RPA Automation

The Ultimate Automation Checklist for Insurance Agencies

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…

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automation bot

Planning to Scale: How to Move Forward After Your First Automation Bot

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

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Is RPA the Right Fit for Your Insurance Agency? Key FAQs Answered

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

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Rising Adoption of Automation in Insurance Agencies: Trends and Impacts

Consider the heart, a tireless organ that pumps blood through a network of arteries and veins. These vessels, if unobstructed, ensure the smooth and efficient flow of blood to every part of the body. Similarly, in an insurance agency, the operational workflows are the arteries that carry essential organizational tasks and information. Any blockage in

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Automation Bots: A Resolution that Can’t be Broken for the Independent Insurance Agencies

Innovation and efficiency are the pillars of any successful, future-proof business. As the dawn of a new year unfolds, every insurance agency must be resolute to adopt the right tech to stay competitive. There’s a transformative resolution that promises to revolutionize operations, enhance customer experiences, and boost the bottom line: the adoption of automation bots. 

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Why Operations Automation Works for Agencies of any Size

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

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What are the best options to support insurance agency

What Are the Best Options to Support Insurance Agency Growth? A Look at Chatbots, Virtual Assistants, and Intelligent Automation

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

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Applied 2024: The Art of Prepping for a Conference

With Applied Net 2024 just around the corner, excitement is building for one of the year’s biggest insurance industry events. Over four days, attendees will experience education sessions, inspiring speakers, and networking opportunities with thousands of insurance professionals.   They’ll also get a look at the latest tech advancements in the industry.  Here’s how you can

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Errors and Omissions in Insurance Agencies: The Cost of Admin Mistakes and the Benefit of Automation

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

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