How do you automate insurance agency workflows?

Volume multiplied by hands-on time gives you a starting estimate of the opportunity. Add two practical questions: can someone readily check the output, and is the required workflow actually available? A large theoretical saving is not useful if setup or rework consumes it.

Write down the current steps before you change them. Include where information comes from, where it is entered again, who reviews it, and where the final record belongs. Keep the parts that already work, such as a reliable rater or AMS reminder.

Give the first user a concrete request and an example of an acceptable result. They should not have to invent prompts, understand model names, or attend every product meeting to use a familiar task.

Relay provides a place to work with source documents, editable drafts, and configured carrier browser workflows. Start with one supported task and evaluate the final result. Confirm automatic inbox handling, routing, and AMS updates separately.

Repeat the test on several ordinary cases. Count corrections, active review time, manual redos, and whether the person would use it again. Expand the work that becomes easier to finish.