RPA for Insurance
Robotic Process Automation Built for Insurance Agencies, Not IT Departments
Enterprise RPA tools were built for Fortune 500 companies. Your agency needs something different.
What Is RPA?
RPA in 30 Seconds
Robotic Process Automation (RPA) uses software to perform repetitive computer tasks: the same clicking, typing, and copying that your team does manually. In insurance, that means logging into carrier portals, entering client data, pulling quotes, and updating your AMS. RPA does it faster, more accurately, and without getting tired.
The Problem
Why Generic RPA Doesn’t Work
Requires IT Resources
Enterprise tools like UiPath and Automation Anywhere need dedicated IT staff to build and maintain automations.
Not Insurance-Aware
Generic RPA doesn’t understand carrier portals, Acord forms, or AMS workflows. You’re building from scratch.
Expensive to Start
Enterprise RPA licenses start at $10,000+/year, before you’ve automated a single workflow.
Breaks Constantly
When a carrier changes their portal, generic RPA breaks. You need IT to fix it every time.
The Difference
Generic RPA breaks. Ours adapts.
Every carrier portal changes. New fields, updated layouts, different workflows. Generic RPA breaks every time. You call IT. They file a ticket. A developer rebuilds the bot. Weeks later, you're back online.
RPA Studio's AI detects changes and adapts automatically. No developer. No downtime. No tickets.
Side by Side
RPA Studio vs. Enterprise RPA
Our Approach
How It Works for Your Agency
We Build It
Tell us what you want automated. We build the workflows. You don’t write a single line of code.
We Connect It
We connect to your AMS and carrier portals directly. No middleware, no API projects.
We Maintain It
When carrier portals change, we update your automations. You don’t lift a finger.
We Support It
Real people. Real support. Not a knowledge base and a ticket queue.
Start Here
What Agencies Automate First
COI Issuance
Generate and deliver certificates without manual processing.
Coming soonResults
The Numbers Speak
58+
Hours Saved Monthly (Typical)
30 Days
To Go Live
$399/mo
Starting Price
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.