Quick takeaway:
If you want to automate your insurance brokerage, start simple. Identify the tasks that take up the most time, quoting, renewals, client follow-ups and connect tools that can handle them for you.
An AI assistant like Wilbert, it helps you save operational time, allowing you to focus on what really matters: your clients.

Why Automate Your Brokerage?

Automation isn’t a luxury anymore, it’s what separates brokerages that survive from those that grow.

According to McKinsey & Company (2024), insurers leveraging automation can cut operational costs by up to 40% while improving customer satisfaction through faster service.

And the shift is global: 88% of insurance and financial executives have accelerated their automation adoption since 2020, according to ServiceNow (2025).

Automation doesn’t replace people, it empowers them. It gives teams time to focus on relationships, analysis, and sales instead of repetitive work.

Insurance automation is no longer optional, it’s the foundation of scalable, client-first brokerages.

🧠 How to Start Automating Your Brokerage (Step by Step)

Automation doesn’t begin with big investments or months of implementation. It starts with small, smart steps that add up fast:

1. Centralize your data.
Before you can automate, make sure all client, policy, and renewal information is stored in one place.
A well-organized CRM or ERP lets you connect systems and eliminate duplicated work.

2. Identify repetitive tasks.
List everything you do daily or weekly: quoting, renewals, reminders, follow-ups, reports.
Anything that repeats can be automated.

3. Start with high-impact processes.
Quoting and renewals are the best candidates, they take time and follow clear workflows.
Automating these can save hours each week and deliver faster service to clients.

4. Connect your existing tools.
You don’t need to change your entire system. Modern solutions can connect to what you already use.
For instance, linking your CRM or rating platform with an AI assistant like Wilfredo lets you automate workflows without replacing your current setup.

5. Measure results and keep improving.
Every automated process should be measured. How much time are you saving? How many errors are you avoiding?
Tracking results helps you see real impact and plan what to automate next.

Benefits of Automation for Insurance Brokers

1. More time for clients.
   Less manual work, more focus on advising and building relationships.
2. Greater efficiency.
   Fewer errors, faster operations.
3. Improved client experience.
   Quicker responses and smoother communication.
4. Scalable growth.
   Grow your business without growing your workload.

Tools That Are Transforming the Industry

Intelligent assistants are redefining how brokers work.

Wilbert, for instance, is the first WhatsApp assistant designed for insurance brokers and agents.
It automates quoting, renewals, and policy analysis, all within WhatsApp, no portals or forgotten passwords.
In short: it automates the repetitive, so you can focus on what truly adds value.

Want to see how automation can transform your brokerage?
Visit Foliume and see how Wilbert is helping brokerages work smarter every day.

❓ Frequently Asked Questions About Brokerage Automation

Where should I start when automating my brokerage?
Begin with repetitive tasks like quoting and renewals. Tools like Wilfredo help you automate these without changing your existing systems.

What are the real benefits for smaller brokerages?
Time savings, fewer mistakes, and the ability to manage more clients without expanding your team. Many see productivity improvements of up to 50%.

Does automation make insurance less personal?
Not at all. It frees up your time to focus on clients. Technology supports your role as an advisor, it doesn’t replace it.