ZV / Automation
Which job eats the week?
The same thing gets typed twice, and paperwork gets chased by hand. The month takes days to close. Pick the loop you want gone.
- Carrier portalThe same client, typed into the next siteDetails live in the agency system, then get re-keyed into each carrier's portal.
- CertificateA one-off certificate stops the real workCertificate requests interrupt the day, each one typed and emailed by hand.
None of those? About 3 minutes to run the numbers.
Run the numbersAutomation for insurance agencies
The same client, typed into the next site
Details live in the agency system, then get re-keyed into each carrier's portal.
Number to bringHow many hours a week does one account manager spend re-entering clients into carrier sites?
A one-off certificate stops the real work
Certificate requests interrupt the day, each one typed and emailed by hand.
Number to bringHow many certificates a month, and how long does one take?
Bring those two numbers
About three minutes. You type the numbers; I do not invent them. The first conversation is next if the loop is worth mapping.
Work you want to stop doing by hand
- Document and invoice intakeFields come off the submission, the certificate request, or the commission statement and into the system of record. Anything ambiguous stops in a queue for a named person.
- Inbound enquiry triageIncoming requests land in one queue, sorted by what they are and who should answer, instead of scattering across a shared inbox.
- Stop double entry between systemsA client record gets one home. The other systems receive a controlled copy, and anything ambiguous waits for the person who owns it.
- Close preparationCommission reconciliation becomes a visible process with owners and blockers.
- Finish the workflow you already boughtCheck what the software you licence already does before building anything. Add only the part that is genuinely missing.
- Automation inventory and cleanupOne pass over the small automations already running: what each one does, whose login it uses, what breaks quietly. You get a written register and a decommission list.
Worth reading
The language of business automation
13 minute read
What should your company automate—and when?
11 minute read
What happens to the workflows when someone leaves
4 minute read
A different kind of business
Next step
Tell me which one it is
The first conversation is free, and it’s genuinely fine to arrive without knowing what you need.