Industry · Insurance
Automation that clears the paperwork
Applications, declarations, and renewals bury producers in documents. We automate intake and extraction so your team spends time advising clients, not re-typing forms.
- Build
- from $6k, one-time
- Ongoing
- $250-700/mo
- Live in
- ~2 weeks
- Ownership
- yours, forever
Typical engagement. Your exact scope and price come out of the free assessment.
01 / The friction
Where insurance lose the hours
- 01Applications and declarations re-keyed by hand
- 02Leads going cold before a producer follows up
- 03Renewals slipping without consistent follow-up
- 04Client data scattered across systems
- 0%
- Extraction accuracy
- Key fields pulled from applications and declarations, with review where it counts.
- <1min
- Lead response
- Every inquiry gets an immediate, qualifying reply so none go cold.
- 0+
- Hrs/week reclaimed
- Time off intake and re-keying, back onto clients and renewals.
03 / The math
What it gives back
Move the slider to your volume. This is the time automation takes off the team, before we have even talked.
Where your hours go.
Set your volume and see the time automation gives back across the workflows that drain a insurance team most. An estimate, not a promise.
Model: volume x how often each workflow fires x minutes saved each, at 80% automated. Your real numbers come out of the assessment.
Put a number on your team04 / What we automate
The insurance workflows we take first
We start with the work costing the most time today, then expand once it proves out.
- 01Application intakeDocuments read and key fields extracted into your management system, no re-keying.
- 02Lead responseInstant, qualifying replies to every inquiry so producers work the best opportunities.
- 03Renewal automationRenewals tracked and followed up on automatically so books stay intact.
05 / Compliance
Built to your rules, not around them
State DOI & TCPA
Client data stays in systems you control, automated outreach follows TCPA consent and quiet-hours rules, and workflows are scoped to stay inside state Department of Insurance requirements. You keep the records of record.
06 / The stack
Services that fit Insurance
The AI services that most often move the needle for this industry. Each is a build you own.
- Document Processing & OCRAutomatically extract, classify, and process data from any document type with AI-powered accuracy.
- AI-Powered CRM SystemsSmart customer relationship management that predicts needs, automates follow-ups, and maximizes lifetime value.
- AI Lead GenerationFind and convert more local customers with AI that identifies, engages, and qualifies prospects automatically.
- Workflow AutomationStreamline repetitive business processes with intelligent automation that saves hours every week.
- AI Customer Service SolutionsDeliver exceptional customer experiences with AI that resolves issues faster and keeps customers happier.
07 / Near you
Insurance automation in your market
Multi-location teams run the same build across markets while keeping local data and staff clear. Pick a market to see it localized.
Nearby markets we also serve
10 / Other industries
Not your world? We probably have it.
11 / FAQs
Insurance questions
Is client data handled compliantly?
Yes. Data stays in systems you control, outreach follows TCPA rules, and workflows are scoped to stay inside state DOI requirements.
Does it work with our AMS?
Yes. We connect to the agency management system you already use so extracted data and records land in the right place.
Ready to automate your insurance business?
Thirty minutes, no pitch deck. We map your operations, find the friction, and show where automation earns its keep. No subscription, no lock-in, no surprise invoices.