5 Insurance Tasks You Didn’t Know You Could Automate with AI (And Why You Should)
In today’s fast-paced environment, brokers are managing more than ever – quoting, issuing policies, collecting documentation, and maintaining strong client relationships. With so many demands, it can be difficult to find time to focus on growing your book of business.
At 1Fort, we partner with brokers nationwide who often face the same challenge: manual processes are consuming valuable time and resources.
That’s where AI makes a meaningful difference – not by replacing the human touch, but by enabling brokers to deliver it more effectively. Below are five common insurance tasks that are easier to automate than you might think, and why embracing AI is a smart, strategic move.
1. Policy Renewal Reminders & Prep
Renewals are a key driver of revenue, but tracking each client’s policy expiration can quickly become complex and time-consuming. AI can streamline this process by extracting relevant data from existing policies, automatically requesting updated information from your clients, and generating renewal documents for e-signature – all with zero manual effort.
Why it matters:
Reduce last-minute scrambles, retain more clients, and spend less time on repetitive outreach.
2. Generate Coverage Comparisons
Creating side-by-side coverage comparisons can be time-consuming, especially when dealing with multiple quotes or complex policy structures. With AI, you can instantly generate easy-to-understand comparison summaries that highlight key differences in limits, exclusions, and pricing.
Why it matters:
Save time, improve transparency, and help clients make faster, more confident decisions.
3. Certificate of Insurance (COI) Requests
COI requests are a frequent, and often time-consuming, part of a broker’s workload. With the right system in place, clients can submit requests through a secure self-service portal, and COIs can be generated automatically based on pre-approved criteria, eliminating the need for manual communication.
Why it matters:
Save time, eliminate delays, and provide clients with a faster, more convenient way to access their COIs.
4. Requesting Quotes from Multiple Carriers
Manually inputting the same client information across multiple carrier portals is inefficient and error-prone. AI solutions allow you to enter data once and submit it simultaneously to multiple carriers, ensuring accuracy and reducing turnaround times.
Why it matters:
Expand market access, shorten quoting cycles, and respond to client needs more efficiently.
5. Onboarding & Document Collection
Onboarding a new client shouldn’t require constant follow-ups. AI tools can streamline the process by collecting required documents and guiding clients through each step in a clear, organized way.
Why it matters:
Accelerates policy issuance, reduces administrative workload, and delivers a more efficient, client-friendly onboarding experience.
Manual workflows slow you down, limit your capacity, and leave little room for growth. At 1Fort, we’re helping brokers modernize the way they operate by automating everyday tasks, so you can spend less time on admin and more time advising clients and building your book.
Ready to see how automation can work for your brokerage? Book a personalized demo and discover how 1Fort can help you scale smarter.
