Quote, application, and placement is the core sales cycle in insurance brokerages, where prospects request quotes, submit applications, and policies are issued.
Automation captures client information once, generates multi-carrier quotes instantly, validates compliance requirements, and submits applications to carriers with an audit trail. The result is a 24-hour turnaround instead of 3-5 days, with zero data re-entry errors.
The full workflow, from trigger to completion.
Prospect submits quote request via email, web form, or phone. The automation is triggered when a new lead or renewal is logged.
Extracts client information from the request, web form, or email and populates a structured record. Missing fields are flagged for manual follow-up.
Automation connects to carrier APIs or portals and generates quotes for selected carriers based on client profile. Quotes are retrieved and formatted automatically.
Formatted quote is sent to client with a personalized cover letter and a link to submit the application online.
When client submits application, documents are automatically captured, parsed, and stored. Key data fields are extracted and validated against the quote.
Performs AML/KYC verification, sanctions list checks, and regulatory compliance validation. Results are logged and flagged if issues are found.
Verified application data is automatically submitted to the selected carrier's underwriting system via API or secure portal. Submission confirmation is logged.
Once policy is approved and issued, confirmation email with policy details is sent to client and status is updated.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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