Automation for insurance agencies
Business automation for independent insurance agencies
Dravik builds automations for US insurance agencies with 20 to 500 people. We connect your agency management system, comparative rater, email and accounting so intake, renewals, certificates and commission reconciliation stop running on rekeying. It starts with a $199 fixed-price business audit: a 30 minute call plus a written plan.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Common tools we build on
- Applied Epic
- AMS360
- HawkSoft
- EZLynx
- QQCatalyst
- Indio
- IVANS
- Salesforce
- Microsoft 365
- QuickBooks
Common systems in insurance agencies. We build on the stack you already run.
The problem
Where the hours go in insurance agencies
An agency's day is full of small, repeated jobs. A prospect fills out a web form and a CSR retypes it into the rater. A commercial client needs a certificate of insurance today. A renewal is 90 days out and someone has to remarket it. Each job is quick on its own, and together they take most of the service team's week.
The data is spread out too. Policy details live in the agency management system, carrier portals hold the downloads, quotes sit in the rater, and producers track pipeline in their own notes. Every handoff between those places is a chance for an error that becomes an E&O problem, so agencies add checks, which adds more manual work.
What we automate
Workflows worth automating for insurance agencies
- 01
Quote intake into the rater
Web forms, phone notes and emailed applications are captured once, checked for missing fields, and pushed into your comparative rater and AMS as a prospect record. The producer gets a ready quote file instead of a pile of PDFs to retype.
- 02
Renewal remarketing pipeline
Policies coming up for renewal are pulled from the AMS on a set lead time, sorted by premium change and account size, and assigned to the right account manager with a task list. Clients get a check-in message before the new terms arrive, so renewals stop surprising anyone.
- 03
Certificate of insurance requests
Requests arrive by email or a portal form, get matched to the right client and holder, and a draft certificate is prepared from the policy data for a CSR to review and send. Holder lists and expiring certificates are tracked so nobody is caught short on a job site.
- 04
Carrier download reconciliation
Carrier downloads and portal changes are compared against what is in your AMS. Mismatches in premium, coverage or effective dates go to a short exception queue, so your team reviews differences instead of opening every policy.
- 05
Commission statement matching
Carrier commission statements are parsed and matched to policies and producers. Missing or short payments are flagged, producer splits are calculated, and the result lands in accounting ready for review rather than built by hand in a spreadsheet each month.
- 06
Claims status updates
When a client reports a claim, the first notice is logged, the carrier is notified, and the client gets status updates as the claim moves. Account managers see open claims on their accounts in one view instead of chasing adjusters by phone.
The business audit
Find the workflow costing your team the most hours
The audit maps your repeat work, checks which of your systems can connect, and ranks what to automate first in your business.
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it
Your stack
Built on the tools insurance agencies already use
Most agency systems have APIs or export options, though access varies by vendor and plan, and some carrier portals offer no integration at all. We build around what each system allows and tell you in the audit where a manual step has to stay. Client personal and financial data stays in your systems, and we limit access to the fields each workflow needs.
- Applied Epic
- AMS360
- HawkSoft
- EZLynx
- QQCatalyst
- Indio
- IVANS
- Salesforce
- Microsoft 365
- QuickBooks
Where we start
What the audit looks at first
The audit follows one personal lines and one commercial account through intake, quote, bind, service and renewal, counting the times data is retyped. A common first build is quote intake into the rater, because it touches new revenue, followed by certificate requests for agencies with a large commercial book.
- 01The call30 minutes on how your business runs, the tools you use and the growth you are after.
- 02ReconWe study your workflows, your site, your rankings and how AI assistants describe you and your competitors.
- 03The written planA ranked list of what to fix or build first, with a fixed price for anything worth building.
- 04Your callKeep the plan and run it yourself, hand it to your team, or have us build it.
What you own
Everything we build is yours.
- Every workflow and integration, in your own accounts
- Written documentation of what each automation does
- Admin access to every tool, ours removable at any time
- A person in the loop wherever a judgment call is needed
Automation questions from insurance agencies
Will automations work with Applied Epic or AMS360?
Often, yes. Both have integration options, but what you can reach depends on your version and licensing. We check your exact setup in the audit and only propose builds that your system can support.
Do automations increase our E&O risk?
They should reduce it, since fewer retyped fields means fewer errors. We still keep a person approving anything that changes coverage or goes to a client, like certificates and policy changes, and we flag compliance questions in the audit for your own review.
Can you automate commission reconciliation across many carriers?
Yes, for carriers that send statements in a readable format. Some still send scanned PDFs, which need a review step. The audit tells you which carriers can be fully matched and which will need a person to check.
What does the audit cost?
The business audit is $199, fixed: a 30 minute call plus a written plan of what to automate, in what order, and the fixed price of each build.
How much does automation cost for insurance agencies?
It starts with a $199 business audit: a 30 minute call plus a written plan of what is worth automating. If something is worth building, you get a fixed price for it before any work starts, and you own everything we build.
Keep reading
More on automation
Related
Start with recon
Find the busywork your team should stop doing by hand.
Book the audit. We will tell you plainly which workflows in your business are worth automating, which are not, and the fixed price for anything worth building.
- A 30 minute call about how you run
- A written plan ranked by impact
- Yours to keep, even if you never hire us
$199 fixed price, 30 minute call plus a written plan. Full refund if it isn't worth it