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Case Study: Insurance Brokerage Automation

Industry
Insurance & Financial Services

Project
End-to-End Zoho One Implementation + Underwriting Automation

The Challenge

This insurance brokerage was heavily reliant on manual processes for quoting, renewals, and onboarding. Each request involved multiple spreadsheets, manual underwriting checks, and repetitive admin tasks. Staff were spending hours each week re-keying data, chasing documents, and trying to keep up with customer expectations.

The main pain points included:

  • Manual quoting with limited consistency and long turnaround times
  • Renewals handled manually, leading to missed deadlines and client frustration
  • Disconnected spreadsheets, creating duplication and errors across data entry
  • High admin overhead, leaving less time for sales and customer care
  • No visibility into quote progress or renewal tracking for management

The result was slow service, frustrated clients, and staff under pressure to meet compliance and workload demands.

insurance industry software

insurance industry software

The Solution

We implemented a fully integrated Zoho One system to automate core processes and eliminate repetitive work.

Key features included:

  • Automated quoting workflows, linked directly to underwriting APIs
  • Renewal automation, triggering reminders, client communications, and document generation without manual intervention
  • Custom dashboards, providing management with real-time visibility of quotes, renewals, and workload distribution
  • Document generation, creating compliant, branded documents instantly from CRM data
  • Integration with financial and customer systems, ensuring smooth data flow without re-entry

This solution delivered a seamless end-to-end process, reducing admin load and ensuring clients received faster, more consistent service.

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THE IMPACT

The improvements had a dramatic effect across the brokerage

Adam is an ardent technophile who is equally ingenious at directing solutions to critical and complex problems. He has a razor-sharp thinking ability to tackle issues upfront with clients and provide suggestions with ease. He makes process discovery meetings fascinating.

Cecille P / Software Quality Consultant

Why It Matters

In a competitive industry like insurance, speed, accuracy, and compliance are non-negotiable. By automating quoting, renewals, and document management, this brokerage positioned itself as a modern, client-focused firm capable of scaling without increasing overhead.

The result? A leaner operation, higher client satisfaction, and a clear competitive advantage in an industry where responsiveness and accuracy directly impact trust and retention.

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