Insurance
Automation Built For Insurance
Brokerages lose hours tracking renewals, sending client updates, and managing policy changes. Automate it all.
Top 5 Repetitive Tasks We Automate
1
Renewal Tracking
5-8 hrs/weekTrack every policy renewal deadline automatically
2
Client Communications
3-5 hrs/weekSend policy updates and renewal reminders
3
Portal Checks
4-6 hrs/weekMonitor carrier portals for policy changes
4
Commission Tracking
2-3 hrs/weekTrack commissions across multiple carriers
5
Compliance Reporting
2-4 hrs/weekGenerate compliance reports automatically
18+
Hours saved per week
Zero
Missed renewals
95%
Client retention
$15K/qtr
Commission recovery
Example Workflows
See how your tools connect — fully automated, end to end.
1
Renewal Due → Client Notice
From
AMS
To
Email + SMS
2
Policy Change → Update CRM
From
Carrier Portal
To
CRM
3
Commission → Reconcile
From
Carrier Statement
To
Accounting
Start With a Pilot
Test one insurance workflow in 5 days. See results before committing.
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