How One Woman Turned Heartbreak Into a Thriving Tech Company

and immediately started trying to grow our family. And it was not an easy road whatsoever.

“So I've had like every miscarriage in the book.”

And so we went through another agritrible. Got four more embryos. Yeah.

And our daughter Lucy is our first from that batch.

Lindsey Bolton is a strategic, systems driven, and forward thinking automation strategists and the founder of Agency Zuma Phi. Leveraging her deep expertise in operational systems, she helps insurance agencies,

seamlessly automate their sales and service workflows, empowering them to scale without burnout and building a foundation of lasting operational excellence. How is it being a woman in tech? A lot like just being in the insurance industry in general,

most people don't respect you. Yeah. So you kind of have to demand it and push for it. And most agencies are have to have a CRM to run their business or need a CRM to run their business.

Yeah. And we landed on this one in our own insurance agency. And it comes as a blank platform. Everything inside of it has to be built from the ground up.

We built it in our own agency for our own agency.

And we would have people come to us and say, like, hey, how are you growing so quickly? Like, what are you doing? Yeah. [MUSIC PLAYING]

It's bad to go like a super high school. Internet helpers. We're living here today. Apple is going to reinvent the phone. It's not over.

I'm telling how we're living. You're legacy podcast for those who live to live a legacy. [MUSIC PLAYING] Hey, welcome back everyone to another episode of Living Your Legacy Podcast.

It's almost lunchtime here in the studios and sunny Miami Beach, Florida.

“And we got a special guest today on Mompreneurs, right?”

So all you mothers out there, you want to tune into this. But yeah, introduce yourself. Where you from? And what are you doing? Yeah.

My name is Lindsay Bolton, I am from Conor of Texas. OK. And my husband and I own a tech company that builds automation systems for insurance agents. All right.

So tech company, right? How is it being a woman in tech? It's a lot like just being in the insurance industry in general. Most people don't respect to you.

Yeah. So you kind of have to demand it and push for it. OK. So are you guys vibe coding or how are you building your tech? So we actually use a CRM system that's called agency Zoom.

OK. Most agencies have to have a CRM to run their business or need a CRM to run their business. Yeah. And we landed on this one in our own insurance agency.

And it comes as a blank platform. Everything inside of it has to be built from the ground up. Yeah. Every setting, every piece of automation, templates, so on and so forth. And we built it in our own agency for our own agency.

And we would have people come to us and say, like, hey, how are you growing so quickly? Like, what are you doing? Yeah. And we would point to agencies Zoom and say,

this is what we've built. This is what we're doing using. And we'd help to build those systems on the side for them. OK.

And it ultimately turned into a full-fledged business.

No, it's like we're not doing any coding for say. We're more so building out like when you-- all the little messages you get from your doctor's office, like, hey, your appointment's coming up. Or hey, follow-ups, and so on and so forth.

Nice, nice. And does AI kind of play a part in it now? I love that you asked about that, because we are actually-- we just launched an AI company, a side from agency Zoomify, where it will-- it's called a GENTIVE one.

And it will connect to their AMS systems, which is their agency-- It's an AMS system. It's their agency management system. It's like where all their carriers connect.

Gotcha. So for like an independent agent, they work with hundreds of carriers. Yeah. And they have to have a system they can go to

to go run their quotes to pull it all into one platform. Gotcha. So our AI platform will connect to their AMS system and their CRM and transfer the data back and forth for them to eliminate more manual tasks.

All right. Seems like you're taking a big bird's nest of issues and kind of making it like streamlining it, right? So I'm sure they're so happy with the tech and everything. So what was the biggest kind of main issue that you saw

with, you know, because sometimes when we were thinking about building a tech, we saw the old back end of a system. And it was like, you know, of a big company. And it was like, kind of like,

“we're reminded you of like Windows 98 in the back end, right?”

Although the front end, they were very successful and it seemed amazing. But then when you started to use a system, it's like, wow, this can't be, you know?

And you know, it wasn't really our passion. So we didn't go in there.

“But it was just a situation where I saw,”

hey, we could have gone in there and like modernized it, made it better. Yeah, how was it for you? I feel like with agency Zoom, they've done a great job. With making it user friendly for the agents to use.

Because systems are a lot of CRMs are like that where they're clunky, they're hard to use. Yeah, user friendly is so key, especially when you, you know, today the modern person using so many apps is so much UI and UX that we just had hands-on experience.

So yeah, for me, when that Windows 98 version in the background, I was like, oh, this ain't it, you know? Yeah, so they're doing a great job. And yeah, I mean, tell me more about how you guys discovered that AI can kind of help you, I guess it was like connect

to these systems together. Yeah, absolutely.

So we realized a problem first,

agents are struggling with a repeatable process. And so we eliminated that with agency Zoomify. Now we have built this system that has this repeatable process that they can use to guarantee them to scale in their agency. If I was using it correctly.

Yeah. And it also goes hand in hand with buying leads and so on and so forth. But--

“Because I had a friend out, he was an insurance agent, right?”

And it was funny because every day he'd be making kind of like a new landing page, right? And it was the most simple landing page that didn't really have much to it. But it was like, hey, he's like, there's insurance

for everything. He's like, I'm making a landing page today on-- I think it was like this donkey, this company that has like, there's companies out there that have like these donkey rides, but they also sell like drinks or something like that.

It was like the most random weird thing, right?

And he's like, yeah, I just put these keywords up, you know? And then they need insurance for it. And it's really hard to place insurance for like all the wall things like that. Yeah.

Even like people that own like bounce house companies and stuff like that-- Yeah, more pony rides. Yeah, most companies don't-- insurance companies don't want that risk.

Because it comes along with that. And so there's like specialty carriers. So I can see what you mean by him doing that. Yeah, yeah, yeah. So yeah, and you're going, it just reminded me.

So I cut you off, right? Yeah. And you're going-- And so like, a gentle, the reason why I built that company was to connect.

So for instance, what a gentle does is it will see there are alerts in their AMS system like in past do payments, missing documents, things like that for their customer. And it will recognize that that alert is in there.

And it will go and create the service request in agency Zoom and start the automation. So as soon as they have a past do payment, it's emailing and texting the customer saying, hey, you have a late payment of $250

due by August first. Yeah. We need to talk to get your payment results. Right, I'll. And wasn't there automations that would do that

already or-- Oh, so it was a manual process.

“You have to have a person go into the AMS, look at the alerts,”

and go in physically, put in those requests in agency Zoom. Yeah, yeah, OK. But with the AI platform, it will see it and do it four years to donate that busy work. Got you.

So is that-- oh, my God, I'm forgetting the name of the app that does all the automations and agents. What app are you using for the AI automations and all that? You mean like a chat bot? No, like is there a special app that you're

using to integrate the AI? We built it. Oh, what? Yeah, we built the technology for it. OK, well, there you go.

Yeah. And nice. And all right, outside of the business, right? Well, let's say, it's monpreneurs, right? So are you a mother?

Yes, I am. All right. So I kind of heard that it was a journey to get there. Absolutely. So my husband and I got married when we were 22, 23,

and immediately started trying to grow our family. OK. And it was not an easy road whatsoever. I went through an IVF agriculture, I got four embryos.

My first implant, it was at topic.

My second, I had found out I had a blood clotting disorder. I didn't know about. I lost that one through miscarriage as well. My third implant, we did twin boys. And they was a blighted oval.

So I've had like every miscarriage in the book. Oh, my God. And so we went through another agritrable. Got four more embryos in our daughter Lucy is our first from that batch.

OK, well, she's two now. Well, I do this month. But you didn't get getting embryos. It's a process of elimination, right? It's like, there's like the different stages, right?

in the process of elimination, like the stage one. They do this. And then you get down to four embryos. I love a condition called lean PCLS. OK.

So I have a lot of eggs, low-ide quality.

And so my first agritrable, they took 43 eggs from me.

OK, yeah, that's a lot. A lot. And it made me hyper-stimulate, which is a whole other condition. I had to be on bed rest and whatnot. But when they took these 43 eggs, they mixed it with the sperm,

that brought it down to, I believe, like, 30. And like, 30 that were viable at that point. And then they let them grow and elab over the course of a four to six-day period before they freeze them. And so I think we had like 12 that made it through that period.

Yeah. But then they, once they made it through the period and frozen, they send them off for this testing called PGTA testing, where they test to see if they have any genetic abnormalities,

because with IVF, it actually can cause genetic abnormalities. And so each time they did this for us, we ended up with only four each. Or genetically normal. Yeah.

But even four is good, right?

“I mean, honestly, we went through the process once, right?”

And because it's expensive, it's expensive, right? And yeah, that final stage, even if you have a lot of eggs, it's like, it gets cut in half, and half. And then, at the end, unfortunately, we didn't have any embryos, right?

And so hard. Yeah, it's so hard. So yeah. So then you had a, had a giant. Yeah.

Yeah. She's a blessing, such a blessing in her life. We are so grateful. And I know our story has been hard, but also I feel for people, like you guys that went through it

and ended up empty handed. Yes. I genuinely, like, I feel for y'all. It's such a hard journey and a long journey expensive, the emotional physical, the turmoil that you go through.

The travel, because they're not close, you know?

“It's not like at your local hospital or something, right?”

So you usually have to go to, and what clinic did you go to? I went to heart fertility, and the woodlands. And my doctor recently moved to Texas Children's, though, and I followed him where we've been trying to go through this process, again, since having our daughter for about a year now.

OK. I've had to have three surgeries in the last six months. They found a hole for my C section that did heal properly. And it's letting in fluid, and so they tried to repair that. It's fixed now, so they say, but the fluid keeps still reappearing.

And they don't know why now. And they were just kind of like throwing up their hands. I'm like, oh my gosh, I don't know what to do.

And so right now, I'm trying a different protocol that I've never done before.

And we'll see if it works. But I also have a surrogate lined up for my church. OK, yeah. And for the surrogate, one woman that we met in the waiting room, because he's been a lot of time in the waiting room sometimes,

she was a surrogate, right? And she was just like her story was really crazy. I was like, wow, OK, why are you a surrogate? And then she was like, I just loved the process of having a child in me, right?

But then she said, also, this woman that was looking for a surrogate, she's like, she wanted a surrogate that did it without any drugs. And she was like, yes, that's exactly how I want to carry a child, too, without the drugs and all that. So it was just like the perfect fit, right?

“But she just liked the nine months journey of, you know?”

I can't say that I can relate to thinking being pregnant. But mostly my reasoning is around being just so scared my entire pregnancy, losing her.

Like, I'm always petrified, still, even though she's walking

and talking, I'm so scared of losing her. So yeah, yeah, yeah. Yeah, it's a different journey for parents that struggle. Oh, my God, it's intense, it really is. So now, right, you're going through it again.

And how many times have you done it again? Four. Four. So I did four, like, leading up to Lucy was my fourth pregnancy. But I had lost four embryos, peroxited twins that one time.

Yeah. And then that had to be a difficult one. Yeah, very. And then I have three left, but I've gone through the implant process four times since having my daughter.

They just haven't gotten to the implant. Yeah, I get canceled the week before implant every single time because they find the fluid. Yeah. And they're like, okay, well, you can't, an embryo can't stick

if there's fluid. And so they have to cancel it. And so I'm grateful that we haven't wasted any embryos on it.

Let's cancel it and move on. But it is discouraging just like I thought after having my daughter, it was going to be easy, like the next pregnancy. Like, oh, my body knows what to do now. So it'll be fine.

And it's just like, man, it's not fine. The, yeah. And it's funny when you, when you go through it several times, you become an expert. You know, like, there's people in that waiting room who've

done even more times than you, right?

And they're still waiting for their first.

It's like really such a, such a journey. And there's so many drugs involved the timing of everything.

“What are your tips having gone through it so many times?”

What would you say to people that haven't done it before? And to give them that hope? So I will back up to your point real fast on just like the, you know, being an expert, you learned so much through the journey. My poor husband knows way more about the female anatomy than he

finally should. Yeah. But we, through this process, we have learned so much. And knowing the timing and the drugs and all of those things, I feel like my advice to someone going through it is, you know,

listen to your doctor, but also question him. Like, you know, the protocol that I'm going through right now is something that he didn't recommend. I texted him and I was like, this is what we're doing. Because I've heard that this works.

Yeah. And we're going to try it. And it's a weird protocol. Like, I'm on use in X, because it apparently dries up fluid. Okay.

Yeah. Like, weird. But I'm like, we're going to try it. I'm not giving it. But like, just, you know, do your research and like look on, you know,

social media, tech talk, whatever. There's people that talk about the problems that you have. And you can look at the comments section and learn for yourself and reach out to those people to talk more about their success. Yeah.

I found that success. And I get, and I guess don't get discouraged.

You went through four times and then you finally were able to,

to have your beautiful daughter. Wow. Yeah. Well, thank you for joining us here today. What are you most excited about?

I always ask everyone. I'm excited for the future and the sense that I, I love growing businesses and scaling. But also, like, I'm now being able to do that with my daughter and being able to see her grow and prosper all while she's watching me.

Yeah. I mean, the business is, is, is your first child. Right.

“Honestly, it's, you, you watch a grow from nothing and you care for it.”

And you want the best for it. You know, one day when you get that exit is like sending it out the door, you know, and saying bye, right? And then it's on to the next one, right?

But yeah, it's, it's, that's, that's amazing.

And so working people find you. Um, our website is agenciesumify.com. Okay. And, um, our, my email is my first name, Lindsey, Lian DSAY at agenciesumify.com. All right.

Great. Well, thank you for joining us here. I wish you all the best luck in your next child and all your, in your business as well. And yeah, I'm glad to hear that you, it was successful in terms of the IVF after four times, uh, and yeah, thanks for sharing that story and giving others hope that are going through

that process, right? And, uh, yeah, thank you for joining us for another episode.

“And if you want to tune into her episode of Mom Prenores, you know, there's a lot of,”

uh, great moms out there that are able to run business become a mom. Uh, I've talked to many mom Prenores, uh, she's the first that's kind of through the IVF process. So I know I'll be tuning into that to learn more and I hope you guys do as well. But, uh, thank you guys and we'll see you next time. Cheers.