About This Automation
Insurance brokers spend hours each month manually checking renewal dates, drafting personalized emails, and tracking client responses across multiple tools. This fragmented approach creates delays, missed renewals, and scattered communication records.
Automation monitors policy events and client inquiries, generating timely renewal reminders and claim notifications while logging all communications in a central system. Brokers focus on relationship-building while the system handles routine outreach.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
The automation platform monitors policy renewal dates, claim filings, and client inquiry submissions. When a trigger event occurs, the workflow begins.
The system pulls client contact information, policy details, and communication history to populate the message template.
The automation composes a personalized renewal reminder, claim notification, or status update based on the policy event and client history.
The system checks the client's preferred contact method (email or SMS) stored and routes accordingly.
The personalized email is sent to the client with the broker's signature and branding.
If SMS is preferred, the message is sent to the client's phone number.
The system records the message send date, content, and client response, creating an audit trail.
The broker receives a notification confirming the message was sent and flagging any non-responses after 7 days for manual follow-up.
Most popular tool stack used
— the complete tool combinations companies use
HubSpot
Gmail
Slack
Twilio
Google SheetsWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
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Frequently asked questions
Everything you need to know before mapping this process.
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