Automation for Insurance Agencies
Connect your AMS, carrier systems, and client communications for seamless policy management.
Industry Benchmarks
Sound Familiar?
These are the challenges we hear most often from insurance agencies.
Double Data Entry
Entering the same policy information into your AMS and carrier portals separately
Renewal Chaos
Manually tracking renewal dates and sending reminders across hundreds of policies
Claims Follow-up
Chasing status updates from carriers and keeping clients informed
Commission Tracking
Reconciling commission statements with policies across multiple carriers
How We Help Insurance Agencies
Tailored automation solutions designed for your industry's specific needs.
AMS Integration
Connect Applied Epic, AMS360, HawkSoft, or your agency management system with carrier portals for seamless data flow.
Renewal Automation
Automated renewal tracking, client reminders, quote requests, and follow-up sequences keep your retention rates high.
Claims Status Updates
Automatic carrier check-ins with client notifications keep everyone informed without manual chasing.
Commission Reconciliation
Automated matching of carrier statements with policy records, flagging discrepancies for quick resolution.
Common Insurance Agencies Workflows
See how we automate the workflows that matter most to your business—from understanding to implementation.
Policy Renewal Management
Starting 90 days before expiration, the system automatically tracks renewals, notifies clients, gathers updated information, and ensures no policy lapses without intentional non-renewal.
Retain clients by proactively managing renewals with timely outreach and competitive quotes
Workflow Steps
Identify Upcoming Renewal
AMS flags policies expiring in 90/60/30 days
Gather Policy Data
Current coverage, claims history, and premium pulled from AMS
Initial Client Outreach
Personalized email/text sent asking about coverage changes needed
Capture Updates
Client provides updated info via online form or call notes logged
Request Carrier Quotes
Renewal applications submitted to carriers with updated data
Present Options
Quote comparison sent to client with agent recommendations
Bind Renewal
Selected coverage bound and policy documents issued
Data That Flows Through
Outcomes
Implementation Options
This workflow can be built on any of these platforms. Click to see implementation notes:
Ready to automate these workflows for your business?
Discuss Your WorkflowsTools We Integrate With
We connect the software your industry relies on.
Who We Help
We work with professionals across insurance agencies facing these common challenges.
Agency Owner with 10-20 staff
Typical Challenges
- CSRs copying data between AMS and carrier portals
- Renewal tracking across thousands of policies
- Commission reconciliation taking days each month
Typical Impact
- CSR time freed for client cross-selling
- Retention rates above 90%
- Commission leakage identified and recovered
Common Software
Senior Account Manager
Typical Challenges
- Renewal season overwhelm
- Manual quote gathering from carriers
- Client communication falling through cracks
Typical Impact
- Automated 90/60/30 day renewal workflows
- Proactive client outreach
- Higher policy-per-client ratios
Common Software
Office Manager at independent agency
Typical Challenges
- Commission statements taking a week to reconcile
- Producer reporting manual and delayed
- Policy download issues
Typical Impact
- Commission reconciliation in hours not days
- Accurate producer compensation
- Real-time agency performance visibility
Common Software
Frequently Asked Questions
Do you integrate with all carriers?
We integrate with most major carriers that offer API or portal access. For carriers without APIs, we can often create automated workflows using their portal interfaces or email systems.
How does this work with our current AMS?
We connect to your existing AMS rather than replacing it. Whether you use Applied, Vertafore, HawkSoft, or another system, we build integrations that enhance what you already have.
What about compliance and audit trails?
All automations maintain complete audit trails for compliance purposes. Every action is logged with timestamps, and we can generate reports for E&O and regulatory requirements.
Ready to Transform Your Insurance Agencies?
Let's discuss how we can automate your workflows and free up your team to focus on what matters most.