People first. Technology second.

Meet the people behind InsuranceWizard.ai

Modern AI paired with licensed insurance professionals who believe insurance should be simple, honest, and centered around you.

Shawn Rice, Founder

Founder story

Shawn Rice

Founder · Senior Insurance Advisor

After helping thousands of families with their insurance over many years, Shawn realized the biggest problem wasn't simply finding insurance — it was helping people truly understand it.

Insurance had become complicated. Technology often made it faster, but rarely made it feel more personal.

InsuranceWizard.ai was created to combine modern AI with trusted insurance professionals so customers never have to choose between convenience and expert guidance. Every recommendation is made as though we were protecting our own family.

“Technology should make insurance feel more personal — not less.”

— Shawn Rice, Founder

Why we built InsuranceWizard.ai

Insurance should be easy.

Independent Advice

We work for our clients — not one insurance company. Every recommendation is based on what actually protects you best.

Technology with Purpose

AI handles the repetitive work so our advisors spend more time helping people and less time chasing paperwork.

Relationships First

The best insurance experience combines modern technology with trusted human guidance. We refuse to choose between them.

Meet our advisors

Real advisors. Real relationships.

Every one of us is licensed, local, and here to answer the phone.

Jonathan Ramos, Agency Operations

Jonathan Ramos

Agency Operations

Jon has sat on every side of this business — advisor, owner, consultant — and uses that perspective to make sure our team is set up to actually help people. He lights up when a client calls back years later to say the coverage did its job.

Jeff Lutes, Commercial Insurance Advisor

Jeff Lutes

Commercial Insurance Advisor

Jeff works with families and business owners who have a lot to protect and not a lot of time to sort through it. He treats every policy like it's his own — because to the family behind it, it is.

Lena Do, Personal Risk Advisor

Lena Do

Personal Risk Advisor

Lena's favorite part of the job is the review conversation — the one where a client learns they've been overpaying or underinsured for years, and she gets to fix it. Patient, thorough, and quietly relentless on your behalf.

Sou Sisouvanh, Client Success Manager

Sou Sisouvanh

Client Success Manager

Sou has spent two decades helping families — especially in the Lao community — feel seen and understood by an industry that too often doesn't. If you call our office, there's a good chance she's the reason you feel taken care of.

How it works

The InsuranceWizard Experience

Modern technology, guided every step of the way by licensed professionals.

  1. Step 1

    Connect Your Insurance

    Share your current policies in minutes — securely and without the paperwork shuffle.

  2. Step 2

    AI Organizes Your Information

    Our platform reads, structures, and highlights what matters most across every policy.

  3. Step 3

    Licensed Advisor Reviews Everything

    A real, licensed professional double-checks the details before anything reaches you.

  4. Step 4

    Personalized Recommendations

    You get clear, plain-English guidance built around your family, business, and priorities.

  5. Step 5

    Annual Coverage Reviews

    Life changes. So does your coverage. We proactively review your protection every year.

Meet your digital team member

InsuranceWizard AI

Think of it as another member of the team — not software. Available 24/7 to start quotes, answer questions, organize requests, schedule appointments, and introduce you to the right advisor.

It never replaces our licensed insurance professionals. It simply helps us serve you faster.

InsuranceWizard AI

Available 24/7 · Backed by real advisors

Our promise

Our Promise to Every Client

  • We recommend coverage we'd choose for our own family.

  • We explain our recommendations in plain English.

  • We review your protection as your life changes.

  • We use technology to save you time — not replace relationships.

  • We are here when you need us most.

By the numbers

InsuranceWizard, at a glance

Insurance Companies
40+

Insurance Companies

Google Reviews
200+

Google Reviews

Average Rating
4.9★

Average Rating

AI Assistant
24/7

AI Assistant

Professional Advisors
Licensed

Professional Advisors

Ready to experience insurance differently?

Whether you need a quote, want to review your coverage, or simply have questions, we're here to help.