Where to Start With Intelligent Workflow Automation

Start with automation before chasing AI

The Rundown

AI may dominate the conversation, but this webinar made the case that agencies should first examine the repetitive work consuming their teams’ time. vBots by Coventus shared a practical framework for identifying workflows where automation can reduce manual tasks and create capacity for higher-value work.

The Context

• Agencies are spending significant staff time on repetitive tasks such as renewals, policy checking, data entry, email processing, endorsements, document retrieval, and carrier portal activity.
• Good automation candidates tend to be manual, repetitive, rules-driven, frequent, and time-consuming. Agencies were encouraged to evaluate the work before choosing the technology.
• Different tools serve different purposes. RPA can execute predictable steps, AI can interpret less-structured information, and people remain essential when judgment, advice, or exceptions are involved.
• Rather than trying to automate everything, agencies can start with one manageable workflow, measure its impact, and build from there.
• vBots by Coventus offers tailored automation that works with an agency’s existing processes and technology rather than requiring agencies to adopt a standardized workflow.

Why it Matters

Automation can give agencies a practical starting point for modernization without requiring an all-in AI strategy. By removing repetitive work from employees’ plates, agencies can create more capacity for client relationships, growth, and other work where human expertise delivers greater value.

Additional Resources

• vBots Automation Pillars Brochure
  Explore how vBots supports insurance agency operations across four core pillars: growing the book of business, policy management, client servicing, and accounting & audits. The brochure highlights practical automation use cases across these areas and shows how vBots uses intelligent automation, combining RPA and secure AI, to reduce repetitive manual work, work across agency systems, and give teams more time to focus on clients, growth, and higher-value activities.
  
  
• From Workflow to First Automation: A Practical Guide for Insurance Agencies
  This guide helps agencies turn a selected workflow into a practical first automation initiative. It outlines a structured approach to understanding the workflow, identifying improvement opportunities, designing end-to-end automation, and managing exceptions without disrupting existing operations. The guide also highlights how intelligent automation, combining RPA, AI, and human oversight, can help agencies achieve measurable operational improvements while working seamlessly with their current systems.

Log in and watch now to see how vBots can work for you!