Quote request intake
- Trigger
- A quote request arrives by web, phone or referral
- Outcome
- Details are captured, a prospect is created and routed to a producer
- AgencyZoom
INSURANCE AGENCIES
Faster quotes, on-time renewals, less service busywork.
We connect your agency management system, inbox and phones so quote requests, renewals, certificates and claim updates move without manual chasing.
- TriggerRenewal is 60 days out
- ActionClient reminder sent
- CheckReply checked
- AlertAccount manager task created
- UpdateAgency system updated
THE PROBLEM
Where the time goes
Quote requests wait in the inbox
Prospects shop elsewhere.
Renewals happen at the last minute
Retention conversations start too late.
COI requests interrupt the day
Small requests, constant context-switching.
Clients call for claim updates
Status lives in the carrier portal, not with the client.
WORKFLOWS
Workflows we build for insurance agencies
Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.
Renewal reminders
- Trigger
- A renewal is 60 days out
- Outcome
- A client reminder sequence starts and an account-manager task is created
- HawkSoft/EZLynx/Applied Epic
- AgencyZoom
Cross-sell follow-ups
- Trigger
- A client holds a single line of coverage
- Outcome
- A timely check-in prompts the producer to review other needs
- AgencyZoom
Certificate of insurance requests
- Trigger
- A client or third party requests a COI
- Outcome
- The request is captured with holder details and queued for staff to issue
- AMS
Claims status updates
- Trigger
- A claim status changes
- Outcome
- The client gets a clear update, and the account manager stays informed
- AMS
- Email/SMS
Document collection
- Trigger
- A new policy or renewal needs documents
- Outcome
- A checklist and upload link go out, with reminders until complete
- AMS
INTEGRATIONS
Works with your agency management stack
Agency management
- HawkSoft
- EZLynx
- Applied Epic
CRM
- AgencyZoom
Email
- Gmail
- Outlook
Using something else? If it has an API or webhooks, we can usually connect it.
HOW WE WORK
Audit. Build. Run.
One workflow at a time, with a fixed quote before any work starts.
- 01
Audit
A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.
- 02
Build
We build one production workflow on your existing tools, test it against real edge cases, and document how it works.
- 03
Run
We monitor it, fix what breaks, and make small improvements as your process changes.
- Your tools stay
No platform migration; we connect what you already use.
- You own everything
Accounts, workflows and documentation stay in your name.
- Humans make the decisions
Candidate and client decisions stay with your team.
- Failure alerts
If a step fails, the right person hears about it.
COMMON QUESTIONS
Questions about automation for insurance agencies
Do automations give coverage advice or bind policies?
No. Licensed staff handle advice and binding.
Which agency management systems can you connect?
It depends on each system’s API and your plan. We confirm what’s possible before quoting.
Can certificates be issued automatically?
We capture and prepare requests. Issuing stays with your staff unless you decide otherwise and your systems support it.
Will this replace our AMS?
No. We connect to it.
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