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.
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.
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.