As the Director of Consulting at Catalyit, I often meet insurance agencies eager to integrate Robotic Process Automation (RPA) into their operations. It’s an exciting step forward, and one that can transform how your agency works.
RPA utilizes software bots to automate repetitive, rule-based tasks, including data entry, transaction processing, and document management. It handles the routine so your team can focus on what matters most: clients, strategy, and growth.
But here’s the truth: the real key to RPA success isn’t just the technology. It’s the people who use it. That’s why focused, ongoing training is essential.
Why RPA Training Matters
A common misconception is that RPA works like a plug-and-play solution. It doesn’t.
Think of RPA as a sophisticated new tool in your classroom. It can run tasks independently, but without instruction, even the best tools can cause confusion.
Training helps your team move beyond simply “knowing what it does” to understanding why it matters and how automation fits into workflows. The goal isn’t just technical proficiency. It’s mindset alignment.
Step 1: Start with the Basics
Before diving into implementation, build a foundation of understanding. Explain what RPA is and why your agency is adopting it.
A simple analogy works well: RPA is like a digital assistant that takes care of repetitive tasks, allowing your team to focus on more valuable work.
This helps reduce anxiety and positions RPA as an aid, not a threat. When your team understands that bots are there to help, not replace them, they’re more likely to engage and collaborate with the new technology.
Step 2: Create Hands-On Learning Opportunities
People learn best by doing. Once your team understands the fundamentals, move to interactive practice.
Set up a controlled environment or “sandbox” where employees can safely experiment with RPA tools. Walk them through a few real examples, such as:
- Automating certificate requests
- Extracting data from emails
- Updating client records in your AMS
This hands-on learning builds confidence and helps your team view automation as an integral part of their workflow, rather than something happening in the background.
Step 3: Teach Troubleshooting and Build Support Systems
Even with preparation, issues will arise. Equip your team to handle them confidently.
Provide:
- A quick-reference troubleshooting guide
- Clear support channels (internal IT, RPA lead, or vendor contact)
- Basic problem-solving training
Encouraging self-sufficiency reduces downtime and strengthens trust in the automation process.
Step 4: Make Continuous Learning a Priority
RPA is not a one-and-done project. The tools evolve, and so should your team’s skills.
Schedule regular refreshers, workshops, and peer-to-peer learning sessions. Encourage team members to share what’s working and what’s not.
Learning together keeps everyone up to date and fosters a culture of continuous improvement.
Step 5: Embrace Change as Growth
Change can be uncomfortable, but with proper support, it becomes an opportunity for growth.
When your team is trained, confident, and curious, RPA stops being a technology project and becomes an agency-wide evolution.
At Catalyit, we believe education drives transformation. RPA should serve your people, not replace them. Invest in their learning, and you’ll see the benefits ripple through productivity, morale, and customer satisfaction.
Key Takeaway
RPA is a powerful technology, but it is people who make it successful.
Train your team to understand, apply, and grow with automation, and your agency will be ready for whatever comes next.
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