Renewal and document intake
Insurance brokerage workflow audit for renewals, document intake, and client follow-up
Make renewal dates, applications, certificates, client documents, carrier questions, follow-up emails, and account-manager tasks easier to track before deadlines pile up.
Built by Duncan Anderson, an AI engineer and data scientist who builds practical automation around real operating workflows.
What usually breaks
Where insurance brokerages lose time or revenue
The first audit is deliberately narrow. We identify the repeatable workflow, the owner, the inputs, the status points, and the places where a small automation would actually survive daily use.
Renewal lists require manual spreadsheet cleanup.
Client document status is buried in emails and PDFs.
Carrier follow-up and client follow-up are hard to distinguish.
Certificate and endorsement requests interrupt deeper account work.
Workflow map
The audit follows the real work, not a generic AI checklist
The audit targets operational admin and follow-up, not coverage advice or underwriting decisions.
Renewal pipeline by account, line of business, deadline, carrier, application status, and missing documents.
Client follow-up queue with requested items, due date, owner, and last touch.
Certificate/endorsement request intake, routing, completion, and client notification.
Account-manager dashboard for renewal risk, stalled applications, and overdue client items.
Automation candidates
Likely first builds
The right first build is usually small, specific, and close to revenue or deadline pressure.
Renewal status tracker that turns AMS exports and emails into a working queue.
Client missing-document follow-up drafts grouped by account.
Certificate request intake and routing workflow.
Carrier/client question summarization for account-manager review.
Audit output
What you get back
The goal is a decision-ready plan: what to automate first, what to keep manual, and what data or tool connection is needed.
A renewal and document-intake workflow map.
A missing-info taxonomy for applications, supplements, certificates, and carrier questions.
A follow-up queue structure for client and carrier tasks.
A first automation plan that works around the existing AMS/CRM.
Request the audit
Send the workflow that is costing time, deals, or deadline confidence
Specifics help. Include the tools involved, how the work arrives, who owns it, where status gets lost, and what would count as a useful win.
Other workflow audits
Related operational bottlenecks
Commercial subcontractors
Bid Package Review
Review plans, specs, addenda, bid forms, scope gaps, RFIs, exclusions, and bid-day checklists before commercial subcontractor bids go out.
Roofing contractors
Roofing Follow-Up
Automate roofing estimate follow-up, proposal reminders, photo notes, production handoffs, and lost-quote tracking.
HVAC and plumbing service companies
HVAC/Plumbing Dispatch
Improve HVAC and plumbing dispatch workflows, missed-call handling, quote follow-up, service notes, and recurring maintenance reminders.