Mohammed Umar

Let’s be real—manual processes are draining your team’s time. Repetitive data entry, policy renewals, compliance tracking… it’s a lot. And if we’re being honest, it’s not exactly the best use of your team’s expertise. What if you could offload the busy work and focus on what actually moves the needle for your agency? That’s where…

Deploying your first bot is a significant milestone. Seeing your first automation bot successfully executing an AMS task and saving tons of valuable time and resources is often just the start of your automation journey. According to Deloitte, only 3% of organizations have scaled RPA to the next level. However, automation’s true potentiale of automation

Are you thinking about adding a robotic process automation (RPA) bot to your insurance agency workforce? That’s awesome! Automating tedious, repetitive tasks can be rewarding for everyone in your agency. But if you are on the fence, these answers to FAQs from our clients can shed light on some of your biggest questions. Is RPA

Small and mid-sized agencies (agencies of roughly 50 employees or less) often face a tough challenge: how to compete with larger firms that have more resources and tech investments. While smaller agencies can often offer more personalized service, community connections, and flexibility, their size can hold them back in areas like efficiency and scalability. That’s

It’s 2024 and every industry is going through an inevitable technological shift – one that began only a few years ago. Insurance is feeling that shift as much as any industry right now. The slow and steady adoption of new technology has helped agencies prepare for the future, but hiring and retaining top talent remains

Errors and omissions (E&Os) are all too common in insurance admin work. After all, we are humans, and humans make mistakes. While understandable, these errors cost your agency and clients. A mistake in a policy or a missed deadline can tarnish your agency’s reputation, not to mention the loss of money and time. Historically, hiring

At this point, you might be considering investing in AMS automation for your agency or just beginning implementation (if not, here’s a helpful rundown of why automation is essential for agencies right now). Even though you understand how RPA can transform your organization for the better, the next step is rallying your organization around this

It’s no secret that insurance has traditionally been one of the most paper-laden industries. Yet thanks to digitalization, what was once paper became PDFs, physical files have become digital folders, and pen signatures have become e-signs. Though the files themselves changed with advancing tech, agencies are only now tapping into the potential of automating rote