Process Automation for Insurance Agencies & Brokerages
Stop doing things the slow way in insurance
Challenges facing insurance businesses
Insurance agencies that automate renewal outreach see retention rates 12-15% higher than those relying on manual follow-up.
Policy renewal processing is manual and starts too late, leading to lapses and lost clients
Quoting across multiple carriers requires logging into separate portals and re-entering the same data
Commission reconciliation is a monthly headache of matching carrier statements to agency records
Client data lives in the agency management system but is incomplete and rarely updated
Cross-selling opportunities are missed because agents do not have visibility into coverage gaps
How process automation applies to insurance
Specific applications tailored to the way your industry works.
Renewal pipeline generation 90 days before expiration with automated client outreach
Certificate of insurance issuance and delivery triggered by client or third-party requests
Commission statement reconciliation against expected amounts by carrier and policy
New business submission packaging with required documents compiled automatically
Policy change endorsement requests routed to the correct carrier with pre-filled forms
What we bring to the table
Process Automation Capabilities
- Report generation
- Data entry automation
- Workflow orchestration
- Email automation
- System integration