Save 15 Hours Weekly Per Agent on Paperwork
for Insurance Agencies
Did you know?
The average insurance agent spends 15+ hours weekly chasing documents and updating multiple systems
At $60K/year per agent, that's $23K annually in lost productivity per person—time they should spend closing deals.
Aiden builds custom AI automation that eliminates this expense entirely. Save $12K/month and redeploy your team to work that actually drives revenue.
Free assessment completed within 24 hours • Typical payback: 2-4 months
2,000+ word industry report • 10 automatable workflows • Cost savings benchmarks • Implementation roadmap
What We Automate for Insurance Agencies
See exactly how automation transforms each workflow—from time-consuming manual tasks to instant, automated processes.
1Document collection and verification
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Agents chase clients for documents via email and phone, manually verify completeness | ✓Automated document requests with smart reminders and AI-powered completeness verification | →10+ hours saved per week |
2Multi-system data entry
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Agents enter same client data into carrier portals, AMS, and state systems | ✓Enter once, data syncs automatically to all required systems | →80% reduction in data entry time |
3Policy renewal reminders
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Manual tracking of renewal dates, agents miss opportunities or alert clients too late | ✓Automated renewal sequences starting 90 days out, personalized by policy type | →25% increase in renewal rate |
4Quote generation
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Agents manually gather info, submit to carriers, compile quotes—taking 2-3 hours | ✓Automated data collection and quote requests to multiple carriers simultaneously | →70% faster quote turnaround |
5Compliance tracking
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Manually tracking licenses, CE credits, E&O coverage with spreadsheets | ✓Automated tracking with alerts 60 days before any compliance deadline | →Zero compliance lapses |
6Claims submission and follow-up
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Agents manually submit claims to carriers and follow up on status via phone | ✓Automated claim submission with status tracking and follow-up reminders | →40% faster claims processing |
7Policy comparison and recommendation
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Agents manually compare multiple carrier quotes in spreadsheets | ✓Automated policy comparison with side-by-side analysis and recommendations | →Present quotes 2x faster |
8Certificate of insurance generation
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Agents manually create certificates using carrier portals or Word templates | ✓Automated certificate generation from policy data with instant delivery | →Save 15-20 min per certificate |
9Premium payment tracking and reminders
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Manual tracking of payment due dates, calling clients for late payments | ✓Automated payment reminders with multiple touchpoints before due date | →Reduce late payments by 50% |
10Cross-selling opportunity identification
| Before (Manual) | After (Automated) | Impact |
|---|---|---|
✗Agents manually review client files to identify coverage gaps | ✓AI analyzes all policies and flags cross-sell opportunities automatically | →30% increase in policies per client |
🤝 Here's How We'll Work Together
You work directly with the engineers who build your solution. No account managers, no lost context.
We take on a limited number of clients. You get our full attention, not a spot in a queue.
Assess & Plan
We analyze your operations and show you exactly where you're losing time and money. You get specific numbers—hours saved, costs reduced, and capacity you could reclaim. If the ROI doesn't make sense, we'll be honest and tell you upfront.
Build & Integrate
No off-the-shelf software that requires you to change how you work. We build custom automation that plugs into your existing systems. Your team keeps using the tools they know.
Deploy & Train
We train your people in plain language. They'll see immediately how this makes their lives easier. The solution becomes yours—you're not dependent on us to operate it.
Maintain & Upgrade
Your automation runs independently. If you want ongoing support or new capabilities as your business evolves, we're available on flexible monthly terms. No long-term commitment.
Why Work With Us?
Fast ROI, Not Endless Projects
Projects range from $20K-$50K and typically pay for themselves in 2-4 months. Small pilots start at $5K.
Engineers, Not Consultants
You work directly with the engineers building your solution. No telephone game.
You Own Everything
No lock-in, no dependency. You own the code. Automation runs independently.
Seamless Integration
We build custom solutions that integrate with your existing systems.
100% Money-Back Guarantee
If you don't see positive ROI in 3 months, we refund your entire investment. Zero risk.
đź’µ Investment & Return (The Numbers You Actually Care About)
Typical implementation: $20K-$80K. Typical payback period: 2-4 months. After that, it's pure margin improvement and reclaimed capacity.
Prefer to Test First?
Start with a small pilot for $5K. See the ROI. Then decide if you want to expand. You're buying proof, not promises.
100% Money-Back Guarantee
If you don't see a positive ROI in 3 months, we'll refund your entire investment. No questions asked.
We're confident in the results we deliver. This is a zero-risk investment.
Your exact investment depends on scope and complexity. We'll give you precise numbers after our free assessment—no guessing, no surprises.
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