Get your insurance billing, renewals and policy documents fast, safe and secure - with Office Bot
Office Bot helps insurance marketing companies streamline renewals
Fast and automated insurance billing processes
Deliver policy documents faster then ever
Improve insurance marketing systems with Office Bot
Insurance billing process automated
Workflow automation
Automate and stay lean
Let our intuitive workflow automation do the heavy lifting for you. Generate and deliver pre-renewal and renewal letters to your clients in a fraction of the time it takes to do it manually.
Digital documents
Intelligent document delivery
To help you save time, Office Bot instantly detects specific new insurance policy documents in your management system and securely delivers them to the right client, with a tailored message.
Prioritize tasks
Focus on what matters
Put to rest the tedious manual approach to managing billing reminders. Focus instead on what you do best, and grow your brokerage instead of collecting payments on business you already have.
In the past, our TSR’s were spending between 6-8 hours per day completing manual renewal reviews, now they spend 2-3 hours per day.
Workflows that generate more time for your team.
Find out how automation can boost your efficiency while empowering your team.
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