Admin Automation Checklist for Insurance Agents

Client Onboarding & Quoting

Transcribing handwritten quote notes from kitchen table meetings into comparison sheets
Send a voice note with meeting details; Christine pulls carriers, deductibles, and premiums right into a Google Sheet.
1h 30m/week
Automatable
Drafting follow-up emails with multi-carrier bundle comparisons
Text 'Draft comparison email for Delgados' and Christine writes the breakdown, picking the best bundle to send.
45 min/week
Automatable
Negotiating final premium rates with underwriters
Christine gathers the loss run data, but you still need to make the call to lock in the rate.
30 min/week
Manual

Scheduling staggered renewal review calls for 38+ policies per quarter
Say 'Schedule November renewals' and she blocks 15-min slots in your calendar, starting with Mrs. Kim on Oct 20.
1h/week
Automatable
Sending 30-day pre-renewal alerts to check for better carrier options
Set one rule and she reminds you 30 days out to get new quotes before auto-renewal hits.
40 min/week
Automatable
Explaining complex coverage gaps to anxious clients
She pulls up the declarations page, but you have to explain the gap yourself since it takes a human touch.
50 min/week
Manual

Logging after-hours claim details called in from the field
Voice-note claim details while at the soccer game; she creates a timestamped incident report in the client folder.
35 min/week
Automatable
Reconciling commission statements from 6 different carriers
Forward the carrier PDFs and she extracts the amounts to update your income tracker by carrier.
55 min/week
Automatable
Photographing and categorizing E&O course receipts for taxes
Snap a photo of the receipt; she reads the amount and logs it under 'Professional Development' expenses.
20 min/week
Automatable

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on insurance agents.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task