Why is Automation Important?
(Don’t forget to check out the How-To Video at the end of this article)
In the fast-paced insurance industry, efficiency and productivity are essential. That’s where our platform’s automation engine comes in. By automating routine workflows, agents can streamline their processes, save time, and improve customer service.
Automating Workflows
At the core of our platform is a versatile automation engine that simplifies a wide range of tasks. Whether it’s managing the sales pipeline, processing data requests, generating documents, or handling e-signatures, this engine has you covered.
Our platform also comes with a collection of pre-defined pipelines, ready to use right out of the box. These pipelines cover common tasks like sales follow-ups, policy cancellations, and late payment reminders, allowing your agency to start automating immediately without setup hassle. Each pipeline is fully customizable, so you can adapt them to meet your agency’s unique needs—or design your own from scratch using our drag-and-drop Pipeline Designer.
- Sales Pipeline: Easily streamline your sales pipeline by dragging and dropping prospects on the Sales Board. Automated campaigns are triggered without the need for manual follow-ups. The automation engine manages everything from notifying agents and sending emails or texts to generating documents, updating records, and creating tasks and reminders.
- Endorsement Requests: Automate endorsement requests effortlessly. When a customer calls in, the agent simply triggers a pre-defined pipeline that sends a web form to capture the endorsement details. The completed form generates a PDF, which is automatically sent to the customer for e-signature, creating a documented acknowledgment from the customer. Once signed, the system notifies the agent and creates a task to finalize the endorsement. This way, the agent only needs to initiate the request, and the system takes care of the rest.
- Policy Cancellations: Manage policy cancellations with ease. A cancellation pipeline sends a pre-defined web form to gather details about the cancellation. The pipeline then automatically triggers retention offers and follow-ups to try and retain the customer, freeing agents from lengthy phone conversations while still keeping the process personalized and effective.
- Lead Forms: Automate the prospect generation process by embedding Custom Web Forms on your agency’s website. When a lead fills out a form, a pipeline is triggered to create a prospect, notify an agent, and even generate documents. Automated communications ensure a prompt, personalized response to each lead.
- Policy Expirations: Never miss a policy expiration again. When a policy is nearing its expiration date, the automation engine sends reminders to both the customer and the agent, ensuring timely renewals.
- Late Payments / Policy Cancellations: Automate the management of late payments and policy cancellations. Set up pipelines to monitor payments, send reminders, and initiate cancellation procedures, ensuring efficient and timely handling of these tasks.

Personalized Customer Engagement
Personalized engagement is key to building strong customer relationships. Our platform’s automation pipeline makes it easy to send customized emails, texts, or postcards for special occasions like birthdays, helping you connect with customers in a meaningful way.
Automation Pipeline Designer
Our drag-and-drop interface puts you in control of your automation workflows. With a simple, intuitive system, you can easily create rules and actions that meet your agency’s specific needs. No coding or external developers are required—just visualize, adjust, and improve your automated campaigns as needed.

Conclusion
Automation is a valuable tool for insurance agencies, enabling you to manage workflows efficiently and enhance customer engagement. Our platform’s automation engine makes it easy to streamline processes and deliver exceptional service, helping you stay ahead in a competitive market.