Annual Savings
$500K annual savings through automated renewals, endorsements, and commission processing.
Insurance Workflow Automation – Independent Agency
Cutting Insurance Workload in Half with GeniAI
- 60% less manual effort
- $500K annual savings
About
An independent insurance agency serving thousands of customers, this firm needed to cut repetitive manual work and reduce reliance on offshore assistants. They chose Genium to automate operations, improve compliance, and free up staff to focus on customer service.
Challenge
Independent insurance agencies were weighed down by repetitive tasks: renewals, cancellations, endorsements, claims, and commissions — each managed manually across multiple carriers. The result: inefficiency, compliance risk, and heavy reliance on virtual assistants.
Solution
The GeniAI Platform introduced a unified automation layer built with Python-based RPA bots, carrier-specific rule engines, and an event-driven workflow orchestrator (Kafka + Airflow). AI-driven data parsing standardized inputs across AMS (Agency Management Systems), while rules engines executed workflows for renewals, endorsements, and commissions. A dedicated senior engineer configured carrier-specific exceptions, reviewed workflows for compliance, and signed off on automation logic to ensure accuracy and trust. With encryption and audit trails built in, the agency eliminated regulatory risk while cutting thousands of hours of manual work.
Technologies used
- Python RPA bots
- Kafka
- Airflow
- AI-driven data parsing
- Rules engines
- AMS integration
- Workflow orchestration
Results
Timeline Reduction
Project timeline cut from 9 months to 10 weeks with AI-driven automation and expert oversight.
Maintenance Costs
70% lower maintenance costs achieved through comprehensive code modernization and optimization.
Zero Downtime
Modernization delivered at scale without interrupting ongoing operations or business continuity.