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.
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