Automations for insurance agencies
Document request chaser for insurance agencies
Quote requests go cold while you gather the details. For insurance agencies that's a common story, and it's what the document chaser is for. Asks for the documents you need, reminds people politely and files what comes in.
Why insurance agencies ask for this
- Quote requests go cold while you gather the details.
- Renewals sneak up and policyholders shop around.
- Claims questions tie up the phones.
What it looks like in practice
Picture a one-person insurance broker covering home and auto. You need four documents from a policyholder. They get one message with the list and an upload link. Two arrive the same day. The reminder three days later brings in the rest, all named and filed in HawkSoft.
How it works for insurance agencies
Once the document chaser is running for a one-person insurance broker covering home and auto, this is the sequence.
- You choose what's needed from a policyholder.
- They get a clear list with an upload link.
- Reminders go out until everything is in.
- Uploads are named and filed in HawkSoft.
- You see what's still missing.
Tools it connects to
For insurance agencies, I usually connect it to HawkSoft, Applied Epic and Outlook. It runs on n8n, Google Drive and Typeform behind the scenes.
Questions from insurance agencies
Does the document chaser work with HawkSoft?
Often, yes. Before building the document chaser I check your HawkSoft account and plan, because some features depend on API access. If there's a gap for your insurance setup, you'll know before you pay anything.
How is policyholder data handled?
For the document chaser, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The document chaser sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your insurance business?
Tell me how your insurance business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built