My Policy Advocate Inc.

𝗙𝗿𝗼𝗺 𝗙𝗿𝗮𝗴𝗺𝗲𝗻𝘁𝗲𝗱 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗘𝗕𝗜𝗧𝗗𝗔 𝗚𝗿𝗼𝘄𝘁𝗵
𝗠𝘆 𝗣𝗼𝗹𝗶𝗰𝘆 𝗔𝗱𝘃𝗼𝗰𝗮𝘁𝗲 & 𝗳𝗽𝗖𝗢𝗥𝗘 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝘃𝗲𝗿𝘁𝗶𝗰𝗮𝗹 𝗽𝗿𝗼𝗼𝗳𝘀.

The Company has built an AI-powered operating layer for regulated B2B markets, starting with insurance agencies and financial advisory firms.

At the center is our Super Agent architecture. It reviews books of business nightly, scores risks and opportunities, and delivers prioritized next-day actions with NPR-style audio briefings. Instead of adding dashboards or reports, the platform turns existing data into actionable work that improves productivity, compliance discipline, revenue execution, and EBITDA.

Commercialization begins with independent insurance agency deployments, then expands into larger agencies, enterprise accounts, and financial advisory firms. fpCORE extends the same model into the advisory market, doubling the near-term opportunity.
We have a non-binding LOI from U.S. Financial Services and a planned 60-day pilot while working through Kestra compliance. If successful, the pilot could lead to firmwide deployment and broader Kestra ecosystem opportunities. Our protocols are designed to complement Kestra’s systems by adding workflow intelligence and advisor productivity.

A third opportunity is emerging: reusable regulated-market templates. Many compliance-driven industries share repeatable workflows, risk patterns, and books of business. Our platform can convert those patterns into scalable protocols, algorithms, and templates for additional markets.
The Company has three growth engines: My Policy Advocate for insurance agencies, fpCORE for financial advisory firms, and regulated-market templates for other compliance-driven industries.

The differentiation is clear: we turn existing data into profitable, compliant, next-best actions—creating an active operating layer that helps firms work smarter, move faster, and capture more value from the business they already have.