Insurance Automation Software for Independent Agencies, GAs, & IMO/FMOs

Have Questions?

FAQs About Insurance Automation

Insurance Automation FAQs

• How can automation help our insurance agency's marketing efforts?

  When combining automation with our email capabilities, you can take your insurance email marketing to the next level. Being able to reach out to clients and prospects at specific points of the sales funnel without having to manually send those emails is extremely helpful. It ensures that your audience can get consistent, specific communication with minimal work and will also make emails, like ones for birthdays, easier and more feasible.

• What are some insurance automation examples?

  Automation can be a broad word—put simply, it's the idea of making recurring tasks happen automatically. Once automation is set up, it helps insurance agencies work smarter not harder and ensure tasks are completed and communication happens. Check out some examples of things every insurance agency should be automating, like policy renewal workflows and lead follow-up workflows.

• Why is automation important for insurance agencies?

  There are a lot of moving parts in insurance agencies, and automation is a way to save time while increasing quality of service. It makes it easier to ensure processes are accurate and consistent, that timely communication happens, and that employee tasks don't slip through the cracks. With extra time and resources, agencies can focus on other areas of their business.