Workflow Automation for Insurance Firms

How our Workflow Automation offerings save you money and keep you competitive:

First we start with the easy wins. Our team identifies common ways across the industry companies are reducing costs and optimizing performance. We walk you through a step-by-step plan of each process improvement we offer such as:

Automated Policy Renewals — Auto-generate renewal notices or quotes based on client policy dates, schedule follow-ups via email or task lists

Client Onboarding Automation — Auto-assign new clients in AMS/CRM/Filebound from intake forms or spreadsheets, with triggered welcoming emails and document checklists

Data Synchronization — Sync contact/account data across CRM, Filebound, AMS, and internal tools, while catching missing/invalid fields before they cause downstream issues

We deep dive into every single process in your business to discover opportunities for improvement. We will identify and deploy streamlined processes and effective tools to make your business better, all with your consideration and final say.