LAVA Automation: Freeing Agents from Busywork to Focus on Clients

Running an independent insurance agency means juggling a lot—client communications, quoting, renewals, policy changes, marketing, and keeping your team organized. It can feel like there just aren’t enough hours in the day. That’s where LAVA Automation, a Catalyit Premium Partner, comes in.

LAVA (short for Leverage Automation and Virtual Assistants) is a technology company built to help insurance agencies work smarter, not harder. LAVA is like a behind-the-scenes partner that automates repetitive tasks, eliminates double entry, and keeps your processes running smoothly.

How Does It Work?

LAVA connects the tools you already use: your agency management system (AMS), customer relationship management (CRM) platform, email, phone systems, and marketing tools—so they “talk” to each other. Instead of your team retyping the same information over and over, LAVA builds automated workflows that do it for you.

For example:

• When a new lead fills out a web form, LAVA can automatically create a record in your AMS, assign it to a producer, and trigger an email follow-up.

• When a policy renews, LAVA can send reminders, update records, and even start renewal marketing campaigns without you lifting a finger.

• When clients call or email, LAVA can log interactions so your team has everything in one place.

Why It Matters for Independent Agents

The real benefit of LAVA is freeing you and your staff from busywork so you can focus on what matters most: serving clients and growing your book of business.

• Save time: Automations cut hours of manual data entry each week.

• Reduce errors: With systems integrated, you don’t have to worry about missing details or typos.

• Boost client satisfaction: Faster follow-ups and proactive service keep clients impressed and loyal.

• Grow your agency: With routine tasks handled, your team can spend more time selling, cross-selling, and building relationships.

Independent agencies often hesitate to adopt new technology because it feels overwhelming. LAVA removes that stress by meeting you where you are and building automations tailored to your agency’s unique workflows. It’s not about replacing people— it’s about empowering your team to do their best work.

With LAVA, you don’t have to choose between efficiency and personal service—you get both. 

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About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.