Insurance Automation
Stop Losing Producers to Paperwork. Automate Your Insurance Agency.
Your team didn't get licensed to do data entry. RPA Studio handles the repetitive work so they can sell.
The Problem Every Agency Faces
Your Producers Are Drowning in Admin Work
Your producers spend 40% of their day on data re-entry. That's $0 in revenue. Every quote means logging into clunky carrier portals, entering the same data one carrier at a time, waiting for page loads and timeouts, and manually building comparison sheets. One lead can take 2-3 hours to quote across 8 carriers.
The Invisible Full-Time Clicker
Add up the portal entry time across your team. You're paying for an entire position's worth of clicking, copying, and pasting. Work that generates zero revenue and zero client relationships. That's the position RPA Studio replaces.
What You Can Automate
Workflows We Handle for You
Renewal Quoting
Automatically pull expiring policies, re-market across carriers, and deliver comparison sheets to producers.
Learn more →New Business Quoting
Submit once, quote across all your carriers simultaneously. No more portal-by-portal data entry.
Learn more →Intake Processing
Extract data from Acord forms, validate completeness, and enter into your AMS automatically.
Learn more →COI Issuance
Generate and deliver certificates of insurance directly from your AMS data.
Claims Processing
Route first notice of loss to carriers and track claim status across portals.
Policy Administration
Automate endorsements, cancellations, and policy change processing across carriers.
Your Agency, Your Setup
We Build Around Your Carriers, Your AMS, Your Workflows
No IT Department Required
We handle everything: setup, configuration, carrier connections, and ongoing maintenance.
Works With Your AMS
Applied Epic, HawkSoft, EZLynx, AMS360, NowCerts, QQ Catalyst, AgencyZoom, and more. We connect to what you already use.
Human-in-the-Loop
Automation handles data entry. Your team handles decisions. Nothing is submitted without review.
Custom-Built for You
Every automation is built for your specific carriers, lines of business, and workflows.
ROI Metrics
What Agencies Are Seeing
58+
Hours Saved Monthly
Per agency, redirected to selling and client service
75%
Reduction in Processing Time
For renewal quoting workflows
200%
First-Year ROI
Most agencies recoup in 6 months
2h → 10min
Per Quote
From 2 hours of portal entry to a full carrier run in under 10 minutes
How It Works
Live in 30 Days or Less
1
We Connect
We connect to your AMS and carrier portals. You share credentials securely. We handle the rest.
2
We Build
We map your workflows and build custom automations for your specific carriers and lines.
3
You're Live
Most agencies are live within 30 days. We monitor everything and handle ongoing maintenance.
FAQ
Common Questions
What types of insurance automation does RPA Studio handle?
Quoting (new business and renewals), intake processing, COI issuance, claims routing, and policy administration. Most agencies start with renewal quoting.
Do I need an IT department?
No. We handle all setup, configuration, and ongoing maintenance. Nothing to install, no code to write.
How is this different from a comparative rater?
Raters only work with carriers that integrate via API. RPA Studio works with any carrier portal, including regional and specialty markets that raters can't reach.
Will automation replace my staff?
No. It replaces the clicking and data entry so your team can focus on selling, client relationships, and complex judgment calls.
Ready?
15 minutes to see if this fits your agency.
No pressure. No pitch deck. Just a quick look at your quoting flow and whether RPA Studio is a fit for it.
Month-to-month. No contract. About 30 seconds to book.