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Workflow automation for insurance agencies

Your apps working together, automatically, around the clock. Workflow automation set up for insurance agencies, connected to AgencyZoom, HawkSoft or EZLynx, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for insurance agents using Super Intelligence (SI) automation.

  • Calling new quote leads7 2.5 hrs a week
  • Renewal review outreach4 1.5 hrs a week
  • Service requests in the inbox5 2 hrs a week
  • Collecting dec pages and documents3 1 hr a week
  • Cross-sell campaigns2 0.5 hrs a week

How it works

  1. We shadow your week

    A short time audit shows where your team’s hours actually go.

  2. We pick the biggest time savings

    For most insurance agents, renewal reminders and cross-sell campaigns are the biggest wins.

  3. We build and test

    Workflows connect the apps you already use, with SI steps for reading, sorting and drafting.

  4. You approve before launch

    Your team sees each workflow run on real examples before it goes live.

  5. We watch every run

    Failures alert us immediately, and fixes are covered by your retainer.

At a glance

Typical time saved
6–20 hours a week
Time to launch
2–4 weeks
Connects to
AgencyZoom, HawkSoft or EZLynx

Your business runs on information moving between apps: from an email to a spreadsheet, from a form to an invoice, from a signed contract to a project folder. We find those handoffs, connect your apps with Zapier, Make or n8n, and add SI steps where reading, sorting or summarizing used to need a person.

Ground rules

The assistant gathers quote details but never binds coverage or interprets a policy. Licensed agents do that.

Anything that moves money or sends something legally binding gets a human approval step unless you tell us otherwise in writing.

Questions

Will it work with AgencyZoom, HawkSoft or EZLynx?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

Zapier, Make or n8n?

Whichever fits your volume and budget. Zapier is simplest, Make handles complex logic cheaply, n8n can be self-hosted. We explain the trade-off in your plan.

What if an automation breaks?

We monitor runs. Failures alert us, and on a retainer we fix them without a new invoice.

Related

More for insurance agencies

Workflow automation in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

Book a free audit