For insurance agencies, client follow-up automation projects are typically fixed price, starting at $3,500 for foundational automations like policy renewal or birthday sequences. The exact cost depends on your current workflow complexity and the number of systems, such as your AMS or CRM, needing integration. We provide a precise, tailored quote after a complimentary systems audit.
We conduct a deep dive into your current client follow up processes, identifying manual steps in policy issuance, claims management, and renewal cycles. This includes reviewing your agency management system (AMS), CRM, and existing communication tools to map out integration points.
Our team then designs and builds custom automation sequences, such as automated policy review reminders, birthday messages, or drip campaigns for specific product lines. We integrate these with your existing platforms like Applied Epic, Vertafore AMS360, or Salesforce, ensuring seamless data flow.
We deploy the new automations, rigorously test all workflows for accuracy (e.g., ensuring renewal notices send correctly), and provide your team with comprehensive training. This ensures your agents can confidently manage and leverage the automated client communication systems.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit