Send new insurance applications to matching carriers automatically

Reads new insurance applications, generates a custom PDF for each matching carrier, and emails them out automatically.

How the work actually flows

From the manual situation today to what runs on its own.

flowchart TD trig>"New application in sheet"]:::trig s0["Carriers matched automatically"]:::task trig --> s0 s1["PDF generated per carrier"]:::task s0 --> s1 s2["Email sent to each carrier"]:::task s1 --> s2 out[/"Summary report emailed"/]:::out s2 --> out pay{{"Hours saved per submission"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationDocument Processing & OCRSpreadsheet & Database OpsFile & Cloud Storage
Connects
Google SheetsGoogle DocsGoogle Drive

The problem it solves

Submitting a commercial insurance application to multiple carriers means filling out the same information over and over, formatting each one correctly, and emailing them one by one. It eats up hours you could spend talking to clients, and it is easy to send an application to a carrier that was never a good fit.

Who it fits

A commercial insurance broker or agency handling multiple carrier submissions per client.

How it works

  1. A new application appears in your spreadsheet
  2. The system checks which carriers fit based on revenue and industry
  3. A custom application PDF is generated for each matching carrier
  4. Each carrier receives their personalized PDF by email
  5. You receive a summary report once all submissions are sent
What you get

Applications reaching every matching carrier same day

Every new insurance application gets turned into a custom PDF for each matching carrier and emailed out automatically, without you sorting through submissions.

What you get

Completed carrier submissions sent by email, plus a summary report of what went out.

What you need

A Google Workspace account with Sheets, Docs, and Drive, plus an email account for sending.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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