Enrollment CSVs imported by hand. Claims routed manually. Pharmacy prior auths chased by phone. Compliance reports built from scratch every month. Every one of those is a repeatable, automatable workflow — and every hour spent doing it manually is an hour your team can't spend on members.
// A Common Scenario We Automate
Every enrollment period, someone is manually downloading CSVs, cleaning data, importing into your system, and building reports. Here's what that looks like automated end-to-end.
Runs on a schedule. Errors flagged automatically. Report delivered to your inbox. No one touches it.
// Your Workflow
Toggle to see which stages Suretek automates and what your ops team stops doing by hand.
5 of 6 stages are manual — repeatable workflows that run the same way every time and should never require human hands.
// What Changes
Based on typical insurance carriers, TPAs, and benefits administrators.
If your data lives in a CSV, a database, or an API — we can automate it.
// Why Automate Your Insurance Agency
San Antonio insurance agencies lose clients every year not because of price, but because of poor follow-up at renewal time. A client who does not hear from you 60 days before renewal will shop around. Automation ensures every client gets contacted at exactly the right time, every time — without your producers manually tracking renewal dates.
Suretek AutoPilot integrates with Applied Epic, Hawksoft, AMS360, and other agency management systems to automate renewal outreach, certificate requests, claims follow-up, and cross-sell campaigns. Your producers focus on relationships and new business — the automation handles the timing-sensitive touchpoints.
Most independent agencies in the 3–15 producer range are managing renewal follow-up through spreadsheets, AMS reminders, and manual calls. That works until a producer has a busy month and renewals pile up. Automation makes your retention process consistent regardless of how busy the office gets.
We typically have insurance agency automation live in 5–10 business days. Works with your existing AMS and CRM — no switching platforms required.
// COMMON AUTOMATIONS FOR INSURANCE AGENCIES
Automatically contact clients 90, 60, and 30 days before renewal. Trigger producer alerts when a client does not respond. Never lose a renewal to poor follow-up timing again.
Automatically process certificate of insurance requests and send delivery confirmations. Reduce the manual back-and-forth that ties up your CSRs.
Send automated status updates to clients during open claims. Alert producers when a claim hits a milestone. Reduce inbound status calls significantly.
Automatically identify clients with coverage gaps and trigger outreach campaigns. A homeowner client with no umbrella policy gets an automated touchpoint — your producer gets an alert to follow up.
Send a welcome sequence to new clients explaining their coverage, payment schedule, and how to file a claim. Reduce new client calls and set expectations upfront.
Automatically remind clients of upcoming premium payments. Send alerts when a payment is missed before the policy lapses. Protect your retention rate.
// Frequently Asked Questions
Yes. We integrate with Applied Epic, Hawksoft, AMS360, EZLynx, and most platforms with an API. If your AMS is not listed, contact us — we build custom integrations.
All automated communications are logged with timestamps and content records. We build in required disclosures and opt-out handling. Your compliance team reviews templates before deployment.
Most insurance agency automation setups are live in 5–10 business days. We map your workflow, configure automations, test in your environment, and document everything.
Yes. Agencies with as few as 2–3 producers see strong ROI from renewal automation alone. The fewer staff you have, the more each automated touchpoint is worth.
An agency retaining just 2 additional clients per month through better renewal follow-up — at a $1,200 average annual premium — adds $28,800 in retained revenue per year. That far exceeds the cost of automation.
Use the Suretek Workflow Wizard to map your exact data flows, identify which processes are still manual, and get a custom automation plan built for insurance and benefits operations.