Business automation for insurance agencies
Pulling renewals from insurers' agency systems, renewal notices, comparison records, and consolidating policy data, automated with AI and human review.
Common problems
Signing in to a different agency system for each insurer and repeating the same work
Routine work that must never slip, such as renewal notices and confirming customer intent
More obligations for multi-insurer agencies, such as explaining and recording product comparisons
Use cases in this industry
Find expiring policies and send renewal notices
Collect expiring policies through the insurers' shared gateway or agency systems, and draft renewal notices showing what changed. Coverage changes are flagged.
Draft comparison explanations and records
When a multi-insurer agency recommends a product, AI drafts the quote comparison and the reason. Staff edit it before explaining it and keeping the record.
Consolidate policy data from each insurer
Collect new, changed, and cancelled policies from each insurer into the CRM's customer register. AI suggests which records are the same customer; staff confirm.
Use cases for any industry
Read invoices into the accounting system
AI reads incoming invoices, checks them against purchase orders, and records them in the accounting system. Invoices whose amounts differ wait for approval.
Create invoices and send them by email
Invoices are filled into your template from an Excel billing list and emailed once a person approves. AI first points out amounts far from last month's.
Research a list of prospects
For an Excel list of hundreds of companies, each one's business, locations, and size are collected from its website into its row, with a priority for sales.
Find missing clock-ins
Collect yesterday's clock-ins from the attendance system and, once HR approves, ask employees with missing entries to fix them in Teams.
Take in emailed invoices and draft the entries
Find unread email with an invoice attached, have AI read the amount, and record a draft ledger entry. Uncertain entries wait for accounting to confirm.
Review SaaS accounts
Collect user lists from each SaaS admin console and match them to current employees. Leavers' and long-unused accounts are disabled only after approval.
Partner registration that starts on approval
A kintone approval starts the workflow by webhook. It looks up the tax registration number, AI matches it to the request, and a match enters the sales system.
Collect KPIs from SaaS tools into a weekly report
Collect figures from advertising, sales, support, and other SaaS tools, and produce a weekly report with week-on-week comparisons and likely causes of change.
Discuss a PoC for your own work
We start with you by choosing the work, fitting the screens and rules of your industry.