Contact Bace Agency
Get a custom proposalAI automation for insurance, law & finance
Bace Agency is an AI workflow automation, consulting, and training firm based in Lake Forest, Illinois. We serve family offices, private equity shops, and professional services firms (insurance, law, financial advisory) across Chicago's North Shore.
We organize our work around two pillars: Build and Adopt.
Under Build, we design and ship bespoke automations tuned to your firm's specific workflows. That includes quote comparison flows, RFP prep, plan modeling, document routing and intake, back-office process automation, and custom workflows that connect the tools you already pay for. For firms that cannot send client data to public AI providers, we deploy and host local AI models on your own infrastructure. AI phone agents are available when call volume justifies them.
Under Adopt, we run employee strategy sessions that map where AI actually fits in your team's workflow and where it does not. We onboard and train your employees to use AI confidently in their day-to-day work. We also offer broader AI strategy consulting, including operations audits, prioritized roadmaps, and tool selection.
We organize this way because most firms need both pieces. The sharpest automation fails if your team does not adopt it. The best training is wasted if the workflows behind it never change.
Recent outcomes include a North Shore insurance agency that became 37% more productive in 8 weeks, a Chicago translation firm that cut quote turnaround from 24 hours to 4 minutes and translator matching from 2 days to 3 hours, and a North Shore family office that reclaimed 32 hours per week through training plus process automation.
Based in Lake Forest. We serve firms across Lake Forest, Highland Park, Evanston, Wilmette, Winnetka, Kenilworth, Glencoe, and Lake Bluff, in person or remotely.
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Min project size
$5,000+
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Hourly rate
$150 - $199 / hr
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Employees
10 - 49
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Locations
Buffalo Grove, IL
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Year founded
Founded 2022
1 Locations
- Buffalo Grove , IL
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Our Story
Bace started in a Lake Forest family office in 2022. We were brought in to fix operations and watched AI stop being a buzzword — real profits, real hours saved. So we built Bace to do that for the firms around us: family offices, PE shops, insurance, law, finance. Two pillars: Build the automation your workflows need, Adopt it so your team actually uses it. Most agencies pick one. We do both. North Shore based, in person or remote.
What Sets Us Apart
Vertical Focus on Professional Services
We work only with insurance agencies, law firms, family offices, PE shops, and financial advisors. We understand compliance, client confidentiality, regulatory documentation, and the operational realities of professional services from day one, not after a discovery call.Two Pillars: Build and Adopt
Most AI agencies pick one side. They build automations or they train teams. We do both. Build: bespoke automation, local AI hosting, custom workflows. Adopt: employee training, strategy sessions, AI consulting. Automation fails without adoption. Training is wasted if workflows never change.Local North Shore Presence
Based in Lake Forest, with in-person delivery across Lake Forest, Highland Park, Evanston, Wilmette, Winnetka, Kenilworth, Glencoe, and Lake Bluff. For insurance, law, and finance firms, proximity matters. We are not a remote vendor pretending to know the North Shore.Locations (1)
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