Workflow automation

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

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

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.

—Mandy Namisniak, Advocate Insurance

Workflows that generate more time for your team.

Find out how automation can boost your efficiency while empowering your team.

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