Built with your stack
// Insurance AI Automation
AI automation for insurance - claims intake, quotes, support, and document routing handled 24/7 on GoHighLevel, n8n, and Twilio. Accurate, compliant, fully tracked.
Built with your stack
// Try these
Real agency workflows we build in production. Pick one - we wire it into your exact stack.
Answer every inbound quote call 24/7, qualify the caller, and book the agent callback automatically.
Follow up on every quote request over WhatsApp and SMS until the policy is bound - automatically.
Send policy documents for e-signature and file the signed copy the moment it’s returned.
Text renewal reminders before every policy lapses and let clients confirm by reply to stay covered.
Route every new claim to the right adjuster and post the summary to Slack the instant it lands.
Verify submitted lead details, flag missing information, and log every prospect to your pipeline.
The problem
The highest-volume manual tasks in insurance follow a consistent pattern: inbound support calls asking for policy status and claims updates, quote requests that require manual data collection, document routing and e-sign chasing, and compliance tracking done by hand.
These are all automatable. The question is which to tackle first for the fastest ROI.
Want to map your highest-value automation opportunities?
Free audit. Thirty minutes.
AI-powered claims intake capturing all required information, routing to the right adjuster, and sending status updates to clients automatically. Reduces manual data entry and speeds up first response.
AI handling inbound policy queries, claims status requests, coverage questions, and document requests. Clients get instant responses. Your team handles exceptions only.
Inbound quote requests handled by AI - data collection, preliminary quote generation, and routing to agents for review. Reduces quote turnaround from days to hours.
Policy documents, renewal notices, and compliance checklists routed automatically. E-sign collection tracked and followed up without manual chasing.
Internal workflows for agents - lead routing, pipeline tracking, renewal alerts, and performance reporting automated so agents focus on clients and sales.
Explore our dedicated build for insurance support teams - policy queries, claims status, document requests, and follow-up handled 24/7. See insurance support automation →
Want to automate your insurance operations?
Book the audit. We scope insurance projects in 30 minutes.
Sales ops / US / Compliance-parallel
Full sales and compliance automation: SOW generation, DocuSign e-sign routing, NMI payment collection, and compliance tracking all triggered from rep activity. 100% audit trail. Direct parallel to insurance compliance and document workflow needs.
Ready to automate your insurance operations?
Book the audit. Thirty minutes. Free.
Claims intake, client support inquiries, quote data collection, document routing, renewal reminders, and compliance tracking are the highest-value starting points.
We design compliance into the workflow architecture - audit trails, approval gates, and data handling rules built from the start.
Pricing depends on the scope of your system. After a free audit we give you a clear quote, fixed-price or hourly, whichever fits. Book the audit for a number tailored to you.
GHL for CRM and communication, n8n for workflow orchestration, DocuSign for e-sign, and Twilio for SMS/voice.
// Free Audit
Book the audit. Free. Thirty minutes and you keep the roadmap.