New Client Welcome & Coverage Gap Analysis System
A done-for-you financial services automation built for the Insurance Agent, connecting Jotform, Slack, and Mailchimp so the work below happens on its own.
What this automation does, step by step
When a new client's first policy is bound, this automation launches a welcome sequence that introduces the agency, explains how to file a claim, and delivers the client's policy summary document automatically.
Thirty days after binding, the client receives a coverage review questionnaire asking about any changes in their home, vehicles, business activities, or life situation.
The agent receives a summary of any gaps identified (an uninsured vehicle, a home-based business, an umbrella policy need) turning the post-sale relationship into an opportunity to ensure the client is properly protected rather than simply properly sold.
- Agency management system (e.g., HawkSoft or Applied Epic)
- Zapier or Make.com
- Jotform (coverage review questionnaire)
- Mailchimp or ActiveCampaign (welcome sequence)
- Slack (gap analysis alert to agent)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means an insurance agent re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
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