Automation can deliver the streamlined, fast, error-free experience customers expect while freeing up agents to do more complex work. Here are just a few examples of where automation can make an immediate, positive impact:

Onboarding new clients: Automation tools make the onboarding process faster and more efficient. Customers will have shorter wait times, and employees will spend less time chasing down responses.
Making policy documents available digitally: Automated smart forms with e-signatures allow for efficient policy execution without printing, scanning, or mailing, even when multiple signatories at multiple locations are involved. Plus, the e-signatures are secure and legally binding. Clients and agents can access these documents anytime, even remotely.
Reducing human error: Anytime humans are tasked with repetitive processes such as filling out forms, there is always a chance they'll make a mistake. Automation eliminates these errors by extracting information from carrier quotes and moving that data directly into broker administration systems, quote comparisons, and proposals. It can complete and issue certificates, reconcile accounts, auto-populate forms and remove redundancy across departments and offices.
Streamlining the renewal process: Take the stress and legwork out of policy renewals by automating back-office tasks. At renewal time, agents and customers get an automated email that the policy renewal date is coming near. Automation also moves the previous year's customer information up to the current year, so your customers need only to verify the data. Auto-reminders triggered by the date of a policy's renewal automatically sent via SMS/text messaging mean your agents won't have to spend hours on the phone or sending out emails.

Historically, the insurance market has been encumbered by legacy systems that are difficult and expensive to scale and update, with siloed data and limited access to real-time management information. With automation removing the burden, insurers have the ability to break this cycle. With productivity improved and greater access to accurate, real-time data, insurers will finally have the ability to sell virtually any type of risk product and add value by helping clients manage their portfolios of coverage across experiences: health, life, mobility, personal property, commercial, and residential.

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