Automate the busywork.
Close more deals.
More qualified leads, faster follow-up, fewer dropped deals. We build the systems behind the scenes so insurance, mortgage, and real estate teams sell more and admin less.
Built for
The problems we solve
Less busywork. More deals closed.
Every system is custom-built around one goal — getting you more time with clients and more clients through the door.
No Lead Waits More Than 60 Seconds
Every new lead gets an instant, human-like response and qualification — so hot leads never go cold waiting on a callback.
Paperwork Stops Eating Your Week
Applications, contracts, and policy documents get read and processed automatically — no more manual entry across five different systems.
Your Pipeline Runs Itself
Follow-ups, reminders, and CRM updates happen automatically across HubSpot, Salesforce, BluePrint, or whatever you already use.
Clients Get Answers, Day or Night
A 24/7 assistant trained on your products handles FAQs, scheduling, and routing — so nothing waits on office hours.
Compliance Runs in the Background
Audit trails, renewal tracking, and reporting happen automatically — no spreadsheet chaos, no scrambling before a review.
Whatever's Costing You Time, We Fix It
If it's repetitive, manual, or eating hours every week, we build a custom system around it — engineered for how your team actually works.
How it works
From first call to real revenue impact in weeks.
Find the money leaks
On a short call we pinpoint where your brokerage is losing deals and hours. You leave with a clear picture of what fixing it is worth.
Custom blueprint
You get a plain-English plan: what changes, what it saves, and when it ships. No jargon, no vague scopes.
Build and launch
We build inside the tools you already use and go live in 2 to 4 weeks. Your team starts seeing results almost immediately.
Compound the results
We keep tuning and adding fixes as your business grows, so the time and deals you get back keep stacking up.
About Kactus Automation
We sell results. Automation is just how we get there.
Kactus Automation is a Canadian studio built for insurance brokers, mortgage brokers, and real estate teams who are done losing deals to slow follow-up and buried inboxes.
We don't pitch AI or workflows. We pitch outcomes: more qualified leads in, more deals closed, fewer hours wasted on data entry. The tech is our problem, not yours.
If it's costing you time or costing you deals, we'll fix it. That's the whole job.
"We build the systems brokers wish their software vendors had built years ago."
— Kevin O'Brien, Founder
What you get
Priced on outcomes, not on hours or hype.
No vague scopes, no mystery invoices. Here's exactly what changes in your business when you work with Kactus Automation.
We map your intake, follow-up, docs, and CRM flow and show you exactly where leads and hours are leaking out.
A scoped blueprint with timeline and expected impact. You see what ships, when it ships, and what it's worth.
No off-the-shelf templates. Every workflow is engineered around how your brokerage actually sells and serves clients.
We train your people so they own the system day to day. You keep the results, we stay on call.
After launch we tune against real usage so the outcomes hold up in the wild, not just in a demo.
As your business grows we add new fixes on a simple monthly retainer, so the time and deals you get back keep growing.
At a glance
Every project starts with a free strategy call. We will tell you honestly if we are the right fit — and if we are not, we will point you to someone who is.
Beyond Brokerages
We also host and consult on AI tools for any business.
Not a broker? We still help teams pick, set up, and run AI tools — without the guesswork.
AI Tool Hosting
We host and maintain your AI tools and integrations, so nothing breaks and nothing's on you to manage.
AI Strategy & Consulting
Not sure where AI fits in your business? We audit your workflows and tell you exactly where it'll save time and money — no fluff, no upsell.
Implementation & Training
We set up the tools, connect them to your existing systems, and train your team to actually use them day to day.
FAQ
Questions? Answers.
Most first systems go live in 2–4 weeks. Complexity varies, but we scope everything upfront so you know the exact timeline before we start.
Most brokers get back 15–20+ hours a week once their first system is live — time that goes straight back into calls, meetings, and closing deals.
Yes. We integrate with HubSpot, Salesforce, BluePrint, Applied Epic, ZoHo, and most major broker tools. If it has an API, we can connect it.
Both. We build the initial system as a fixed-scope project. After that, most clients stay on a monthly retainer for optimization, new automations, and support.
No. We design every system for non-technical users and provide full training. If your team can use email and a CRM, they can use what we build.
We build with PIPEDA, provincial privacy laws, and carrier compliance requirements in mind. All data stays in your systems — we do not store client data on our end.
That is exactly what the free strategy call is for. We audit your workflows, identify the biggest time-wasters, and recommend the highest-ROI starting point.
Let's fix what's
costing you deals.
30-minute strategy call. We'll show you exactly where you're losing time and deals — no pitch, no pressure.
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