Eliminate manual ACORD data entry, process loss runs in seconds, and reduce E&O risk. Get 10+ hours back every week.
“OpSpring helped us design and implement an automated data collection system that consistently generates new leads for our business. What used to take hours of manual work now happens effortlessly. Their team is sharp, responsive, and makes complex automation feel simple.”
These examples show the kinds of automations we can build for insurance agencies. Click any card to explore how it works—we'll customize solutions based on your specific workflows and pain points.
The Problem
15–30 min of manual copy-paste per form.
The Solution
One client intake form → AI fills ACORD 25/126/140 automatically.
The Problem
Parsing unstructured quote request emails wastes time.
The Solution
AI extracts key fields (LOB, dates, exposures) into a structured table.
The Problem
Loss runs are 30+ page PDFs. Manual summarization is slow.
The Solution
Upload PDF → AI outputs loss ratios, trends, and anomalies.
The Problem
Comparing quotes line by line is tedious and error-prone.
The Solution
Upload two quotes → AI highlights differences and builds a client summary.
The Problem
Proposals are built manually from scattered data.
The Solution
AI pulls from intake + quotes to generate a formatted, branded proposal PDF.
The Problem
Renewal reminders are generic; cross-selling is inconsistent.
The Solution
AI drafts personalized renewal emails and upsell suggestions.
The Problem
Incomplete submissions delay underwriting.
The Solution
AI checks ACORD, loss runs, narratives → flags missing docs and fields.
The Problem
Repetitive email writing eats 30–60 min daily.
The Solution
Browser extension + AI prompt templates for fast, polished drafts.
The Problem
Carrier selection relies on tribal knowledge.
The Solution
Intake risk → AI matches to appetite guides and ranks targets.
The Problem
Missed coverages and documentation gaps create liability.
The Solution
AI scans submissions and communications for red flags before bind.
Book a free 30-minute call and we'll walk through your biggest bottlenecks to identify the perfect first automation.
Book Your Free Strategy CallTailored services that transform operations through efficiency and accuracy
Eliminate time-wasting workflows and focus on revenue-generating activities
Faster turnaround times with improved accuracy and fewer E&O risks
Confident adoption and long-term efficiency gains across your agency
Ready to transform your operations?
Schedule a ConsultationYour data security and compliance are our top priorities
Enterprise-grade security standards
All data encrypted in transit and at rest
Reduces errors & omissions liability
Seamless integration with the tools you already use
Don't see your tool? We integrate with custom systems and APIs.
Everything you need to know about AI automation for insurance
AI can automate repetitive insurance tasks like ACORD form data entry, loss run processing, and quote comparisons, while reducing errors and providing data-driven insights for better underwriting decisions. This leads to faster submission turnaround and more efficient operations. Studies show that automating just 30% of routine tasks can significantly boost agency efficiency, allowing agents to focus on client relationships and revenue-generating activities instead of paperwork.
Start with pain points that are routine and time-consuming—common picks include ACORD form data entry, loss run summarization, email drafting, and quote request processing. These yield quick wins and free your team's bandwidth for higher-value work like client consultations and cross-selling. We help you prioritize by ROI through our AI Workflow Audit, identifying which automations will deliver the fastest payback for your specific agency workflows.
While it varies by agency size and automation scope, our insurance clients often see payback within 60 days. Efficiency gains of 20-40% are common—for example, saving 10+ hours per week per agent translates to approximately $400-800/week in labor value at typical CSR rates. This freed capacity can be redirected toward writing more business or improving retention. We set success metrics upfront during implementation, so you'll have clear data on time saved, error reduction, and revenue impact.
No—we design solutions your insurance team can easily use without technical expertise. We handle the heavy technical lifting including integrations with your AMS, email systems, and carrier portals. After launch, we provide comprehensive training and simple interfaces that fit naturally into your existing workflows. Many automations run on cloud platforms with minimal upkeep. If you prefer, OpSpring offers ongoing support plans so you never have to worry about maintenance or troubleshooting.
Absolutely. We follow strict security and compliance practices aligned with insurance industry standards. Your client data stays secure—we can deploy in your cloud environment or work with your existing systems without extracting sensitive data. For regulated information, we implement role-based access controls and encryption in transit and at rest. We're familiar with insurance compliance requirements and E&O considerations, and we can sign Business Associate Agreements (BAAs) when handling protected information like health data for health insurance agencies.
Our agile approach means you can have a pilot solution running in just 1-2 weeks. Simple automations like email drafting or quote request processing can go live within a week, while more complex integrations like ACORD auto-fill or AMS sync typically take 2-3 weeks. A full rollout with multiple automations might take 4-8 weeks depending on complexity. For example, similar insurance agency projects have gone live in under 90 days from kickoff. We prioritize quick wins first, so you see immediate impact and ROI while we expand the solution to cover more workflows.
Book a free 30-minute consultation to discover which AI automation solutions can save your agency 10+ hours per week and reduce E&O risk.
Schedule Your Free Strategy Call