Pacific Shield Insurance had a problem every growing agency faces: more clients, same staff, and processes that depended on people remembering things.
Claims Intake Automation
Before: Client calls, agent takes notes on paper, types it into system later. Agent time per claim: 45 minutes. After: Client fills a digital form, system creates the claim, routes to adjuster, follows up automatically. Agent time per claim: 8 minutes.
Policy Renewal Reminders
System sends renewal reminders at 60, 30, and 14 days out. Tracks responses. Escalates non-responders at day 7. Renewal rate went up 11%.
Client Onboarding
One trigger kicks off the entire sequence: profile created, welcome email sent, documents generated, review scheduled — all within 15 minutes of signing.
The Real Win
200 hours per month recaptured. That is roughly $8,000/month in productivity from a system that costs a fraction of that.