Book my free Busywork Audit

Fold the busywork. Keep the clients.

We call every new lead back in minutes, answer every call even after hours, and follow up until they sign. You win more of the clients you already pay to find.

Book my free Busywork Audit See what we build →
GL+10% revenue in 2 weeks* · Live in 14 days, or your money back
+10%revenue in the first 2 weeks*
+15%more policies written*
~20 hrsa week of admin back*
~20 yrsdelivering for Citi, KPMG, IBM and Vietnam Airlines

*Client-reported by Long Island Agency after the builds went live. Every firm is different.

Client workEnterprise work · Jasmine delivered for

Client

CRM, speed-to-lead & newsletter

Frank R. Hernandez, General Agent

Client

CRM, follow-up & AI receptionist

Insurance agency

Jasmine delivered for

Business intelligence system

Brings 100K+ records from 7+ systems together

Jasmine delivered for

$500K saved

Agentic AI infrastructure · 2026

Jasmine delivered for

Sales analytics

SQL & Tableau

Jasmine delivered for

+25% market share

Market expansion · marketing strategy & analytics

See it work

Watch one lead get caught.

  • A call or text back in minutes, in your firm's voice
  • The meeting booked straight into your calendar
  • A heads-up to your team the moment a lead is ready
Book my free Busywork Audit →
Lead caught
Example
  • DM
    New lead from website Web form
    7:42 pm · Dana M. asked about term life
  • TF
    Called back in 47 seconds Answered
    7:43 pm · Your firm's voice, after hours
    0:48
  • ✓
    Quote booked for Tue 10:00 Booked
    7:45 pm · On your calendar. Team notified.
47 secLead to booked quote.
Illustrative timing.
Reviews

You're in good hands.

What our clients tell us.

Long Island AgencyKnights of Columbus Insurance · Melville, NY
“This is a game changer for our business.”
+20%policies written, all systems
+15%from the client newsletter
~20 hrsa week back
Frank R. HernandezGeneral Agent · AI receptionist, CRM automation, speed-to-lead, onboarding
Read the full story →
PO
Pappas OrganizationGlobe Life agency
~20% lower operating costs
Onboarding new agents runs in one click. New people get started faster and stay.
Reynolds AkuamoaPappas Organization · paraphrased
JDA
JDATax firm
5 min reply to every new lead
AI agents research tax law, train new staff and answer client questions every day. Operating costs are down about 20%.
JDA teamTax firm · paraphrased

"Paraphrased" means Taskfold's summary of feedback the client gave on a call, shared with their permission. Results are client-reported; every firm is different.

Explore

Everything you need to decide.

Who it's forInsurance, tax and other client-service firms.See more →What we buildFour systems that catch leads and cut busywork.See more →How it worksThree steps. The first one is free.See more →The 14-Day PromiseOne fixed price. Live in 14 days, or your money back.See more →About JasmineEnterprise know-how, working for your firm.See more →

Find out where your leads are leaking.

Book a free 30-minute Busywork Audit. We'll show you where your firm loses clients and hours, and what it's worth to fix.

Book my free Busywork Audit

30 minutes, video call · Free, no obligation · America/New York

Prefer email? jasmine@taskfoldconsulting.com