For insurance agencies, document intake automation projects typically range from $3,500 for foundational setups to $15,000+ for comprehensive, integrated solutions. The final cost depends on the complexity of your current intake workflows, the number of document types (e.g., ACORD forms, loss runs, claims reports), and the CRM/AMS integrations required. We provide a fixed price after a free systems audit, ensuring you have a clear, upfront investment.
We begin with a detailed audit of your current document intake processes, identifying where your team spends the most time on tasks like manual ACORD form processing or data entry into your AMS. This allows us to pinpoint specific automation opportunities and design a tailored solution.
Our team builds and thoroughly tests your custom automation, configuring it to accurately extract data from diverse document types, such as loss runs or claims reports, and integrate seamlessly with your existing systems. We ensure the solution is robust, secure, and ready for your agency's specific needs.
Once built, we deploy the automation, integrating it directly into your daily workflows for tasks like automated document routing or policy application processing. We provide comprehensive training for your team, ensuring a smooth transition and maximum adoption of the new, efficient process.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit