Forward-deployed AI · Chicago & the North Shore
Ready-made AI agents,
deployed into your firm.
We design, build, and deploy full-stack AI agents into your stack, then train your team to run them. For commercial insurance, law, wealth, private equity, and family offices. You own what we build.
Worked with
What we build
Systems that ship into your stack.
We build the agents and automation, deploy them into your accounts, and hand them to your team. You own what we build.
AI agents
Named agents for the document work that eats your week: intake, review, drafting, and reporting. Built into the tools your people already use, with a human check at every step.
- Submission and matter intake
- Document review and drafting
- Reporting desks
- Read expiring policy0.4s
- Pull exposure changes0.6s
- Draft renewal packetnow
- Queue for your reviewnext
Illustrative. We build this into your stack.
Workflow automation
Finance and back-office processing, document handling, and reporting wired end to end, so the same team does more without more headcount.
- Finance and back-office
- Document pipelines
- Scheduled reporting
Data and systems migrations
Moving data and workflows between systems cleanly, with the plumbing that makes AI usable across your whole stack.
- System to system moves
- Clean data plumbing
- AI-ready foundations
Legacy CRM
12,480 records
New stack
12,480 clean
Illustrative. We build this into your stack.
Self-hosted, private models
For confidential work, private models on infrastructure you control. Nothing leaves your systems, with a human review step and a full audit trail.
- On your infrastructure
- Human review + audit trail
- Nothing leaves your systems
Case studies
What we have done for them.
Translation and interpretation services · Chicago, Illinois · 1 to 10 employees
Bace designed and deployed a hybrid AI stack for an interpretation and translation services company, trained the staff, and left the playbooks behind.
- Designed and deployed a hybrid AI stack
- AI training for 10 staff
- Internal playbooks and prompt libraries
~$7,000 / week
avoided in incremental staffing cost
~7 hrs / employee / week
saved across 10 staff
"We were impressed by the speed and responsiveness of Bace Agency's team."
AI publishing software
An agentic build-out spanning the full spec, from employee training through software and AI agent development.
ABA fieldwork software
Consulting and advisory on increasing revenue by implementing AI across the workflows, plus employee training.
Specialty insurance underwriting
Employee training and hands-on implementation of the workflows.
Real estate law
Advisory and agentic software development for the firm.
ABA trade media
Advisory on implementing AI across the operation, plus hands-on training for the team.
In the room
You work with the person, not a vendor.
The same person who speaks on AI at Northwestern and Lake Forest College walks your operations and builds what your firm runs.
Free AI readiness check
Can AI search find your firm?
When someone asks ChatGPT or Google's AI for a firm like yours, does it find and cite you? Leave your website and we will send a free report on where you stand.
- A GEO audit of your site, reviewed by hand.
- Where ChatGPT, Perplexity, and Google AI can and cannot find you.
- The fixes that matter most, ranked by impact.
Free. No spam. We review every site by hand. Report in one to two business days.
What we have shipped
Real work, real numbers.
Commercial insurance
22 hrs/wk to near zero
Data entry cut to almost nothing, errors from about 6% to under 0.5%. 37% more productive.
Family office
8 processes automated
About 32 hours a week freed, with full team adoption. North Shore family office.
Professional services
24 hrs to 4 min
Quote response time cut from a day to minutes; quote-to-project rate roughly doubled.
Translation services
~$7,000 / week avoided
A hybrid AI stack plus training for 10 staff and internal playbooks. (Speakr)
Across the book
~100 projects
Most engagements free up 20 to 30 hours a week. 95% retention over three-plus years.
Client identities protected under NDA unless named. Full case studies at baceagency.com/case-studies.
The playbooks
Agent playbooks, ready to deploy.
Named systems we build into your stack, mapped to how your firm actually works. We deploy and run them; you own them.
Commercial insurance
Get the guide- 01 Submission & ACORD Intake
- 02 Quote & Carrier Comparison
- 03 Renewal Chaser
- 04 COI & Policy Check
- 05 Loss-Run Packager
Law firms
Get the guide- 01 Matter Intake & Conflict Check
- 02 Document Review Analyst
- 03 Discovery Organizer
- 04 First-Draft Drafter
- 05 Docket & Deadline Watch
Wealth advisors
Get the guide- 01 Onboarding & KYC Prep
- 02 Meeting Prep & Recap
- 03 Reporting Desk
- 04 Compliance Archivist
- 05 Prospect Research
Private equity
Get the guide- 01 Deal Screener
- 02 Diligence Data-Room Analyst
- 03 Portfolio Reporting Desk
- 04 Back-Office Automator
- 05 IC Prep
Family offices
Get the guide- 01 Principal Reporting Desk
- 02 Bill-Pay & Invoice Coder
- 03 Capital-Call & K-1 Tracker
- 04 Meeting Briefer
- 05 Entity Doc Organizer
We build and deploy these in your stack. Not a product you sign up for.
How we work
Audit. Build. Scale. You own it.
A focused engagement in weeks, built in your stack and handed to your team. Not a pilot that never ships.
Audit
A short, hands-on read of your operations. We map where agents and automation return the most, ranked by value and tied to what matters to your firm.
Build
We embed and ship a working agent into your stack, plugged into the tools your people already use, with a human check at every step. Fixed scope, no eighteen-month roadmap.
Scale
It runs in production. We train your team, hand over the keys, and document a playbook you can reuse across the firm.
Two ways to work
Build one, or embed a team.
Ship one playbook
We scope a single agent, build it into your stack, and hand it over with a trained team and a documented playbook. A defined engagement with a clear finish line.
- One agent, shipped to production
- Your stack, your accounts, your data
- You own it, we stay available
Run the portfolio of agents
We embed as your forward-deployed AI team, standing up playbook after playbook across the firm, and operating them with you until your team takes the wheel.
- A rolling program of playbooks
- We build, deploy, and operate
- Reuse the win across the firm
Engagements are scoped to your firm. Book a call and we will price the first build.
Founder
Michael Pavlovskyi
I have led AI teams inside a family office, automated a commercial insurance agency, and built AI applications for private-equity shops. Across about 100 projects at Bace Agency, most engagements free up 20 to 30 hours a week, with 95% client retention over three-plus years.
Frequently Asked Questions
Is this a product I sign up for?
No. Bace Advisory is a forward-deployed implementation team, part of Bace Agency. We build the agents, deploy them into your own stack, and hand them to your team. You own what we build. There is no login, no subscription, no self-serve app.
What exactly is an agent playbook?
A named, repeatable system for a specific job in your firm, like Renewal Chaser or Matter Intake & Conflict Check. We build it into the tools you already use, with a human review step, and document it so your team can run it.
How fast do you ship?
We work in weeks, not eighteen-month programs. The audit is a short hands-on read; the build is a focused sprint that puts a working agent into production. We fix scope rather than let a timeline drift.
How do you handle confidential client data?
Security is the starting point. For confidential work we can run everything on a private, self-hosted setup on infrastructure you control, so nothing leaves your systems, with a human review step and an audit trail.
Who do you work with?
Commercial insurance agencies, law firms, and wealth advisors, plus private equity and family offices, across Chicago and the North Shore.
How do we start?
Book a call. We will walk your operations, show you the first agent worth building, and give you a plan you can act on, whether you work with us or not.
Book an audit
Find where AI returns the most.
Book a call. We will walk your operations, show you the first agent worth building, and give you a plan you can act on, whether you work with us or not.