Some parts of running an insurance agency are about as exciting as watching paint dry. Sure, the work is important, but does it have to be so tedious? No. No, it does not.
Automation is here, and it’s not just for the big-budget agencies with IT teams who speak in code. It’s for you, the independent agent who wants to focus on growing your book of business. Here are three everyday tasks you can automate right now to reclaim your time and sanity.
You know the drill. A client sends over their current policy, and now it’s on you to compare coverage details, limits, and endorsements across multiple carriers. This often means opening way too many browser tabs, cross-referencing PDFs, and squinting at policy language that looks like it was written by a team of legal scholars.
Why do this manually when there are tools that can compare policies faster than you can say "exclusions and endorsements"? AI-powered solutions can scan, analyze, and highlight the differences between policies, so you don’t have to. This means you spend less time playing detective and more time actually advising your clients.
Who’s making this magic happen? Exdion, Patra, Powerbroker AI, and vBots are among the providers offering policy comparison solutions that take the headache out of reviewing policies.
Trying to gather information from clients to provide a quote is like trying to get a teenager to clean their room, painfully slow and full of excuses. "I’ll get to it later." "I lost the email." "Do I really have to fill this out?"
Instead of sending multiple follow-ups, waiting days for a response, or translating a blurry photo of a declaration page they took from their car at a stoplight, you can use smart intake tools that streamline the process.
These platforms make it easy for clients to securely upload information, connect their existing policies, and fill out digital forms without the back-and-forth emails and phone calls. The result? You get clean, accurate data, and your clients don’t feel like they’re filling out mortgage paperwork just to get an auto quote.
Who’s got you covered? Salt, RiskAdvisor, Wunderite, and Canopy Connect provide solutions to collect personal lines data faster and more efficiently.
If you’ve ever played the "phone tag" game with a client who needs to update their policy, you know how frustrating it can be. You leave a voicemail, they call back while you’re on another call, you email them a form, they reply with another question… it can be brutal. By the time you get everything you need, their new teenage driver has already gone off to college.
Forms and AI-powered solutions can cut through this mess by letting clients submit service requests with all necessary details upfront. Instead of an endless loop of follow-ups, you get structured, complete information the first time. Clients are happy, your service team is happy, and you get to move on to something more important.
Who’s making life easier here? Gravity Forms, Jotform, Liberate, Sonant, and GAIL all offer ways to eliminate the endless service request chase.
If you’re still completing these tasks manually, it’s time to rethink your workflows. Automating the mundane doesn’t just save time, it improves accuracy, reduces frustration, and lets you focus on what actually grows your business. And if you’re wondering, "Will my clients be okay with this?" the answer is yes. They don’t want to play phone tag or dig through their email inbox, either.
So do yourself (and your agency) a favor, let technology do the heavy lifting.