Automation for Insurance Agencies
Connect your AMS, carrier systems, and client communications for seamless policy management.
Challenges We Solve
Tap each card to see how we solve the most common challenges facing insurance agencies.
Double Data Entry
Entering the same policy information into your AMS and carrier portals separately
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AMS Integration
Connect Applied Epic, AMS360, HawkSoft, or your agency management system with carrier portals for seamless data flow.
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Renewal Chaos
Manually tracking renewal dates and sending reminders across hundreds of policies
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Renewal Automation
Automated renewal tracking, client reminders, quote requests, and follow-up sequences keep your retention rates high.
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Claims Follow-up
Chasing status updates from carriers and keeping clients informed
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Claims Status Updates
Automatic carrier check-ins with client notifications keep everyone informed without manual chasing.
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Commission Tracking
Reconciling commission statements with policies across multiple carriers
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Commission Reconciliation
Automated matching of carrier statements with policy records, flagging discrepancies for quick resolution.
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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
Applied Epic
AMS360
HawkSoftGather Policy Data
Current coverage, claims history, and premium pulled from AMS
Applied EpicAMS360Initial Client Outreach
Personalized email/text sent asking about coverage changes needed
Mailchimp
Agency ZoomHawkSoftCapture Updates
Client provides updated info via online form or call notes logged
TypeformAMSPhone SystemRequest Carrier Quotes
Renewal applications submitted to carriers with updated data
IVANS
Applied RaterPresent Options
Quote comparison sent to client with agent recommendations
DocusignBind Renewal
Selected coverage bound and policy documents issued
DocusignData 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 WorkflowsReady to Transform Your Insurance Agencies?
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Contact UsFrequently 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.