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. Below are some of the common workflows you can leverage to maximize efficiency and automate your agency’s key processes.

• 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 the entire endorsement request process. When a customer calls in, the agent simply triggers an endorsement pipeline that sends a pre-defined web form to capture details about the requested endorsement. The customer fills out the form, and a PDF is generated automatically with the submitted details, then sent back to the customer for e-signature. This ensures acknowledgment and proof of the customer’s request. Once signed, the system notifies the agent and creates a task to finalize the endorsement—making it nearly hands-free for the agent.
• Policy Cancellations: Manage policy cancellation requests with ease. When a customer initiates a cancellation, the automation engine sends a pre-defined web form to gather the necessary information. The pipeline also generates an official PDF document for the cancellation request, which is sent to the customer for e-signature, providing a formal record of the request. Additionally, retention offers and follow-up communications are triggered to encourage the customer to stay, minimizing manual intervention and maximizing retention opportunities.
• 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.

Additionally, for agencies looking for a quick start, our platform offers a range of pre-defined system pipeline templates that cover common workflows, such as sales follow-ups, policy renewals, and cancellation requests. These templates provide a ready-made solution that you can customize as needed. For more details on using system templates, refer to our Using System Pipeline Templates article.

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.