agency Networks
Private deployment
ArchieOS built and installed inside your own private environment. Nothing leaves it.
Maximum data control
Your data stays in your environment, on your terms, under your security controls.
Custom integrations
Connect to your in-house systems and the niche tools your standard vendors don’t cover.
White-label branding
Ship ArchieOS to your downline or call center under your own name and your own look.
Dedicated implementation
A team that gets it stood up, integrated, and trained — not a help-desk ticket queue.
Ongoing support
Direct line to engineering. Quarterly reviews. SLAs that match the size of your operation.
Security & Compliance Posture
HIPAA
SOC 2
HIPAA
006 / Pricing
Beta · Founding Member Window
Three tiers. One open today.
Single User is live in beta — lock in $97/month for life by joining now. Agency and Enterprise launch on the standard roadmap.
Beta · Lock In Now
/ Tier 01 — Available
Single User.
The founding-member price. Lock in $97/month for life by joining during beta.
$97
/ month
Limited spots · Lifetime rate
Built for the working producer running a personal book. Live in beta now.
- Full community membership — Tech Savvy operator network
- Weekly live training + Build & Implementation Days
- ArchieOS access — selected spokes during beta, more added as released
- The Brain — trained on 11M+ lines of CMS data
- Connect existing tools — GHL, AgencyBloc, Meta, more
- 1 agent seat
- Pay-as-you-go usage — voice AI minutes & AI tokens based on actions billed separately (talk to us about enterprise pricing)
Lock in beta pricing →
Beta · Limited spots
Coming Soon
/ Tier 02 — Roadmap
Agency.
Built for agency owners with a team of producers.
Soon
Pricing at launch
For owners scaling beyond a solo book. Multi-seat access, team management, and priority support — sized for growing agencies.
- Multi-seat agent access
- Team management & role controls
- Shared brain & spoke configurations
- Priority support channel
- Agency-tier reporting
Coming Soon
/ Tier 03 — Roadmap
Enterprise.
Self-hosted deployment for top-tier FMOs, call centers, and large agencies.
Custom
Talk to us
Deploy ArchieOS inside your own private infrastructure. Built for organizations with strict compliance, data residency, or security requirements.
- Self-hosted & private deployment
- Custom integrations to in-house systems
- White-label branding
- Dedicated implementation team
- Direct line to engineering, SLAs
/ Founding Note
Beta members lock in $97/month for life. Standard pricing increases at general launch. Usage charges (voice AI minutes, AI actions) billed monthly based on actual use.
009 / Questions
The things everyone asks before joining.
/ 01What's the difference between Tech Savvy and other AI communities for agents?
Most communities teach AI — they run weekly trainings and you implement on your own. Tech Savvy gives you community PLUS optional access to ArchiOS, the AI platform we built for insurance distribution. You learn AND get the actual tools. Same $97 entry point, totally different value.
/ 02Do I have to use ArchiOS?
No. The community alone is worth $97/month — Meta Ads training, AI workshops, business strategy, and access to builders, agents, and CTOs. ArchiOS is optional. If you want to use it, you pay usage on top.
/ 03Is this for solo agents or agencies?
Both. And FMOs. And call centers. And tech teams building on top. We made Tech Savvy intentionally inclusive — no agent, agency, or FMO left behind.
/ 04Who is Mike Moore?
Mike is one of the most respected minds in AI and automation in our space. He was building bots in insurance before AI was a household word. He's joined as Victoria's partner on the community and platform — and brings ArchiOS as a partnered platform.
/ 05What does the founding member access get me?
Two personal calls per year with Victoria — anything you want to talk about. Plus a free 30-minute consultation when you join. This is going away the moment we launch ArchiOS publicly.
/ 06Can I cancel anytime?
Yes. $97/month, no annual contract.
/ 07Is my data secure?
ArchiOS is built on AWS with HIPAA-compliant architecture. We have BAAs in place with our infrastructure providers, encrypt data in transit and at rest, and apply strict access controls so your data stays protected.
/ 08I already vibe code my own AI tools. Why do I need this?
We welcome vibe coders. ArchiOS doesn't replace what you've built — it works with it. Builders get the freedom to create on top of an insurance-specific intelligence layer, and non-builders get access to everything they need to run their insurance business out of the box.
/ 09When does ArchiOS launch?
Soon. Full reveal via live webinar before the end of the month. Comment on our Skool or DM Victoria to be notified.
/ 10How is this different from GoHighLevel's AI Employee or Agent Studio?
Regardless of what version of GHL you use — whether you're a GHL Agency or a sub-account under a popular SaaS reseller — we connect directly with your account so you can enjoy the benefits of ArchiOS without replacing or changing what you have or built. We just show you how to supercharge it.
— Join —
The community where insurance changes.
Join the agents, builders, and CTOs already building the future of this industry.