Insurance Agency Automation Case Study
How independent agencies are writing 2x more policies with the same team by automating quote-to-bind workflows
The Quote Request Avalanche Problem
Monday morning: 47 quote requests from the weekend. Each needs data entry into 5 different carrier systems. By the time you quote them all, half have already bought elsewhere. Your producers spend 70% of their time on paperwork instead of selling. Sound familiar?
Practical Automation Solutions
Multi-Carrier Quoting in Minutes
Problem: Same customer info entered into 5 carrier portals. Each has different formats. Errors everywhere. 45 minutes per quote.
Solution: Enter customer data once. System pushes to all your carriers simultaneously, handling each format perfectly. Get back 5 quotes in the time it took to do one. Present best options to customer while they’re still interested.
Certificate Assembly Line
Problem: “I need a certificate showing XYZ Corp as additional insured by 5 PM!” Your team drops everything. Again.
Solution: Certificate requests come through a portal. System pulls policy data, generates certificates with correct endorsements, sends for approval, and delivers. What took an hour takes 5 minutes. Urgent stops being disruptive.
Renewal Machine
Problem: 200 renewals next month. Each needs review, re-shopping, customer contact. Half renew late or shop elsewhere because you couldn’t get to them.
Solution: 90 days out, system starts renewal process. Pulls loss runs, shops markets, identifies rate increases, creates renewal proposals. You review exceptions, not everything. Retention rates soar because customers get attention before they shop.