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Where to Start With Intelligent Workflow Automation
Thu, Sep 17 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Independent agencies are under pressure to grow while managing staffing challenges, increasing workloads, and complex carrier interactions. Automation can help, but many agencies are unsure where to start or which processes will deliver the greatest value.
Join vBots for a practical, non-technical session that cuts through the noise and shows you exactly how to identify the right opportunities, estimate the return, and take a first step without disrupting your operations.
What You’ll Learn:
- What intelligent automation is and how it works across agency systems, carrier portals, email, and documents
- How to identify the best processes to automate and which ones deliver the fastest operational value
- Real-world examples across policy servicing, renewals, policy checking, commissions, document processing, and email workflows
- How to estimate potential time savings and ROI before you commit to anything
- How to prioritize your agency's first automation initiative and get it moving with minimal disruption
Why It Matters:
- Automation isn't about replacing people. It's about removing repetitive work from their day so they can focus on clients and growth.
- Staffing challenges aren't going away, and agencies that build operational capacity through automation will be better positioned to grow without adding headcount.
- Most agencies don't know where to start. This session gives you a simple framework to identify your top three automation opportunities and decide what to tackle first.
Special Offer for Attendees:
Book a complimentary 30-minute Agency Automation Discovery Session to identify the automation opportunities inside your agency.
Speakers:
Raul Guerra |
Moe Elkateb |
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