Enterprise · Custom Builds
Custom AI infrastructure your agency owns.
For scaling Medicare, health, life, and annuity agencies that want to own their stack. Built on pure AWS or pure Azure, BAA-covered from day one.
Updated July 14, 2026
In one sentence: an Enterprise build is a production AI system, voice agents, custom workflows, AEO, and server-side tracking, deployed onto a cloud account you hold the keys to, so nothing you depend on can be repriced, revoked, or held hostage by a platform. Typical builds start around $5,997 one-time plus roughly $180/mo for the AWS or Azure infrastructure you own outright.
Most agencies do not buy infrastructure. They rent it, one seat at a time, until the monthly bill quietly passes what a permanent asset would have cost. This page is for the owner who has crossed that line, or is about to, and wants the math, the compliance basis, and the delivery process before booking a call. Everything below is scoped per project. The prices, the crossover month, and the ownership terms are the same ones we put in writing.
Mike builds the systems he sells: programmatic sites anchored on .gov data, HIPAA-compliant server-side tracking across a multi-site insurance footprint, and the AI infrastructure that runs Strategic AI Architects itself. He is a licensed insurance agent who grew a $1M-per-year ACA book, and a former CBOE, CFE, and CBOT market maker, so risk, compliance, and systems are the lens, not an afterthought. Behind every Enterprise recommendation sits SAA's own in-house research: 56,609 insurance agency websites audited to learn what actually gets an agency found, cited, and compliant, and a lead engine that has enriched 993,000-plus records for agents across 14 states. Read his full background.
What we build
The capabilities, not a service menu.
Six things we build. They compose into one stack you own. You do not buy them as line items; you buy the parts your book actually needs, wired together on infrastructure that stays yours.
Production AI for the workflows that move your book: quoting, triage, reactivation, retention. Not a chatbot bolted to a website, but agents that read your data, follow your rules, and hand off to a human at the moments that matter.
Inbound and outbound voice on Azure or AWS, BAA-covered. No vendor takes PHI off your stack. The agent qualifies, books, and logs the call inside your tenant, so the recording and the transcript never leave infrastructure you control.
Re-architect HighLevel workflows, pipelines, and integrations, or rebuild the mess, on infrastructure you own. We keep what works and move the parts that are costing you onto a tenant a platform cannot reprice out from under you.
The schema, authorship, and .gov data anchors that get your agency named in ChatGPT, Perplexity, and Google AI answers: visibility a competitor cannot copy overnight, deployed across every site you run. This is the same standard we hold every SAA-built page to.
Client-side ad pixels are a compliance liability on health and insurance sites. We replace them with consent-gated, server-side tracking across your whole footprint, so you keep attribution without piping protected health data to ad platforms.
Data-anchored pages at scale that index and get cited by AI engines, built on authoritative sources like the plan and enrollment data published at data.cms.gov, so every page has a citation an answer engine trusts.
Own vs rent
Why does ownership matter for an insurance agency?
Because on a rented stack, the two things that decide whether you keep growing, your data and your compliance posture, both belong to someone else. When a platform holds your contacts, your automations, and your call logs, a price change or a policy change is not an inconvenience; it is an existential event you did not vote on. Ownership moves that leverage back to you.
The data stays in your tenant
Your leads, policies, recordings, and transcripts live in an AWS or Azure account under your name. You can export, audit, or migrate any of it without asking a vendor for permission or paying an exit fee.
The compliance basis is yours to prove
When an auditor asks who has access to protected health information and under what agreement, you can answer with your own BAA and your own audit trail, not a platform's boilerplate you never signed.
The cost curve flattens
Rented seats scale with headcount and add-ons forever. Owned infrastructure is a one-time build plus flat cloud usage, so growth stops multiplying your software bill.
The exit cost is zero
There is no platform to leave, because you were never on one. If you ever part ways with us, you keep the tenant, the code, and the runbook, and the lights stay on.
Compliance
How is a build actually HIPAA compliant?
Short answer: we only touch protected health information on HIPAA-eligible AWS or Azure services, under a signed Business Associate Agreement, with server-side data flows and full audit logging, so no third-party vendor ever handles PHI off your stack.
Under HIPAA, a covered entity or its business associate must have a signed Business Associate Agreement in place before a vendor is allowed to create, receive, or transmit protected health information on its behalf (see hhs.gov). We sign it on day one, not after go-live.
HHS Office for Civil Rights has warned that online tracking technologies like third-party pixels can impermissibly disclose protected health information to ad platforms (hhs.gov), and the FTC has taken enforcement action against health companies for leaking sensitive data through them. Server-side, consent-gated tracking is the fix.
Every access to PHI is logged inside your tenant. When an auditor, a carrier, or a partner asks for proof, the trail already exists, and it belongs to you, not to a platform that may or may not hand it over.
The math
What does an Enterprise build cost?
Every Enterprise build is scoped per project, and typical builds start around $5,997 one-time. You then pay roughly $180/mo for AWS/Azure infrastructure you own. Compare the rented stack: HighLevel's published plans run $297 to $497 per month (gohighlevel.com/pricing), which is $3,564 to $5,964 per year in seats before add-ons. Here is the crossover math at the $497 tier: $5,997 up front plus $180/mo drops below $497/mo by month 19, and every month after that you keep the $317 difference. Own it, don't rent it.
Run it out three years at that tier and the gap is not a rounding error. The rented stack costs about $17,892 in seats alone across 36 months. The owned build costs $5,997 up front plus roughly $6,480 in cloud over the same span, about $12,477, and at the end of it you hold an appreciating asset instead of a canceled subscription. The add-ons the rented plan needs to match a custom build, extra sub-accounts, usage overages, third-party voice, only widen the gap.
| The rented stack | The SAA build | |
|---|---|---|
| Monthly cost | $297 to $497/mo in seats, before add-ons | One-time build + ~$180/mo infra |
| BAA coverage | Rarely, never end-to-end | Signed, day one |
| Owns the data | The platform does | You do, your tenant |
| Owns the IP | Licensed, not owned | Your code, your repo |
| Custom agents | Templated, if any | Built for your book |
| Exit cost | Rebuild from zero | None, you already hold it |
How we work
How does an Enterprise build work?
Three steps, and you own the output at every one: a Week 0 Architecture Read on paper, a sandbox-tested build with weekly walkthroughs on your own cloud tenant, then a handoff where you hold the tenant, the code, and the audit trail. Nothing goes into a black box, and nothing is ever ours to hold back.
We map your stack on paper first
Week 0. A written architecture doc: what you run, what's exposed, what to build, in what order. We inventory the data flows, flag the compliance gaps, and sequence the work so the highest-risk or highest-return piece ships first. Yours to keep whether or not we build it.
Sandbox-tested, walked through weekly
We build on your own cloud tenant, test in a sandbox, and walk you through it every week. You see the work as it lands, ask for changes while they are cheap, and sign off in stages. No black box, no big-reveal at the end.
You hold the keys when we leave
You own the tenant, the code, and the audit trail, plus a written runbook so your team can operate the stack without us. The exit cost is zero. It was always yours.
FAQ
Before the build.
Do we really own the AWS/Azure account?
How is this HIPAA compliant?
Why replace our tracking pixels?
Can you rescue our existing GHL setup?
How long does a build take?
When does the owned build pay for itself?
What do we actually get at handoff?
We already pay for HighLevel. Does this replace it?
Is this the same thing as Ambrose or Digital Foundation?
Bring the hard problem. We'll map it on the call.
30 minutes, free architecture read, no deck, no pitch. You leave with a written map of the build whether or not we ship it.