In insurance, relationships are everything.
But between quotes, renewals, and never-ending admin, brokers often spend more time on processes than on people. That’s where automation comes in, not to replace you, but to give you time back.

The idea of “automating your brokerage” might sound complex or expensive, but it doesn’t have to be. You don’t need a tech department or a full system overhaul.
Automation can start with something as simple as scheduling a WhatsApp message after hours, and evolve into intelligent workflows that read documents, pre-fill quotes, or connect directly to your CRM and rating systems.

This guide walks you through what automation really means for brokers, where to start, and how to do it without losing your human touch.

Why Automate Your Brokerage?

Automation isn’t a trend, it’s what separates brokerages that grow from those that just get by.

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

And this isn’t just a local shift, 88% of insurance and financial executives have accelerated their automation adoption since 2020, according to ServiceNow (2025).

The result? Less time on repetitive tasks, fewer manual errors, and more time doing what brokers do best, advising clients and building trust.

You Don’t Need to Rebuild Your Brokerage to Automate

For years, “digital transformation” meant starting from scratch: changing systems, retraining teams, migrating data…
But today, automation doesn’t require any of that.

Modern insurance tools are built to connect with what you already use, your CRM, rating platform, email, Excel, or even WhatsApp Business.
True transformation doesn’t mean replacing your systems. It means making them talk to each other.

Think of it as turning your current tools into a single, smart ecosystem that works for you, not the other way around.

How to Choose What to Automate First

The key isn’t automating everything, it’s automating what actually saves you time.
Start with the tasks that add the least value but take the most effort.

Ask yourself:

“Does this help my clients or just take time away from them?”

Real examples from brokers

1. Repetitive customer requests:
If you or your team spend hours answering the same questions (policy copies, renewal dates, coverage details), automate these through simple WhatsApp workflows or autoresponders.

2. Manual quoting:
If you’re copying data from PDFs into your rating platform every day, use tools that extract and pre-fill information automatically. You’ll go from 20 minutes per quote to seconds.

3. Renewal tracking:
Instead of manually reviewing expiration dates, set automatic alerts that notify you in advance, helping you stay proactive and avoid lapses.

Starting small builds momentum. Once you see results, you’ll naturally move toward more advanced automations, connecting data, documents, and communication in one flow.

How to Start Automating (Even Without a Tech Team)

Here’s the good news: you don’t need to be a developer (or hire one).
Low-code and no-code platforms make it possible to automate your workflows visually, no coding required.

Tools worth trying

• Zapier or Make: Connect apps like your CRM, email, forms, and WhatsApp Business to trigger automated actions between them.
• Voiceflow: Build conversational assistants for clients or teams, perfect for quoting or customer follow-ups.
• 11Labs: Convert written text into natural-sounding voice messages powered by AI, ideal for personalized communication.
• Lovable: Generate full UI prototypes and automation flows using AI prompts.

These platforms are flexible, affordable, and ideal for starting small, from auto-reminders to full renewal workflows.

Prefer Something Built for Insurance?

If you’re looking for a ready-made solution designed for brokers, Wilbert is built exactly for that.

Wilbert is the first WhatsApp assistant created for insurance brokers and agents.
It connects with your CRM or rating system to automate quoting, renewals, and policy management, directly from WhatsApp.
No extra platforms, no complex setups, no new passwords.

Simply message Wilbert, send a policy PDF or Excel, and let it handle the rest.
In short, Wilbert automates the repetitive, so you can focus on your clients.

Frequently Asked Questions About Insurance Automation

Where should I start automating?
Start with repetitive workflows like quoting and renewals. These give you the biggest time savings and are easy to automate with tools like Wilbert.

Does automation work for small brokerages?
Absolutely. It helps small teams handle more clients, reduce errors, and grow without increasing headcount. Many report productivity gains of up to 50%.

Will automation make insurance less personal?
Not at all. It frees you from the manual tasks that get in the way of real conversations. Automation enhances your human touch, it doesn’t replace it.