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AI Insurance Quotes: Faster, Smarter, 2025 Edition
Amir Prodensky
CEO
Nov 5, 2025
13 min read
Simple automations that speed up every quote
A few years ago, I watched an insurance team lose a client simply because a quote took too long to arrive. The agent had gathered all the right details, but between spreadsheets, emails, and manual data entry, it took three days to send the quote.
By then, the customer had already moved on.
That’s when I realized what insurance quote automation really means. It’s not just about technology. It’s about meeting modern customer expectations. Today (and, obviously, tomorrow), no one wants to wait days for an answer. With AI-powered automation, quotes can be generated in minutes instead of days.
Why does it matter? Because it brings:
Faster quotes that win business before competitors do
Higher accuracy with fewer manual errors
Lower costs by automating repetitive work
No matter if you’re a broker, agent, or insurer, automation tools like Strada help you streamline quote generation and handle post-call workflows automatically, keeping your customers happy and your operations running smoothly.
But before you can fix quoting delays, it helps to see what’s really slowing things down in the first place. The truth is, manual quoting comes with its own set of challenges, ones that technology is finally solving.
What challenges does manual insurance quoting have?
Manual insurance quoting comes with plenty of headaches.
You’re often stuck juggling manual data entry, spreadsheets, and multiple systems, which slows down the whole process.
Entering info by hand doesn’t just eat up time, it also opens the door to human errors and outdated data. These mistakes lead to slow response times that frustrate customers and cost you valuable leads.
Yet, before diving into automation, it helps to see where manual quoting slows things down.
Here are some common inefficiencies you’ll recognize right away:
Manual data entry across various platforms
Using spreadsheets to track quotes and policies
Switching between disconnected systems to compile information
Subsequently, these tasks create risks like:
Inaccurate policy details due to typos or missed info
Slow quote turnaround that leaves customers waiting
Difficulty comparing policies quickly and clearly
All these factors hit your customers hard. Imagine a potential client hanging up the phone because the quoting process takes too long or the info they get isn't up to date.
That’s lost business and a tarnished brand reputation. Plus, the operational costs pile up from all the time your team spends on administrative work instead of helping customers.
Traditional phone interactions often add to the delays and errors since agents have to manually capture info during calls. That’s where Strada’s AI phone agents shine – they automate conversations and data capture, speeding up quoting and reducing mistakes.
If you want to explore how insurance quotation software can solve these challenges, check out our detailed insights on the top tools for 2025.
If manual quoting slows everything down, automation flips the script. Let’s see how smart tools take those old headaches and turn them into fast, accurate workflows.
How does automation improve insurance quoting?
Traditionally, insurance quoting meant lots of manual work: collecting customer info, filling forms, running calculations, and double-checking for errors. This often caused delays and frustrated both agents and customers.
Automation changes all that by shifting from manual to data-driven workflows. Technologies like robotic process automation (RPA) and optical character recognition (OCR) work together to handle repetitive tasks.
RPA bots mimic human actions (clicking, copying, and entering data)
OCR reads scanned documents and extracts text effortlessly.
Together, they eliminate hours of manual data entry and speed up quote generation. In practice, this means:
No more copy-pasting from PDFs into spreadsheets.
Customer details flow automatically into CRM systems.
Quote documents are generated and verified in minutes.
Staff spend time reviewing insights, not typing data.
Machine learning (ML) and intelligent document processing (IDP) add even more power. ML models analyze patterns in customer data to make better predictions and decisions. IDP combines OCR and ML to understand and process complex documents automatically.
Plus, generative AI tools help create personalized responses, improving the quote experience.
Chatbots play a huge role here. For example, AI-powered WhatsApp bots and email bots speed data intake by chatting with customers in real time. They ask simple questions, gather details instantly, and feed the info directly into quoting systems. This removes friction and gets accurate data faster.
So, here’s what insurance quote automation does for you:
Automates data collection with chatbots and email bots, saving time
Uses RPA and OCR to quickly extract and enter data without errors
Applies ML and IDP to validate info and handle complex documents smoothly
Performs automatic calculations for quotes, reducing errors and speeding decisions
Enables real-time data validation so quotes are accurate right away
All this means customers get instant, reliable quotes and a seamless digital experience. And agents? They spend less time on paperwork and more on selling.
Take Strada’s conversational AI phone agents, for example. They capture quote intake data instantly during live calls.
This lets insurance producers focus on closing deals instead of typing up info. The result? Quote times drop dramatically, and customer satisfaction soars.
In short, automation in insurance quoting isn’t just about speed. It’s about making the whole process smarter, simpler, and more customer-friendly. You’ll see faster quotes, fewer mistakes, and happier clients. Now, who wouldn’t want that?
Now that you know how automation changes the game, the next question is: which tools actually deliver those results? Let’s look at the platforms making insurance quoting faster and smarter in 2025.
Which tools and platforms lead in insurance quote automation?
If you’re looking to speed up insurance quote automation, you’ll want tools that not only generate quotes but also connect smoothly with your existing systems. The right platform helps you deliver quotes faster, reduce errors, and keep clients happy.
Let’s dive into some of the top players making this happen in 2025.
Strada Workflows
Strada goes beyond traditional automation by transforming every insurance call into instant business action. Powered by AI, it listens to what customers say (no matter if it’s a quote request, a cancellation, or a payment promise) and automatically triggers the right workflows across your CRM, AMS, and communication systems.
It automates high-value post-call processes such as:
Abandoned quote recovery → automatically schedules follow-ups for incomplete applications.
Payment recovery automation → monitors promised payments and triggers reminders if unpaid.
Renewal risk management → flags at-risk renewals the moment churn intent is detected.
Claims intake → creates claim files, assigns adjusters, and updates systems instantly.
Certificate issuance → generates and delivers COIs automatically.
Strada effectively bridges conversational AI and operational automation, ensuring no follow-up or opportunity falls through the cracks. And here’s how to get started with Strada (in 5 simple steps)
Step #1. Start with one workflow
Pick one clear, high-impact use case, like abandoned quote recovery or renewal follow-ups. Focus on automating one task that currently eats up manual time.
Step #2. Define your trigger and outcome
Decide what should kick things off (for example: a customer says “I’ll pay Friday”) and what you want to happen next (create CRM task, send SMS reminder, update billing status).
Step #3. Connect your systems.
Link Strada to your CRM, AMS, and messaging tools. The platform offers ready-made integrations, with no heavy engineering work needed.
Step #4. Build and test your workflow
Use Strada’s no-code builder to add triggers, rules, and actions.
Then run a few test calls to make sure data syncs, tasks generate correctly, and follow-ups fire on time.
Step #5. Go live and optimize
Launch the workflow with one team or line of business. Track outcomes like follow-up rate or time saved, then adjust triggers or add new automations as you scale.
And here are some more automation tools worth considering:
FlowForma Copilot
This is an AI-powered no-code workflow automation tool. It lets you create custom quote workflows without coding, so you can automate complex tasks like quote approvals and document routing.
FlowForma Copilot is perfect if you want to build smart, adaptable quoting processes fast.
Feathery
Feathery shines when you need customizable forms that integrate with comparative raters like EZLynx. You can automate data collection, help clients fill in forms easily, and instantly generate quotes by tapping directly into rating engines.
Its flexibility means less manual work and smoother user experiences.
AutomationEdge
Known for hyperautomation, AutomationEdge combines RPAAI, and OCR. It’s a powerhouse for automating repetitive quoting tasks that involve document handling and data extraction.
This tool cuts down your manual data entry drastically.
KMG
KMG is tailored for MGAs and specializes in automated portals for rate, quote, and bind. It streamlines the entire sales process so MGAs can offer instant quotes and binding online, speeding up service delivery.
EZLynx
This is a frontline tool in insurance quote automation for delivering instant, accurate quotes by pulling data from multiple carriers. Integrating EZLynx comparative raters into your workflow means you get faster responses and better options for clients.
Now, these tools don’t operate in silos. They often integrate with broader systems to manage policies and customer relationships efficiently.
Agency Management Systems (AMS) like Applied Epic, HawkSoft, and NowCerts are staples for policy management and workflow integration.
These platforms keep all your policies and client records in one place and support connecting quoting to underwriting and claims. They help automate task assignments and track policy lifecycles smoothly.
In practice, AMS platforms help you:
Centralize client data → store all policies, quotes, renewals, and claims in a single, searchable system.
Automate task routing → assign activities automatically based on policy type, renewal dates, or team role.
Sync with quoting tools → push quote data directly to underwriting or carrier systems to speed up approvals.
Track the full policy lifecycle → from initial quote to renewal, ensuring nothing gets lost between departments.
Integrate with automation platforms → connect with tools like Strada, FlowForma, or AutomationEdge to trigger workflows automatically after calls or policy updates.
On the client side, you’ll find CRMs tailored for insurance that boost quote automation by managing leads and customer data. Popular options include Salesforce, Zoho CRM, and AgencyBloc.
They help agents maintain contacts, track interactions, and coordinate follow-ups, closing the loop between quotes and sales.
Here’s why integration matters: without it, your quoting process can become fragmented. Linking your quoting engine, AMS, and CRM means data flows seamlessly between underwriting, policy issuance, and customer management. This alignment cuts errors, saves time, and improves customer experience.
Look for specific features that support smooth insurance quote automation, such as:
Document generation → automatically create quote summaries, proposals, and policy documents based on client info.
eSignatures → let clients sign contracts quickly online without delays.
Collaborative workflows → enable teams to review, edit, and approve quotes in real-time, keeping everyone in sync.
One platform that’s making big strides with integration is Strada.
Strada offers seamless native connections with AMS, CRM, and policy systems. What sets it apart? Strada Workflows can sync call data automatically and trigger follow-up actions like certificate issuance or task assignments, all without coding.
This frees your team to focus on sales and service, not manual tasks.
For example, imagine a customer calls for a certificate of insurance. Strada catches the call data, updates the AMS, generates the certificate, and emails it, all automatically. Meanwhile, a task pops up in the CRM reminding the agent to follow up a week later. That’s insurance quote automation working smart, not hard.
And, just in case, here’s a quick feature matrix to help you compare these leading tools and platforms:
Tool | Primary focus | Best for | Key features | Ideal users |
Strada AI Phone Agents | Conversational AI | Automating inbound/outbound insurance calls | AI-trained voice agents handle quote intake, renewals, claims FNOL, and service calls 24/7; integrate with AMS/CRM | Carriers, MGAs, brokers seeking voice automation |
Strada Workflows | Post-call automation | Turning call outcomes into instant business actions | Auto-triggers CRM/AMS updates, sends SMS/email, assigns follow-ups, handles renewals, payments, claims, and COIs | Operations, sales, and service teams automating post-call work |
FlowForma Copilot | Workflow automation | Building no-code approval and document workflows | Drag-and-drop builder, no coding, automated routing and approvals | Operations teams, underwriters |
Feathery | Form automation | Streamlining quote intake forms | Customizable web forms, CRM/rater integrations (EZLynx, PL Rating), real-time data sync | Agents, customer onboarding teams |
AutomationEdge | Hyperautomation | Automating repetitive data-handling tasks | Combines RPA, AI, and OCR; automates document handling and data extraction | Enterprise insurers, back-office teams |
KMG | Portal automation | Streamlining rate, quote, and bind processes | Automated portals, quote-to-bind workflows, MGA-focused | MGAs and carrier distribution partners |
EZLynx, PL Rating) | Rate comparison | Delivering instant multi-carrier quotes | Integrates with AMS, pulls real-time carrier rates, improves accuracy and speed | Agencies quoting personal and commercial lines |
With these tools and platforms, you can build an insurance quote automation process that’s faster, smarter, and deeply connected. You’ll spend less time chasing paperwork and more time growing your business.
By choosing the right mix for your agency, you’re setting up a foundation for efficiency in 2025 and beyond.
Once you’ve seen what’s possible, it’s time to roll up your sleeves. Here’s how you can start automating your own quote process, one simple step at a time.
How to automate your insurance quote process [step-by-step]
Automating your quote process will definitely save time, reduce errors, and boost customer satisfaction.
To make it clear, here’s a simple roadmap that shows how to go from manual quoting to full automation.
Let’s break it down into clear, easy steps you can follow.
Step 1: Map your existing quoting workflow
Before diving into automation, you need a clear picture of your current process.
Use process mapping tools like Lucidchart or Microsoft Visio to visually outline every step, from initial customer inquiry to quote delivery. This helps you spot bottlenecks and error-prone stages that slow down your workflow or cause mistakes.
Here’s how to make process mapping practical:
Start with one workflow → choose a key process like quote generation, renewals, or claims intake.
List every step → from customer contact to final document delivery, including handoffs between teams.
Identify pain points → look for steps that cause delays, require duplicate data entry, or rely on manual follow-up.
Highlight automation opportunities→ mark tasks that could be handled by tools like Strada, FlowForma, or your AMS.
Validate with your team → walk through the map with agents, CSRs, and underwriters to ensure it reflects reality, not just the ideal process.
As a pro tip: Keep your first map simple and high-level. You can always add details later once you begin testing automation.
The goal is to make your workflow transparent and ready for improvement, not to create another complex document no one uses.
Step 2: Choose the right automation platform
Not every tool fits all businesses.
Consider your company size, product complexity, and what systems the quote process will need to integrate with, like CRM or payment platforms. This makes your choice easier:
No-code/low-code platforms like Strada, FlowForma Copilot, or Kissflow are great if you want to build quickly without heavy IT support.
Custom development tools suit organizations with unique requirements or complex products needing tailored solutions.
For example, Strada Workflows uses AI to automate insurance processes end-to-end.
Instead of manually building each workflow, you can let Strada capture outcomes directly from customer conversations and instantly trigger actions, like updating your CRM, sending follow-up emails, or generating certificates of insurance.
You don’t need to code or design complex logic. Strada’s AI understands what happened in the call (“customer wants a quote,” “policyholder requested cancellation”) and builds the automation chain for you, turning conversations into complete workflows in minutes.
Step 3: Define dynamic questions, rules, and automation
Once the platform is set, the next step is to structure the quiz and conditions inside the workflow. Define the questions the system will ask, tailored to different insurance products and customer profiles.
Add rules and conditions to guide customers through relevant paths based on their answers.
Also, don’t forget compliance. Incorporate regulatory checks by connecting tools like ComplyAdvantage or Riskified to flag risks or meet legal requirements automatically within the process. This ensures your quotes are not only fast but also accurate and compliant.
Step 4: Test and validate your automated process
Testing is crucial. Use sandbox environments to simulate real-world quoting scenarios and confirm pricing accuracy. Run end-to-end tests to uncover any glitches in the logic or user experience.
Keep testing simple and effective:
Start small → test one workflow or quote type at a time before scaling.
Use real data samples → import a few anonymized client records to mimic live conditions.
Check every connection → verify CRM, AMS, and rating tool integrations trigger correctly.
Test edge cases → include outlier scenarios like missing data, invalid inputs, or mid-term endorsements.
Review the user path → ensure agents and customers can complete each step smoothly without confusion or delays.
Document every test result, even small fixes. That record becomes your go-to checklist for future updates and new automations.
Plus, gather feedback from your team and actual users during a pilot phase. Frame this within Agile or Scrum sprints. It allows you to iterate quickly and fix issues before full rollout.
Speaking of learning, training your team to use the new system smoothly is equally important.
Step 5: Train your team and establish governance
Use Learning Management Systems (LMS) like Cornerstone OnDemand or Docebo to onboard your staff effectively. Create easy-to-follow training modules covering how to operate the automated insurance quoting system and handle exceptions.
Also, set up governance practices for compliance, documentation, and version control. This keeps your process transparent and easy to update as regulations or products evolve.
Step 6: Extend automation beyond quoting
Don’t stop at just automating quotes.
Tools like Strada Workflows let you transform call outcomes into real-time actions automatically, no coding needed. Imagine a completed quote triggering a CRM update, task creation, SMS follow-up, or certificate issuance instantly.
This extends automation downstream and keeps your sales and service teams in sync effortlessly.
By following these six practical steps, you’ll build a faster, smarter insurance quoting system. It’ll reduce errors, boost efficiency, and delight your customers, all while keeping your team confident and well-trained. And you’ll have an automated process that can evolve as your business grows.
When quoting runs smoothly, you’ll start spotting other time-wasting tasks. The good news? You can automate those too. Let’s explore what comes next.
What insurance workflows beyond quoting can you automate?
You’ve probably heard a lot about insurance quote automation, but the opportunities don’t stop there. Automating other insurance workflows can save you time, reduce errors, and improve customer satisfaction.
Let’s dive into the practical ways you can streamline your operations beyond just generating quotes.
Workflow area | Recommended tools | What it automates | Why it matters |
Policy issuance & renewals | Vertafore, Origami Risk | Policy creation, renewals, and automated client notifications | Keeps clients informed, reduces manual touchpoints, and prevents policy lapses |
Claims intake & management | Strada, Guidewire ClaimCenter, Duck Creek Claims | End-to-end claims handling, from first notice to settlement | Speeds up claim resolution and minimizes paperwork errors |
Client onboarding & verification | Jumio, Onfido | Digital form submission, ID verification, and data capture | Simplifies onboarding, reduces fraud, and accelerates quote preparation |
Agent & broker management | AMS (Applied Epic, HawkSoft, NowCerts), CRM systems | Role-based access, task assignments, and performance tracking | Ensures accountability, keeps workflows organized, and enhances team efficiency |
Group quote marketing & bulk generation | HubSpot, Marketo | Automated email campaigns and quote pushes to target groups | Expands marketing reach, saves time, and captures more leads automatically |
On top of these, solutions like Strada bring even more to the table. Strada automates FNOL calls around the clock via phone and SMS. It also supports payment recovery workflows, renewal risk management, and post-call business process orchestration.
These features sync seamlessly with your existing systems, keeping everything connected and running smoothly.
If you want to get into the nitty-gritty of automating insurance workflows, exploring platforms linked to these capabilities can really open up new efficiencies for your business. You’ll find these tools help you do more in less time, while enhancing the customer experience.
With so many automation options, choosing the right software matters. Let’s walk through what to look for so you pick the perfect fit for your agency.
How to select the right insurance automation software
Choosing the right insurance quotation software can feel overwhelming, but it doesn’t have to be. You’ll want to focus on a few key areas to make sure the tool fits your specific needs and helps your team work smarter, not harder.
Customization → pick software that adapts to your products and workflows. Look for flexible templates and scripting tools so you can match how your agency actually operates.
Integration → ensure it connects seamlessly with comparative raters (EZLynx, PL Rating), your AMS (Applied Epic, HawkSoft), CRM (Salesforce, AgencyBloc), and e-sign tools (DocuSign, Adobe Sign).
Security → prioritize SOC 2, ISO 27001, and GDPR compliance. Strada, for example, provides SOC 2 Type 2 certification, strict data isolation, and regular penetration testing.
Ease of use → request demos or trial periods to confirm it’s intuitive for agents and clients.
Scalability & support → look for strong SLAs, transparent pricing, and flexible deployment.
Even the best tools can fail if you skip a few key steps. Before you dive in, here are common mistakes to watch for and how to sidestep them.
Common pitfalls in insurance quote automation and how to avoid them
When working with insurance quoting tools for agents, you’ll want to skip the usual traps that slow down your processes or cause errors.
One major pitfall is relying on rigid, rule-based systems. These can’t keep up when you launch new product lines or face regulatory changes. Instead, choose platforms with configurable logic and AI adaptability.
These adjust quickly, keeping your quoting smooth and accurate.
Another key area to focus on is data integrity. Always ensure data validation and input sanitization are in place. Combine this with up-to-date compliance checks using RegTech tools like Ascent or ComplyAdvantage to stay within the latest regulatory framework.
Here’s how to keep your data clean and compliant:
Validate at entry → use field rules to catch typos, incomplete forms, or invalid policy numbers before submission.
Standardize formats → apply consistent naming for clients, policy types, and carriers to avoid mismatches.
Automate compliance checks → run RegTech tools weekly or monthly to flag outdated or non-compliant data.
Audit regularly → schedule internal reviews to verify data accuracy and completeness.
Secure data handling → encrypt sensitive files and limit access based on roles.
Testing your automated calculations often is crucial. Use regression test suites and pricing accuracy checks to catch issues before they reach your customers.
You can also leverage Strada’s AI evaluation tools and testing & evaluation frameworks, which help reduce errors and lower E&O risks in quotes and customer interactions.
Don’t forget about people. Invest in change management methods like ADKAR or Kotter models along with ongoing staff training. This keeps your team confident and ready as your tools evolve.
Finally, monitor key performance indicators like quote turnaround time, error rates, hit/miss ratios, and customer satisfaction (NPS). Dashboards from PowerBI or Tableau make tracking easy and help you spot areas to improve.
Once your automation is live, it’s time to see if it’s really paying off. Let’s break down how to track results and measure success.
How to measure ROI and success of insurance quote automation
Once your insurance quote automation is live, use analytics tools (either built into the platform or through external BI software) to monitor improvements. Focus on how much faster quotes are generated, increased conversion rates, and higher quote volumes.
You’ll also see a drop in operational costs as automation reduces manual tasks.
Here’s a simple way to break it down into practical steps:
1. Set your baseline
Record your current averages for quote time, conversion rate, quote volume, and operational costs (labor, error fixes, paperwork). This gives you a clear “before” snapshot.
Here are the metrics you need to pay attention to in more detail:
Metric | What to measure | How to track it | Why it matters |
Average quote time | Time from quote request to delivery | Use timestamps in your CRM or AMS | Shows efficiency gains after automation |
Quote conversion rate | % of quotes that become policies | Compare quotes vs. bound policies | Reveals impact on sales effectiveness |
Quote volume | Number of quotes generated per week/month | Pull from quoting platform reports | Tracks capacity growth and workload scalability |
Operational cost per quote | Total labor + error correction + paper handling costs | Use accounting or time-tracking data | Quantifies cost savings from automation |
Error rate | Number of quote reworks or corrections | Monitor QA or audit logs | Indicates data accuracy and workflow reliability |
2. Turn on analytics
Use built-in reporting or connect a BI tool like Power BI or Tableau. Automate dashboards to show live metrics and trends.
3. Compare results
Measure how much faster quotes are generated and how conversion rates improve. Track labor hours saved and cost reductions from fewer manual steps.
4. Spot new opportunities
Identify which workflows still cause delays (renewals, claims, or follow-ups) and automate those next. Here’s how to pinpoint what to automate next:
Review time logs → identify repetitive tasks taking the most hours each week.
Check error reports → look for processes that generate frequent rework or customer complaints.
Ask your team → gather input from agents and CSRs about what slows them down most.
Prioritize by impact → start with automations that save the most time or reduce compliance risk.
Test and repeat → once improved, move on to the next bottleneck until all core workflows are streamlined.
5. Review regularly
Check metrics monthly, share wins with your team, and adjust rules or workflows for even better results.
Don’t forget about intangible benefits like improved customer experience, broker satisfaction, and faster sales cycles. These don’t show up directly on balance sheets but make a huge difference long term.
Strada’s real-time call analytics and call insights are a smart way to measure the immediate effects of your automation.
They help you track connection rates, task completions, and customer satisfaction right after deployment, letting you adjust quickly and keep improving.
By following these practical steps, you can confidently measure the ROI and success of your insurance quote software, proving its value both in numbers and customer happiness.
As automation speeds things up, you’ll also need to keep data secure and compliant. Here’s how to protect both your customers and your business.
How to ensure compliance and data security in automated insurance quoting
You want your insurance quoting tools for agents to be not just efficient, but also secure and compliant. With sensitive customer info involved, it's crucial to take strong steps to protect data and meet legal requirements.
Here’s how you can do it right.
Start by implementing role-based access control (RBAC) and multi-factor authentication (MFA). RBAC ensures only authorized users access the quoting platform based on their role.
MFA adds an extra layer of security by requiring multiple proofs of identity before access is granted. Together, they prevent unauthorized access and keep your system safer.
Next, encrypt sensitive data both when it’s stored (at rest) and when it’s moving across networks (in transit). Use trusted standards like TLS 1.2 or 1.3 for data in transit, and AES-256 for data at rest.
This way, even if data is intercepted or stolen, it remains unreadable.
To stay on top of compliance and quickly spot any issues, maintain thorough audit trails and logs. Security Information and Event Management (SIEM) systems like Splunk or IBM QRadar are great for monitoring quote activity.
They help you track who did what, when, and where – essential for both compliance audits and troubleshooting.
Here’s how to make audit monitoring practical:
Enable detailed logging → capture every system change, quote edit, and approval action.
Set real-time alerts → flag unusual patterns such as repeated quote revisions or after-hours access.
Centralize your logs → use one SIEM dashboard to combine AMS, CRM, and quoting data.
Schedule regular reviews → audit logs monthly to confirm data integrity and detect anomalies early.
Retain logs securely → store records for required compliance periods with proper encryption.
Compliance is a moving target.
That’s why you need to update your software regularly to align with the latest regulations, like state insurance laws, GDPR, or HIPAA depending on your region. Using compliance management frameworks can simplify this process and keep you ahead of changes.
Don’t forget your team – they’re your first line of defense. Train staff on data privacy best practices and breach response procedures so everyone knows what to do if something goes wrong. A well-prepared team reduces risks significantly.
Strada stands out by strictly isolating data and not using customer info for training its AI models. Plus, they back their platform with solid, documented security certifications. This shows a true commitment to protecting your data and meeting compliance standards.
By combining these practical steps, you ensure your automated insurance quoting stays secure, compliant, and trust-worthy for agents and clients alike.
Not all lines of business are the same and your automation shouldn’t be either. Let’s look at how to customize it for personal, commercial, and specialty insurance.
How to tailor insurance quote automation for different lines of business
You’ll find that automating insurance quotes isn’t one-size-fits-all.
Different lines of business have unique needs, so tailoring your approach is key to creating smooth, effective experiences.
For personal lines, simplicity rules. Focus on mobile-optimized quoting since most customers use their phones. Integrate telematics data and link with customer portals to personalize offers and make updates easy. This keeps the process fast and user-friendly.
Commercial lines are a bit more complex. Your insurance quotation software should handle multiple risk factors and support multi-factor underwriting. Custom coverage options are essential here, so use configurable workflows that agents and clients can adjust quickly.
Specialty lines require flexible rating engines. They help manage niche risks, endorsements, and unique coverage situations. The key is to keep this flexibility while maintaining accuracy.
To make quoting even easier, adopt role-specific interfaces. Agents, brokers, underwriters, and clients each need a tailored experience that highlights what matters most to their job.
Plus, using industry-specific form libraries and compliance checklists makes sure you don’t miss vital details.
One tool that stands out is Strada, known for its flexibility. It lets you build custom conversational AI flows and post-call automations that fit every line of business perfectly.
Here’s how teams use Strada in practice:
Personal lines → automate quote intake calls and send instant follow-ups to warm leads.
Commercial lines → capture detailed risk data, prefill underwriting forms, and trigger AMS updates.
Renewals → detect churn intent during calls and launch retention workflows automatically.
Claims → record FNOL details and push them directly to your claims system without manual entry.
Certificates → generate and send COIs instantly while syncing with CRM and AMS records.
Start with one workflow, validate results, then expand Strada automation across departments for full operational impact.
All this means whether you’re handling simple personal policies or complex specialty risks, your insurance quotation software adjusts seamlessly to get the job done right.
You’ve now got the tools, the steps, and the know-how. Let’s wrap up with what it all means for the future of insurance quoting and how you can lead the change.
What’s your next step toward smarter quoting?
Insurance quote automation speeds up quoting, reduces errors, and makes the customer experience smoother. This means you get more quotes out faster, save on operational costs, and see better conversion rates.
These are real competitive advantages that help your business stand out. To get started, keep it simple:
Document your current quoting process
Set clear metrics to track improvements
Gradually introduce automation step-by-step
As you grow, intelligent workflows and AI-driven tools will unlock even bigger gains, streamlining your entire operation from quoting to renewals.
If you’re curious to see what this looks like in action, Strada makes it easy to experiment. Its AI phone agents and automated workflows turn everyday calls into instant business actions, no complex setup required. You can explore a quick demo to see how it fits your workflow and sparks ideas for your own automation journey.
By starting small and testing tools like Strada, you’ll see how effortless smarter quoting can be, and how quickly it pays off.
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AI Insurance Quotes: Faster, Smarter, 2025 Edition
Amir Prodensky
CEO
Nov 5, 2025
13 min read
Simple automations that speed up every quote
A few years ago, I watched an insurance team lose a client simply because a quote took too long to arrive. The agent had gathered all the right details, but between spreadsheets, emails, and manual data entry, it took three days to send the quote.
By then, the customer had already moved on.
That’s when I realized what insurance quote automation really means. It’s not just about technology. It’s about meeting modern customer expectations. Today (and, obviously, tomorrow), no one wants to wait days for an answer. With AI-powered automation, quotes can be generated in minutes instead of days.
Why does it matter? Because it brings:
Faster quotes that win business before competitors do
Higher accuracy with fewer manual errors
Lower costs by automating repetitive work
No matter if you’re a broker, agent, or insurer, automation tools like Strada help you streamline quote generation and handle post-call workflows automatically, keeping your customers happy and your operations running smoothly.
But before you can fix quoting delays, it helps to see what’s really slowing things down in the first place. The truth is, manual quoting comes with its own set of challenges, ones that technology is finally solving.
What challenges does manual insurance quoting have?
Manual insurance quoting comes with plenty of headaches.
You’re often stuck juggling manual data entry, spreadsheets, and multiple systems, which slows down the whole process.
Entering info by hand doesn’t just eat up time, it also opens the door to human errors and outdated data. These mistakes lead to slow response times that frustrate customers and cost you valuable leads.
Yet, before diving into automation, it helps to see where manual quoting slows things down.
Here are some common inefficiencies you’ll recognize right away:
Manual data entry across various platforms
Using spreadsheets to track quotes and policies
Switching between disconnected systems to compile information
Subsequently, these tasks create risks like:
Inaccurate policy details due to typos or missed info
Slow quote turnaround that leaves customers waiting
Difficulty comparing policies quickly and clearly
All these factors hit your customers hard. Imagine a potential client hanging up the phone because the quoting process takes too long or the info they get isn't up to date.
That’s lost business and a tarnished brand reputation. Plus, the operational costs pile up from all the time your team spends on administrative work instead of helping customers.
Traditional phone interactions often add to the delays and errors since agents have to manually capture info during calls. That’s where Strada’s AI phone agents shine – they automate conversations and data capture, speeding up quoting and reducing mistakes.
If you want to explore how insurance quotation software can solve these challenges, check out our detailed insights on the top tools for 2025.
If manual quoting slows everything down, automation flips the script. Let’s see how smart tools take those old headaches and turn them into fast, accurate workflows.
How does automation improve insurance quoting?
Traditionally, insurance quoting meant lots of manual work: collecting customer info, filling forms, running calculations, and double-checking for errors. This often caused delays and frustrated both agents and customers.
Automation changes all that by shifting from manual to data-driven workflows. Technologies like robotic process automation (RPA) and optical character recognition (OCR) work together to handle repetitive tasks.
RPA bots mimic human actions (clicking, copying, and entering data)
OCR reads scanned documents and extracts text effortlessly.
Together, they eliminate hours of manual data entry and speed up quote generation. In practice, this means:
No more copy-pasting from PDFs into spreadsheets.
Customer details flow automatically into CRM systems.
Quote documents are generated and verified in minutes.
Staff spend time reviewing insights, not typing data.
Machine learning (ML) and intelligent document processing (IDP) add even more power. ML models analyze patterns in customer data to make better predictions and decisions. IDP combines OCR and ML to understand and process complex documents automatically.
Plus, generative AI tools help create personalized responses, improving the quote experience.
Chatbots play a huge role here. For example, AI-powered WhatsApp bots and email bots speed data intake by chatting with customers in real time. They ask simple questions, gather details instantly, and feed the info directly into quoting systems. This removes friction and gets accurate data faster.
So, here’s what insurance quote automation does for you:
Automates data collection with chatbots and email bots, saving time
Uses RPA and OCR to quickly extract and enter data without errors
Applies ML and IDP to validate info and handle complex documents smoothly
Performs automatic calculations for quotes, reducing errors and speeding decisions
Enables real-time data validation so quotes are accurate right away
All this means customers get instant, reliable quotes and a seamless digital experience. And agents? They spend less time on paperwork and more on selling.
Take Strada’s conversational AI phone agents, for example. They capture quote intake data instantly during live calls.
This lets insurance producers focus on closing deals instead of typing up info. The result? Quote times drop dramatically, and customer satisfaction soars.
In short, automation in insurance quoting isn’t just about speed. It’s about making the whole process smarter, simpler, and more customer-friendly. You’ll see faster quotes, fewer mistakes, and happier clients. Now, who wouldn’t want that?
Now that you know how automation changes the game, the next question is: which tools actually deliver those results? Let’s look at the platforms making insurance quoting faster and smarter in 2025.
Which tools and platforms lead in insurance quote automation?
If you’re looking to speed up insurance quote automation, you’ll want tools that not only generate quotes but also connect smoothly with your existing systems. The right platform helps you deliver quotes faster, reduce errors, and keep clients happy.
Let’s dive into some of the top players making this happen in 2025.
Strada Workflows
Strada goes beyond traditional automation by transforming every insurance call into instant business action. Powered by AI, it listens to what customers say (no matter if it’s a quote request, a cancellation, or a payment promise) and automatically triggers the right workflows across your CRM, AMS, and communication systems.
It automates high-value post-call processes such as:
Abandoned quote recovery → automatically schedules follow-ups for incomplete applications.
Payment recovery automation → monitors promised payments and triggers reminders if unpaid.
Renewal risk management → flags at-risk renewals the moment churn intent is detected.
Claims intake → creates claim files, assigns adjusters, and updates systems instantly.
Certificate issuance → generates and delivers COIs automatically.
Strada effectively bridges conversational AI and operational automation, ensuring no follow-up or opportunity falls through the cracks. And here’s how to get started with Strada (in 5 simple steps)
Step #1. Start with one workflow
Pick one clear, high-impact use case, like abandoned quote recovery or renewal follow-ups. Focus on automating one task that currently eats up manual time.
Step #2. Define your trigger and outcome
Decide what should kick things off (for example: a customer says “I’ll pay Friday”) and what you want to happen next (create CRM task, send SMS reminder, update billing status).
Step #3. Connect your systems.
Link Strada to your CRM, AMS, and messaging tools. The platform offers ready-made integrations, with no heavy engineering work needed.
Step #4. Build and test your workflow
Use Strada’s no-code builder to add triggers, rules, and actions.
Then run a few test calls to make sure data syncs, tasks generate correctly, and follow-ups fire on time.
Step #5. Go live and optimize
Launch the workflow with one team or line of business. Track outcomes like follow-up rate or time saved, then adjust triggers or add new automations as you scale.
And here are some more automation tools worth considering:
FlowForma Copilot
This is an AI-powered no-code workflow automation tool. It lets you create custom quote workflows without coding, so you can automate complex tasks like quote approvals and document routing.
FlowForma Copilot is perfect if you want to build smart, adaptable quoting processes fast.
Feathery
Feathery shines when you need customizable forms that integrate with comparative raters like EZLynx. You can automate data collection, help clients fill in forms easily, and instantly generate quotes by tapping directly into rating engines.
Its flexibility means less manual work and smoother user experiences.
AutomationEdge
Known for hyperautomation, AutomationEdge combines RPAAI, and OCR. It’s a powerhouse for automating repetitive quoting tasks that involve document handling and data extraction.
This tool cuts down your manual data entry drastically.
KMG
KMG is tailored for MGAs and specializes in automated portals for rate, quote, and bind. It streamlines the entire sales process so MGAs can offer instant quotes and binding online, speeding up service delivery.
EZLynx
This is a frontline tool in insurance quote automation for delivering instant, accurate quotes by pulling data from multiple carriers. Integrating EZLynx comparative raters into your workflow means you get faster responses and better options for clients.
Now, these tools don’t operate in silos. They often integrate with broader systems to manage policies and customer relationships efficiently.
Agency Management Systems (AMS) like Applied Epic, HawkSoft, and NowCerts are staples for policy management and workflow integration.
These platforms keep all your policies and client records in one place and support connecting quoting to underwriting and claims. They help automate task assignments and track policy lifecycles smoothly.
In practice, AMS platforms help you:
Centralize client data → store all policies, quotes, renewals, and claims in a single, searchable system.
Automate task routing → assign activities automatically based on policy type, renewal dates, or team role.
Sync with quoting tools → push quote data directly to underwriting or carrier systems to speed up approvals.
Track the full policy lifecycle → from initial quote to renewal, ensuring nothing gets lost between departments.
Integrate with automation platforms → connect with tools like Strada, FlowForma, or AutomationEdge to trigger workflows automatically after calls or policy updates.
On the client side, you’ll find CRMs tailored for insurance that boost quote automation by managing leads and customer data. Popular options include Salesforce, Zoho CRM, and AgencyBloc.
They help agents maintain contacts, track interactions, and coordinate follow-ups, closing the loop between quotes and sales.
Here’s why integration matters: without it, your quoting process can become fragmented. Linking your quoting engine, AMS, and CRM means data flows seamlessly between underwriting, policy issuance, and customer management. This alignment cuts errors, saves time, and improves customer experience.
Look for specific features that support smooth insurance quote automation, such as:
Document generation → automatically create quote summaries, proposals, and policy documents based on client info.
eSignatures → let clients sign contracts quickly online without delays.
Collaborative workflows → enable teams to review, edit, and approve quotes in real-time, keeping everyone in sync.
One platform that’s making big strides with integration is Strada.
Strada offers seamless native connections with AMS, CRM, and policy systems. What sets it apart? Strada Workflows can sync call data automatically and trigger follow-up actions like certificate issuance or task assignments, all without coding.
This frees your team to focus on sales and service, not manual tasks.
For example, imagine a customer calls for a certificate of insurance. Strada catches the call data, updates the AMS, generates the certificate, and emails it, all automatically. Meanwhile, a task pops up in the CRM reminding the agent to follow up a week later. That’s insurance quote automation working smart, not hard.
And, just in case, here’s a quick feature matrix to help you compare these leading tools and platforms:
Tool | Primary focus | Best for | Key features | Ideal users |
Strada AI Phone Agents | Conversational AI | Automating inbound/outbound insurance calls | AI-trained voice agents handle quote intake, renewals, claims FNOL, and service calls 24/7; integrate with AMS/CRM | Carriers, MGAs, brokers seeking voice automation |
Strada Workflows | Post-call automation | Turning call outcomes into instant business actions | Auto-triggers CRM/AMS updates, sends SMS/email, assigns follow-ups, handles renewals, payments, claims, and COIs | Operations, sales, and service teams automating post-call work |
FlowForma Copilot | Workflow automation | Building no-code approval and document workflows | Drag-and-drop builder, no coding, automated routing and approvals | Operations teams, underwriters |
Feathery | Form automation | Streamlining quote intake forms | Customizable web forms, CRM/rater integrations (EZLynx, PL Rating), real-time data sync | Agents, customer onboarding teams |
AutomationEdge | Hyperautomation | Automating repetitive data-handling tasks | Combines RPA, AI, and OCR; automates document handling and data extraction | Enterprise insurers, back-office teams |
KMG | Portal automation | Streamlining rate, quote, and bind processes | Automated portals, quote-to-bind workflows, MGA-focused | MGAs and carrier distribution partners |
EZLynx, PL Rating) | Rate comparison | Delivering instant multi-carrier quotes | Integrates with AMS, pulls real-time carrier rates, improves accuracy and speed | Agencies quoting personal and commercial lines |
With these tools and platforms, you can build an insurance quote automation process that’s faster, smarter, and deeply connected. You’ll spend less time chasing paperwork and more time growing your business.
By choosing the right mix for your agency, you’re setting up a foundation for efficiency in 2025 and beyond.
Once you’ve seen what’s possible, it’s time to roll up your sleeves. Here’s how you can start automating your own quote process, one simple step at a time.
How to automate your insurance quote process [step-by-step]
Automating your quote process will definitely save time, reduce errors, and boost customer satisfaction.
To make it clear, here’s a simple roadmap that shows how to go from manual quoting to full automation.
Let’s break it down into clear, easy steps you can follow.
Step 1: Map your existing quoting workflow
Before diving into automation, you need a clear picture of your current process.
Use process mapping tools like Lucidchart or Microsoft Visio to visually outline every step, from initial customer inquiry to quote delivery. This helps you spot bottlenecks and error-prone stages that slow down your workflow or cause mistakes.
Here’s how to make process mapping practical:
Start with one workflow → choose a key process like quote generation, renewals, or claims intake.
List every step → from customer contact to final document delivery, including handoffs between teams.
Identify pain points → look for steps that cause delays, require duplicate data entry, or rely on manual follow-up.
Highlight automation opportunities→ mark tasks that could be handled by tools like Strada, FlowForma, or your AMS.
Validate with your team → walk through the map with agents, CSRs, and underwriters to ensure it reflects reality, not just the ideal process.
As a pro tip: Keep your first map simple and high-level. You can always add details later once you begin testing automation.
The goal is to make your workflow transparent and ready for improvement, not to create another complex document no one uses.
Step 2: Choose the right automation platform
Not every tool fits all businesses.
Consider your company size, product complexity, and what systems the quote process will need to integrate with, like CRM or payment platforms. This makes your choice easier:
No-code/low-code platforms like Strada, FlowForma Copilot, or Kissflow are great if you want to build quickly without heavy IT support.
Custom development tools suit organizations with unique requirements or complex products needing tailored solutions.
For example, Strada Workflows uses AI to automate insurance processes end-to-end.
Instead of manually building each workflow, you can let Strada capture outcomes directly from customer conversations and instantly trigger actions, like updating your CRM, sending follow-up emails, or generating certificates of insurance.
You don’t need to code or design complex logic. Strada’s AI understands what happened in the call (“customer wants a quote,” “policyholder requested cancellation”) and builds the automation chain for you, turning conversations into complete workflows in minutes.
Step 3: Define dynamic questions, rules, and automation
Once the platform is set, the next step is to structure the quiz and conditions inside the workflow. Define the questions the system will ask, tailored to different insurance products and customer profiles.
Add rules and conditions to guide customers through relevant paths based on their answers.
Also, don’t forget compliance. Incorporate regulatory checks by connecting tools like ComplyAdvantage or Riskified to flag risks or meet legal requirements automatically within the process. This ensures your quotes are not only fast but also accurate and compliant.
Step 4: Test and validate your automated process
Testing is crucial. Use sandbox environments to simulate real-world quoting scenarios and confirm pricing accuracy. Run end-to-end tests to uncover any glitches in the logic or user experience.
Keep testing simple and effective:
Start small → test one workflow or quote type at a time before scaling.
Use real data samples → import a few anonymized client records to mimic live conditions.
Check every connection → verify CRM, AMS, and rating tool integrations trigger correctly.
Test edge cases → include outlier scenarios like missing data, invalid inputs, or mid-term endorsements.
Review the user path → ensure agents and customers can complete each step smoothly without confusion or delays.
Document every test result, even small fixes. That record becomes your go-to checklist for future updates and new automations.
Plus, gather feedback from your team and actual users during a pilot phase. Frame this within Agile or Scrum sprints. It allows you to iterate quickly and fix issues before full rollout.
Speaking of learning, training your team to use the new system smoothly is equally important.
Step 5: Train your team and establish governance
Use Learning Management Systems (LMS) like Cornerstone OnDemand or Docebo to onboard your staff effectively. Create easy-to-follow training modules covering how to operate the automated insurance quoting system and handle exceptions.
Also, set up governance practices for compliance, documentation, and version control. This keeps your process transparent and easy to update as regulations or products evolve.
Step 6: Extend automation beyond quoting
Don’t stop at just automating quotes.
Tools like Strada Workflows let you transform call outcomes into real-time actions automatically, no coding needed. Imagine a completed quote triggering a CRM update, task creation, SMS follow-up, or certificate issuance instantly.
This extends automation downstream and keeps your sales and service teams in sync effortlessly.
By following these six practical steps, you’ll build a faster, smarter insurance quoting system. It’ll reduce errors, boost efficiency, and delight your customers, all while keeping your team confident and well-trained. And you’ll have an automated process that can evolve as your business grows.
When quoting runs smoothly, you’ll start spotting other time-wasting tasks. The good news? You can automate those too. Let’s explore what comes next.
What insurance workflows beyond quoting can you automate?
You’ve probably heard a lot about insurance quote automation, but the opportunities don’t stop there. Automating other insurance workflows can save you time, reduce errors, and improve customer satisfaction.
Let’s dive into the practical ways you can streamline your operations beyond just generating quotes.
Workflow area | Recommended tools | What it automates | Why it matters |
Policy issuance & renewals | Vertafore, Origami Risk | Policy creation, renewals, and automated client notifications | Keeps clients informed, reduces manual touchpoints, and prevents policy lapses |
Claims intake & management | Strada, Guidewire ClaimCenter, Duck Creek Claims | End-to-end claims handling, from first notice to settlement | Speeds up claim resolution and minimizes paperwork errors |
Client onboarding & verification | Jumio, Onfido | Digital form submission, ID verification, and data capture | Simplifies onboarding, reduces fraud, and accelerates quote preparation |
Agent & broker management | AMS (Applied Epic, HawkSoft, NowCerts), CRM systems | Role-based access, task assignments, and performance tracking | Ensures accountability, keeps workflows organized, and enhances team efficiency |
Group quote marketing & bulk generation | HubSpot, Marketo | Automated email campaigns and quote pushes to target groups | Expands marketing reach, saves time, and captures more leads automatically |
On top of these, solutions like Strada bring even more to the table. Strada automates FNOL calls around the clock via phone and SMS. It also supports payment recovery workflows, renewal risk management, and post-call business process orchestration.
These features sync seamlessly with your existing systems, keeping everything connected and running smoothly.
If you want to get into the nitty-gritty of automating insurance workflows, exploring platforms linked to these capabilities can really open up new efficiencies for your business. You’ll find these tools help you do more in less time, while enhancing the customer experience.
With so many automation options, choosing the right software matters. Let’s walk through what to look for so you pick the perfect fit for your agency.
How to select the right insurance automation software
Choosing the right insurance quotation software can feel overwhelming, but it doesn’t have to be. You’ll want to focus on a few key areas to make sure the tool fits your specific needs and helps your team work smarter, not harder.
Customization → pick software that adapts to your products and workflows. Look for flexible templates and scripting tools so you can match how your agency actually operates.
Integration → ensure it connects seamlessly with comparative raters (EZLynx, PL Rating), your AMS (Applied Epic, HawkSoft), CRM (Salesforce, AgencyBloc), and e-sign tools (DocuSign, Adobe Sign).
Security → prioritize SOC 2, ISO 27001, and GDPR compliance. Strada, for example, provides SOC 2 Type 2 certification, strict data isolation, and regular penetration testing.
Ease of use → request demos or trial periods to confirm it’s intuitive for agents and clients.
Scalability & support → look for strong SLAs, transparent pricing, and flexible deployment.
Even the best tools can fail if you skip a few key steps. Before you dive in, here are common mistakes to watch for and how to sidestep them.
Common pitfalls in insurance quote automation and how to avoid them
When working with insurance quoting tools for agents, you’ll want to skip the usual traps that slow down your processes or cause errors.
One major pitfall is relying on rigid, rule-based systems. These can’t keep up when you launch new product lines or face regulatory changes. Instead, choose platforms with configurable logic and AI adaptability.
These adjust quickly, keeping your quoting smooth and accurate.
Another key area to focus on is data integrity. Always ensure data validation and input sanitization are in place. Combine this with up-to-date compliance checks using RegTech tools like Ascent or ComplyAdvantage to stay within the latest regulatory framework.
Here’s how to keep your data clean and compliant:
Validate at entry → use field rules to catch typos, incomplete forms, or invalid policy numbers before submission.
Standardize formats → apply consistent naming for clients, policy types, and carriers to avoid mismatches.
Automate compliance checks → run RegTech tools weekly or monthly to flag outdated or non-compliant data.
Audit regularly → schedule internal reviews to verify data accuracy and completeness.
Secure data handling → encrypt sensitive files and limit access based on roles.
Testing your automated calculations often is crucial. Use regression test suites and pricing accuracy checks to catch issues before they reach your customers.
You can also leverage Strada’s AI evaluation tools and testing & evaluation frameworks, which help reduce errors and lower E&O risks in quotes and customer interactions.
Don’t forget about people. Invest in change management methods like ADKAR or Kotter models along with ongoing staff training. This keeps your team confident and ready as your tools evolve.
Finally, monitor key performance indicators like quote turnaround time, error rates, hit/miss ratios, and customer satisfaction (NPS). Dashboards from PowerBI or Tableau make tracking easy and help you spot areas to improve.
Once your automation is live, it’s time to see if it’s really paying off. Let’s break down how to track results and measure success.
How to measure ROI and success of insurance quote automation
Once your insurance quote automation is live, use analytics tools (either built into the platform or through external BI software) to monitor improvements. Focus on how much faster quotes are generated, increased conversion rates, and higher quote volumes.
You’ll also see a drop in operational costs as automation reduces manual tasks.
Here’s a simple way to break it down into practical steps:
1. Set your baseline
Record your current averages for quote time, conversion rate, quote volume, and operational costs (labor, error fixes, paperwork). This gives you a clear “before” snapshot.
Here are the metrics you need to pay attention to in more detail:
Metric | What to measure | How to track it | Why it matters |
Average quote time | Time from quote request to delivery | Use timestamps in your CRM or AMS | Shows efficiency gains after automation |
Quote conversion rate | % of quotes that become policies | Compare quotes vs. bound policies | Reveals impact on sales effectiveness |
Quote volume | Number of quotes generated per week/month | Pull from quoting platform reports | Tracks capacity growth and workload scalability |
Operational cost per quote | Total labor + error correction + paper handling costs | Use accounting or time-tracking data | Quantifies cost savings from automation |
Error rate | Number of quote reworks or corrections | Monitor QA or audit logs | Indicates data accuracy and workflow reliability |
2. Turn on analytics
Use built-in reporting or connect a BI tool like Power BI or Tableau. Automate dashboards to show live metrics and trends.
3. Compare results
Measure how much faster quotes are generated and how conversion rates improve. Track labor hours saved and cost reductions from fewer manual steps.
4. Spot new opportunities
Identify which workflows still cause delays (renewals, claims, or follow-ups) and automate those next. Here’s how to pinpoint what to automate next:
Review time logs → identify repetitive tasks taking the most hours each week.
Check error reports → look for processes that generate frequent rework or customer complaints.
Ask your team → gather input from agents and CSRs about what slows them down most.
Prioritize by impact → start with automations that save the most time or reduce compliance risk.
Test and repeat → once improved, move on to the next bottleneck until all core workflows are streamlined.
5. Review regularly
Check metrics monthly, share wins with your team, and adjust rules or workflows for even better results.
Don’t forget about intangible benefits like improved customer experience, broker satisfaction, and faster sales cycles. These don’t show up directly on balance sheets but make a huge difference long term.
Strada’s real-time call analytics and call insights are a smart way to measure the immediate effects of your automation.
They help you track connection rates, task completions, and customer satisfaction right after deployment, letting you adjust quickly and keep improving.
By following these practical steps, you can confidently measure the ROI and success of your insurance quote software, proving its value both in numbers and customer happiness.
As automation speeds things up, you’ll also need to keep data secure and compliant. Here’s how to protect both your customers and your business.
How to ensure compliance and data security in automated insurance quoting
You want your insurance quoting tools for agents to be not just efficient, but also secure and compliant. With sensitive customer info involved, it's crucial to take strong steps to protect data and meet legal requirements.
Here’s how you can do it right.
Start by implementing role-based access control (RBAC) and multi-factor authentication (MFA). RBAC ensures only authorized users access the quoting platform based on their role.
MFA adds an extra layer of security by requiring multiple proofs of identity before access is granted. Together, they prevent unauthorized access and keep your system safer.
Next, encrypt sensitive data both when it’s stored (at rest) and when it’s moving across networks (in transit). Use trusted standards like TLS 1.2 or 1.3 for data in transit, and AES-256 for data at rest.
This way, even if data is intercepted or stolen, it remains unreadable.
To stay on top of compliance and quickly spot any issues, maintain thorough audit trails and logs. Security Information and Event Management (SIEM) systems like Splunk or IBM QRadar are great for monitoring quote activity.
They help you track who did what, when, and where – essential for both compliance audits and troubleshooting.
Here’s how to make audit monitoring practical:
Enable detailed logging → capture every system change, quote edit, and approval action.
Set real-time alerts → flag unusual patterns such as repeated quote revisions or after-hours access.
Centralize your logs → use one SIEM dashboard to combine AMS, CRM, and quoting data.
Schedule regular reviews → audit logs monthly to confirm data integrity and detect anomalies early.
Retain logs securely → store records for required compliance periods with proper encryption.
Compliance is a moving target.
That’s why you need to update your software regularly to align with the latest regulations, like state insurance laws, GDPR, or HIPAA depending on your region. Using compliance management frameworks can simplify this process and keep you ahead of changes.
Don’t forget your team – they’re your first line of defense. Train staff on data privacy best practices and breach response procedures so everyone knows what to do if something goes wrong. A well-prepared team reduces risks significantly.
Strada stands out by strictly isolating data and not using customer info for training its AI models. Plus, they back their platform with solid, documented security certifications. This shows a true commitment to protecting your data and meeting compliance standards.
By combining these practical steps, you ensure your automated insurance quoting stays secure, compliant, and trust-worthy for agents and clients alike.
Not all lines of business are the same and your automation shouldn’t be either. Let’s look at how to customize it for personal, commercial, and specialty insurance.
How to tailor insurance quote automation for different lines of business
You’ll find that automating insurance quotes isn’t one-size-fits-all.
Different lines of business have unique needs, so tailoring your approach is key to creating smooth, effective experiences.
For personal lines, simplicity rules. Focus on mobile-optimized quoting since most customers use their phones. Integrate telematics data and link with customer portals to personalize offers and make updates easy. This keeps the process fast and user-friendly.
Commercial lines are a bit more complex. Your insurance quotation software should handle multiple risk factors and support multi-factor underwriting. Custom coverage options are essential here, so use configurable workflows that agents and clients can adjust quickly.
Specialty lines require flexible rating engines. They help manage niche risks, endorsements, and unique coverage situations. The key is to keep this flexibility while maintaining accuracy.
To make quoting even easier, adopt role-specific interfaces. Agents, brokers, underwriters, and clients each need a tailored experience that highlights what matters most to their job.
Plus, using industry-specific form libraries and compliance checklists makes sure you don’t miss vital details.
One tool that stands out is Strada, known for its flexibility. It lets you build custom conversational AI flows and post-call automations that fit every line of business perfectly.
Here’s how teams use Strada in practice:
Personal lines → automate quote intake calls and send instant follow-ups to warm leads.
Commercial lines → capture detailed risk data, prefill underwriting forms, and trigger AMS updates.
Renewals → detect churn intent during calls and launch retention workflows automatically.
Claims → record FNOL details and push them directly to your claims system without manual entry.
Certificates → generate and send COIs instantly while syncing with CRM and AMS records.
Start with one workflow, validate results, then expand Strada automation across departments for full operational impact.
All this means whether you’re handling simple personal policies or complex specialty risks, your insurance quotation software adjusts seamlessly to get the job done right.
You’ve now got the tools, the steps, and the know-how. Let’s wrap up with what it all means for the future of insurance quoting and how you can lead the change.
What’s your next step toward smarter quoting?
Insurance quote automation speeds up quoting, reduces errors, and makes the customer experience smoother. This means you get more quotes out faster, save on operational costs, and see better conversion rates.
These are real competitive advantages that help your business stand out. To get started, keep it simple:
Document your current quoting process
Set clear metrics to track improvements
Gradually introduce automation step-by-step
As you grow, intelligent workflows and AI-driven tools will unlock even bigger gains, streamlining your entire operation from quoting to renewals.
If you’re curious to see what this looks like in action, Strada makes it easy to experiment. Its AI phone agents and automated workflows turn everyday calls into instant business actions, no complex setup required. You can explore a quick demo to see how it fits your workflow and sparks ideas for your own automation journey.
By starting small and testing tools like Strada, you’ll see how effortless smarter quoting can be, and how quickly it pays off.
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AI Insurance Quotes: Faster, Smarter, 2025 Edition
Amir Prodensky
CEO
Nov 5, 2025
13 min read
Simple automations that speed up every quote
A few years ago, I watched an insurance team lose a client simply because a quote took too long to arrive. The agent had gathered all the right details, but between spreadsheets, emails, and manual data entry, it took three days to send the quote.
By then, the customer had already moved on.
That’s when I realized what insurance quote automation really means. It’s not just about technology. It’s about meeting modern customer expectations. Today (and, obviously, tomorrow), no one wants to wait days for an answer. With AI-powered automation, quotes can be generated in minutes instead of days.
Why does it matter? Because it brings:
Faster quotes that win business before competitors do
Higher accuracy with fewer manual errors
Lower costs by automating repetitive work
No matter if you’re a broker, agent, or insurer, automation tools like Strada help you streamline quote generation and handle post-call workflows automatically, keeping your customers happy and your operations running smoothly.
But before you can fix quoting delays, it helps to see what’s really slowing things down in the first place. The truth is, manual quoting comes with its own set of challenges, ones that technology is finally solving.
What challenges does manual insurance quoting have?
Manual insurance quoting comes with plenty of headaches.
You’re often stuck juggling manual data entry, spreadsheets, and multiple systems, which slows down the whole process.
Entering info by hand doesn’t just eat up time, it also opens the door to human errors and outdated data. These mistakes lead to slow response times that frustrate customers and cost you valuable leads.
Yet, before diving into automation, it helps to see where manual quoting slows things down.
Here are some common inefficiencies you’ll recognize right away:
Manual data entry across various platforms
Using spreadsheets to track quotes and policies
Switching between disconnected systems to compile information
Subsequently, these tasks create risks like:
Inaccurate policy details due to typos or missed info
Slow quote turnaround that leaves customers waiting
Difficulty comparing policies quickly and clearly
All these factors hit your customers hard. Imagine a potential client hanging up the phone because the quoting process takes too long or the info they get isn't up to date.
That’s lost business and a tarnished brand reputation. Plus, the operational costs pile up from all the time your team spends on administrative work instead of helping customers.
Traditional phone interactions often add to the delays and errors since agents have to manually capture info during calls. That’s where Strada’s AI phone agents shine – they automate conversations and data capture, speeding up quoting and reducing mistakes.
If you want to explore how insurance quotation software can solve these challenges, check out our detailed insights on the top tools for 2025.
If manual quoting slows everything down, automation flips the script. Let’s see how smart tools take those old headaches and turn them into fast, accurate workflows.
How does automation improve insurance quoting?
Traditionally, insurance quoting meant lots of manual work: collecting customer info, filling forms, running calculations, and double-checking for errors. This often caused delays and frustrated both agents and customers.
Automation changes all that by shifting from manual to data-driven workflows. Technologies like robotic process automation (RPA) and optical character recognition (OCR) work together to handle repetitive tasks.
RPA bots mimic human actions (clicking, copying, and entering data)
OCR reads scanned documents and extracts text effortlessly.
Together, they eliminate hours of manual data entry and speed up quote generation. In practice, this means:
No more copy-pasting from PDFs into spreadsheets.
Customer details flow automatically into CRM systems.
Quote documents are generated and verified in minutes.
Staff spend time reviewing insights, not typing data.
Machine learning (ML) and intelligent document processing (IDP) add even more power. ML models analyze patterns in customer data to make better predictions and decisions. IDP combines OCR and ML to understand and process complex documents automatically.
Plus, generative AI tools help create personalized responses, improving the quote experience.
Chatbots play a huge role here. For example, AI-powered WhatsApp bots and email bots speed data intake by chatting with customers in real time. They ask simple questions, gather details instantly, and feed the info directly into quoting systems. This removes friction and gets accurate data faster.
So, here’s what insurance quote automation does for you:
Automates data collection with chatbots and email bots, saving time
Uses RPA and OCR to quickly extract and enter data without errors
Applies ML and IDP to validate info and handle complex documents smoothly
Performs automatic calculations for quotes, reducing errors and speeding decisions
Enables real-time data validation so quotes are accurate right away
All this means customers get instant, reliable quotes and a seamless digital experience. And agents? They spend less time on paperwork and more on selling.
Take Strada’s conversational AI phone agents, for example. They capture quote intake data instantly during live calls.
This lets insurance producers focus on closing deals instead of typing up info. The result? Quote times drop dramatically, and customer satisfaction soars.
In short, automation in insurance quoting isn’t just about speed. It’s about making the whole process smarter, simpler, and more customer-friendly. You’ll see faster quotes, fewer mistakes, and happier clients. Now, who wouldn’t want that?
Now that you know how automation changes the game, the next question is: which tools actually deliver those results? Let’s look at the platforms making insurance quoting faster and smarter in 2025.
Which tools and platforms lead in insurance quote automation?
If you’re looking to speed up insurance quote automation, you’ll want tools that not only generate quotes but also connect smoothly with your existing systems. The right platform helps you deliver quotes faster, reduce errors, and keep clients happy.
Let’s dive into some of the top players making this happen in 2025.
Strada Workflows
Strada goes beyond traditional automation by transforming every insurance call into instant business action. Powered by AI, it listens to what customers say (no matter if it’s a quote request, a cancellation, or a payment promise) and automatically triggers the right workflows across your CRM, AMS, and communication systems.
It automates high-value post-call processes such as:
Abandoned quote recovery → automatically schedules follow-ups for incomplete applications.
Payment recovery automation → monitors promised payments and triggers reminders if unpaid.
Renewal risk management → flags at-risk renewals the moment churn intent is detected.
Claims intake → creates claim files, assigns adjusters, and updates systems instantly.
Certificate issuance → generates and delivers COIs automatically.
Strada effectively bridges conversational AI and operational automation, ensuring no follow-up or opportunity falls through the cracks. And here’s how to get started with Strada (in 5 simple steps)
Step #1. Start with one workflow
Pick one clear, high-impact use case, like abandoned quote recovery or renewal follow-ups. Focus on automating one task that currently eats up manual time.
Step #2. Define your trigger and outcome
Decide what should kick things off (for example: a customer says “I’ll pay Friday”) and what you want to happen next (create CRM task, send SMS reminder, update billing status).
Step #3. Connect your systems.
Link Strada to your CRM, AMS, and messaging tools. The platform offers ready-made integrations, with no heavy engineering work needed.
Step #4. Build and test your workflow
Use Strada’s no-code builder to add triggers, rules, and actions.
Then run a few test calls to make sure data syncs, tasks generate correctly, and follow-ups fire on time.
Step #5. Go live and optimize
Launch the workflow with one team or line of business. Track outcomes like follow-up rate or time saved, then adjust triggers or add new automations as you scale.
And here are some more automation tools worth considering:
FlowForma Copilot
This is an AI-powered no-code workflow automation tool. It lets you create custom quote workflows without coding, so you can automate complex tasks like quote approvals and document routing.
FlowForma Copilot is perfect if you want to build smart, adaptable quoting processes fast.
Feathery
Feathery shines when you need customizable forms that integrate with comparative raters like EZLynx. You can automate data collection, help clients fill in forms easily, and instantly generate quotes by tapping directly into rating engines.
Its flexibility means less manual work and smoother user experiences.
AutomationEdge
Known for hyperautomation, AutomationEdge combines RPAAI, and OCR. It’s a powerhouse for automating repetitive quoting tasks that involve document handling and data extraction.
This tool cuts down your manual data entry drastically.
KMG
KMG is tailored for MGAs and specializes in automated portals for rate, quote, and bind. It streamlines the entire sales process so MGAs can offer instant quotes and binding online, speeding up service delivery.
EZLynx
This is a frontline tool in insurance quote automation for delivering instant, accurate quotes by pulling data from multiple carriers. Integrating EZLynx comparative raters into your workflow means you get faster responses and better options for clients.
Now, these tools don’t operate in silos. They often integrate with broader systems to manage policies and customer relationships efficiently.
Agency Management Systems (AMS) like Applied Epic, HawkSoft, and NowCerts are staples for policy management and workflow integration.
These platforms keep all your policies and client records in one place and support connecting quoting to underwriting and claims. They help automate task assignments and track policy lifecycles smoothly.
In practice, AMS platforms help you:
Centralize client data → store all policies, quotes, renewals, and claims in a single, searchable system.
Automate task routing → assign activities automatically based on policy type, renewal dates, or team role.
Sync with quoting tools → push quote data directly to underwriting or carrier systems to speed up approvals.
Track the full policy lifecycle → from initial quote to renewal, ensuring nothing gets lost between departments.
Integrate with automation platforms → connect with tools like Strada, FlowForma, or AutomationEdge to trigger workflows automatically after calls or policy updates.
On the client side, you’ll find CRMs tailored for insurance that boost quote automation by managing leads and customer data. Popular options include Salesforce, Zoho CRM, and AgencyBloc.
They help agents maintain contacts, track interactions, and coordinate follow-ups, closing the loop between quotes and sales.
Here’s why integration matters: without it, your quoting process can become fragmented. Linking your quoting engine, AMS, and CRM means data flows seamlessly between underwriting, policy issuance, and customer management. This alignment cuts errors, saves time, and improves customer experience.
Look for specific features that support smooth insurance quote automation, such as:
Document generation → automatically create quote summaries, proposals, and policy documents based on client info.
eSignatures → let clients sign contracts quickly online without delays.
Collaborative workflows → enable teams to review, edit, and approve quotes in real-time, keeping everyone in sync.
One platform that’s making big strides with integration is Strada.
Strada offers seamless native connections with AMS, CRM, and policy systems. What sets it apart? Strada Workflows can sync call data automatically and trigger follow-up actions like certificate issuance or task assignments, all without coding.
This frees your team to focus on sales and service, not manual tasks.
For example, imagine a customer calls for a certificate of insurance. Strada catches the call data, updates the AMS, generates the certificate, and emails it, all automatically. Meanwhile, a task pops up in the CRM reminding the agent to follow up a week later. That’s insurance quote automation working smart, not hard.
And, just in case, here’s a quick feature matrix to help you compare these leading tools and platforms:
Tool | Primary focus | Best for | Key features | Ideal users |
Strada AI Phone Agents | Conversational AI | Automating inbound/outbound insurance calls | AI-trained voice agents handle quote intake, renewals, claims FNOL, and service calls 24/7; integrate with AMS/CRM | Carriers, MGAs, brokers seeking voice automation |
Strada Workflows | Post-call automation | Turning call outcomes into instant business actions | Auto-triggers CRM/AMS updates, sends SMS/email, assigns follow-ups, handles renewals, payments, claims, and COIs | Operations, sales, and service teams automating post-call work |
FlowForma Copilot | Workflow automation | Building no-code approval and document workflows | Drag-and-drop builder, no coding, automated routing and approvals | Operations teams, underwriters |
Feathery | Form automation | Streamlining quote intake forms | Customizable web forms, CRM/rater integrations (EZLynx, PL Rating), real-time data sync | Agents, customer onboarding teams |
AutomationEdge | Hyperautomation | Automating repetitive data-handling tasks | Combines RPA, AI, and OCR; automates document handling and data extraction | Enterprise insurers, back-office teams |
KMG | Portal automation | Streamlining rate, quote, and bind processes | Automated portals, quote-to-bind workflows, MGA-focused | MGAs and carrier distribution partners |
EZLynx, PL Rating) | Rate comparison | Delivering instant multi-carrier quotes | Integrates with AMS, pulls real-time carrier rates, improves accuracy and speed | Agencies quoting personal and commercial lines |
With these tools and platforms, you can build an insurance quote automation process that’s faster, smarter, and deeply connected. You’ll spend less time chasing paperwork and more time growing your business.
By choosing the right mix for your agency, you’re setting up a foundation for efficiency in 2025 and beyond.
Once you’ve seen what’s possible, it’s time to roll up your sleeves. Here’s how you can start automating your own quote process, one simple step at a time.
How to automate your insurance quote process [step-by-step]
Automating your quote process will definitely save time, reduce errors, and boost customer satisfaction.
To make it clear, here’s a simple roadmap that shows how to go from manual quoting to full automation.
Let’s break it down into clear, easy steps you can follow.
Step 1: Map your existing quoting workflow
Before diving into automation, you need a clear picture of your current process.
Use process mapping tools like Lucidchart or Microsoft Visio to visually outline every step, from initial customer inquiry to quote delivery. This helps you spot bottlenecks and error-prone stages that slow down your workflow or cause mistakes.
Here’s how to make process mapping practical:
Start with one workflow → choose a key process like quote generation, renewals, or claims intake.
List every step → from customer contact to final document delivery, including handoffs between teams.
Identify pain points → look for steps that cause delays, require duplicate data entry, or rely on manual follow-up.
Highlight automation opportunities→ mark tasks that could be handled by tools like Strada, FlowForma, or your AMS.
Validate with your team → walk through the map with agents, CSRs, and underwriters to ensure it reflects reality, not just the ideal process.
As a pro tip: Keep your first map simple and high-level. You can always add details later once you begin testing automation.
The goal is to make your workflow transparent and ready for improvement, not to create another complex document no one uses.
Step 2: Choose the right automation platform
Not every tool fits all businesses.
Consider your company size, product complexity, and what systems the quote process will need to integrate with, like CRM or payment platforms. This makes your choice easier:
No-code/low-code platforms like Strada, FlowForma Copilot, or Kissflow are great if you want to build quickly without heavy IT support.
Custom development tools suit organizations with unique requirements or complex products needing tailored solutions.
For example, Strada Workflows uses AI to automate insurance processes end-to-end.
Instead of manually building each workflow, you can let Strada capture outcomes directly from customer conversations and instantly trigger actions, like updating your CRM, sending follow-up emails, or generating certificates of insurance.
You don’t need to code or design complex logic. Strada’s AI understands what happened in the call (“customer wants a quote,” “policyholder requested cancellation”) and builds the automation chain for you, turning conversations into complete workflows in minutes.
Step 3: Define dynamic questions, rules, and automation
Once the platform is set, the next step is to structure the quiz and conditions inside the workflow. Define the questions the system will ask, tailored to different insurance products and customer profiles.
Add rules and conditions to guide customers through relevant paths based on their answers.
Also, don’t forget compliance. Incorporate regulatory checks by connecting tools like ComplyAdvantage or Riskified to flag risks or meet legal requirements automatically within the process. This ensures your quotes are not only fast but also accurate and compliant.
Step 4: Test and validate your automated process
Testing is crucial. Use sandbox environments to simulate real-world quoting scenarios and confirm pricing accuracy. Run end-to-end tests to uncover any glitches in the logic or user experience.
Keep testing simple and effective:
Start small → test one workflow or quote type at a time before scaling.
Use real data samples → import a few anonymized client records to mimic live conditions.
Check every connection → verify CRM, AMS, and rating tool integrations trigger correctly.
Test edge cases → include outlier scenarios like missing data, invalid inputs, or mid-term endorsements.
Review the user path → ensure agents and customers can complete each step smoothly without confusion or delays.
Document every test result, even small fixes. That record becomes your go-to checklist for future updates and new automations.
Plus, gather feedback from your team and actual users during a pilot phase. Frame this within Agile or Scrum sprints. It allows you to iterate quickly and fix issues before full rollout.
Speaking of learning, training your team to use the new system smoothly is equally important.
Step 5: Train your team and establish governance
Use Learning Management Systems (LMS) like Cornerstone OnDemand or Docebo to onboard your staff effectively. Create easy-to-follow training modules covering how to operate the automated insurance quoting system and handle exceptions.
Also, set up governance practices for compliance, documentation, and version control. This keeps your process transparent and easy to update as regulations or products evolve.
Step 6: Extend automation beyond quoting
Don’t stop at just automating quotes.
Tools like Strada Workflows let you transform call outcomes into real-time actions automatically, no coding needed. Imagine a completed quote triggering a CRM update, task creation, SMS follow-up, or certificate issuance instantly.
This extends automation downstream and keeps your sales and service teams in sync effortlessly.
By following these six practical steps, you’ll build a faster, smarter insurance quoting system. It’ll reduce errors, boost efficiency, and delight your customers, all while keeping your team confident and well-trained. And you’ll have an automated process that can evolve as your business grows.
When quoting runs smoothly, you’ll start spotting other time-wasting tasks. The good news? You can automate those too. Let’s explore what comes next.
What insurance workflows beyond quoting can you automate?
You’ve probably heard a lot about insurance quote automation, but the opportunities don’t stop there. Automating other insurance workflows can save you time, reduce errors, and improve customer satisfaction.
Let’s dive into the practical ways you can streamline your operations beyond just generating quotes.
Workflow area | Recommended tools | What it automates | Why it matters |
Policy issuance & renewals | Vertafore, Origami Risk | Policy creation, renewals, and automated client notifications | Keeps clients informed, reduces manual touchpoints, and prevents policy lapses |
Claims intake & management | Strada, Guidewire ClaimCenter, Duck Creek Claims | End-to-end claims handling, from first notice to settlement | Speeds up claim resolution and minimizes paperwork errors |
Client onboarding & verification | Jumio, Onfido | Digital form submission, ID verification, and data capture | Simplifies onboarding, reduces fraud, and accelerates quote preparation |
Agent & broker management | AMS (Applied Epic, HawkSoft, NowCerts), CRM systems | Role-based access, task assignments, and performance tracking | Ensures accountability, keeps workflows organized, and enhances team efficiency |
Group quote marketing & bulk generation | HubSpot, Marketo | Automated email campaigns and quote pushes to target groups | Expands marketing reach, saves time, and captures more leads automatically |
On top of these, solutions like Strada bring even more to the table. Strada automates FNOL calls around the clock via phone and SMS. It also supports payment recovery workflows, renewal risk management, and post-call business process orchestration.
These features sync seamlessly with your existing systems, keeping everything connected and running smoothly.
If you want to get into the nitty-gritty of automating insurance workflows, exploring platforms linked to these capabilities can really open up new efficiencies for your business. You’ll find these tools help you do more in less time, while enhancing the customer experience.
With so many automation options, choosing the right software matters. Let’s walk through what to look for so you pick the perfect fit for your agency.
How to select the right insurance automation software
Choosing the right insurance quotation software can feel overwhelming, but it doesn’t have to be. You’ll want to focus on a few key areas to make sure the tool fits your specific needs and helps your team work smarter, not harder.
Customization → pick software that adapts to your products and workflows. Look for flexible templates and scripting tools so you can match how your agency actually operates.
Integration → ensure it connects seamlessly with comparative raters (EZLynx, PL Rating), your AMS (Applied Epic, HawkSoft), CRM (Salesforce, AgencyBloc), and e-sign tools (DocuSign, Adobe Sign).
Security → prioritize SOC 2, ISO 27001, and GDPR compliance. Strada, for example, provides SOC 2 Type 2 certification, strict data isolation, and regular penetration testing.
Ease of use → request demos or trial periods to confirm it’s intuitive for agents and clients.
Scalability & support → look for strong SLAs, transparent pricing, and flexible deployment.
Even the best tools can fail if you skip a few key steps. Before you dive in, here are common mistakes to watch for and how to sidestep them.
Common pitfalls in insurance quote automation and how to avoid them
When working with insurance quoting tools for agents, you’ll want to skip the usual traps that slow down your processes or cause errors.
One major pitfall is relying on rigid, rule-based systems. These can’t keep up when you launch new product lines or face regulatory changes. Instead, choose platforms with configurable logic and AI adaptability.
These adjust quickly, keeping your quoting smooth and accurate.
Another key area to focus on is data integrity. Always ensure data validation and input sanitization are in place. Combine this with up-to-date compliance checks using RegTech tools like Ascent or ComplyAdvantage to stay within the latest regulatory framework.
Here’s how to keep your data clean and compliant:
Validate at entry → use field rules to catch typos, incomplete forms, or invalid policy numbers before submission.
Standardize formats → apply consistent naming for clients, policy types, and carriers to avoid mismatches.
Automate compliance checks → run RegTech tools weekly or monthly to flag outdated or non-compliant data.
Audit regularly → schedule internal reviews to verify data accuracy and completeness.
Secure data handling → encrypt sensitive files and limit access based on roles.
Testing your automated calculations often is crucial. Use regression test suites and pricing accuracy checks to catch issues before they reach your customers.
You can also leverage Strada’s AI evaluation tools and testing & evaluation frameworks, which help reduce errors and lower E&O risks in quotes and customer interactions.
Don’t forget about people. Invest in change management methods like ADKAR or Kotter models along with ongoing staff training. This keeps your team confident and ready as your tools evolve.
Finally, monitor key performance indicators like quote turnaround time, error rates, hit/miss ratios, and customer satisfaction (NPS). Dashboards from PowerBI or Tableau make tracking easy and help you spot areas to improve.
Once your automation is live, it’s time to see if it’s really paying off. Let’s break down how to track results and measure success.
How to measure ROI and success of insurance quote automation
Once your insurance quote automation is live, use analytics tools (either built into the platform or through external BI software) to monitor improvements. Focus on how much faster quotes are generated, increased conversion rates, and higher quote volumes.
You’ll also see a drop in operational costs as automation reduces manual tasks.
Here’s a simple way to break it down into practical steps:
1. Set your baseline
Record your current averages for quote time, conversion rate, quote volume, and operational costs (labor, error fixes, paperwork). This gives you a clear “before” snapshot.
Here are the metrics you need to pay attention to in more detail:
Metric | What to measure | How to track it | Why it matters |
Average quote time | Time from quote request to delivery | Use timestamps in your CRM or AMS | Shows efficiency gains after automation |
Quote conversion rate | % of quotes that become policies | Compare quotes vs. bound policies | Reveals impact on sales effectiveness |
Quote volume | Number of quotes generated per week/month | Pull from quoting platform reports | Tracks capacity growth and workload scalability |
Operational cost per quote | Total labor + error correction + paper handling costs | Use accounting or time-tracking data | Quantifies cost savings from automation |
Error rate | Number of quote reworks or corrections | Monitor QA or audit logs | Indicates data accuracy and workflow reliability |
2. Turn on analytics
Use built-in reporting or connect a BI tool like Power BI or Tableau. Automate dashboards to show live metrics and trends.
3. Compare results
Measure how much faster quotes are generated and how conversion rates improve. Track labor hours saved and cost reductions from fewer manual steps.
4. Spot new opportunities
Identify which workflows still cause delays (renewals, claims, or follow-ups) and automate those next. Here’s how to pinpoint what to automate next:
Review time logs → identify repetitive tasks taking the most hours each week.
Check error reports → look for processes that generate frequent rework or customer complaints.
Ask your team → gather input from agents and CSRs about what slows them down most.
Prioritize by impact → start with automations that save the most time or reduce compliance risk.
Test and repeat → once improved, move on to the next bottleneck until all core workflows are streamlined.
5. Review regularly
Check metrics monthly, share wins with your team, and adjust rules or workflows for even better results.
Don’t forget about intangible benefits like improved customer experience, broker satisfaction, and faster sales cycles. These don’t show up directly on balance sheets but make a huge difference long term.
Strada’s real-time call analytics and call insights are a smart way to measure the immediate effects of your automation.
They help you track connection rates, task completions, and customer satisfaction right after deployment, letting you adjust quickly and keep improving.
By following these practical steps, you can confidently measure the ROI and success of your insurance quote software, proving its value both in numbers and customer happiness.
As automation speeds things up, you’ll also need to keep data secure and compliant. Here’s how to protect both your customers and your business.
How to ensure compliance and data security in automated insurance quoting
You want your insurance quoting tools for agents to be not just efficient, but also secure and compliant. With sensitive customer info involved, it's crucial to take strong steps to protect data and meet legal requirements.
Here’s how you can do it right.
Start by implementing role-based access control (RBAC) and multi-factor authentication (MFA). RBAC ensures only authorized users access the quoting platform based on their role.
MFA adds an extra layer of security by requiring multiple proofs of identity before access is granted. Together, they prevent unauthorized access and keep your system safer.
Next, encrypt sensitive data both when it’s stored (at rest) and when it’s moving across networks (in transit). Use trusted standards like TLS 1.2 or 1.3 for data in transit, and AES-256 for data at rest.
This way, even if data is intercepted or stolen, it remains unreadable.
To stay on top of compliance and quickly spot any issues, maintain thorough audit trails and logs. Security Information and Event Management (SIEM) systems like Splunk or IBM QRadar are great for monitoring quote activity.
They help you track who did what, when, and where – essential for both compliance audits and troubleshooting.
Here’s how to make audit monitoring practical:
Enable detailed logging → capture every system change, quote edit, and approval action.
Set real-time alerts → flag unusual patterns such as repeated quote revisions or after-hours access.
Centralize your logs → use one SIEM dashboard to combine AMS, CRM, and quoting data.
Schedule regular reviews → audit logs monthly to confirm data integrity and detect anomalies early.
Retain logs securely → store records for required compliance periods with proper encryption.
Compliance is a moving target.
That’s why you need to update your software regularly to align with the latest regulations, like state insurance laws, GDPR, or HIPAA depending on your region. Using compliance management frameworks can simplify this process and keep you ahead of changes.
Don’t forget your team – they’re your first line of defense. Train staff on data privacy best practices and breach response procedures so everyone knows what to do if something goes wrong. A well-prepared team reduces risks significantly.
Strada stands out by strictly isolating data and not using customer info for training its AI models. Plus, they back their platform with solid, documented security certifications. This shows a true commitment to protecting your data and meeting compliance standards.
By combining these practical steps, you ensure your automated insurance quoting stays secure, compliant, and trust-worthy for agents and clients alike.
Not all lines of business are the same and your automation shouldn’t be either. Let’s look at how to customize it for personal, commercial, and specialty insurance.
How to tailor insurance quote automation for different lines of business
You’ll find that automating insurance quotes isn’t one-size-fits-all.
Different lines of business have unique needs, so tailoring your approach is key to creating smooth, effective experiences.
For personal lines, simplicity rules. Focus on mobile-optimized quoting since most customers use their phones. Integrate telematics data and link with customer portals to personalize offers and make updates easy. This keeps the process fast and user-friendly.
Commercial lines are a bit more complex. Your insurance quotation software should handle multiple risk factors and support multi-factor underwriting. Custom coverage options are essential here, so use configurable workflows that agents and clients can adjust quickly.
Specialty lines require flexible rating engines. They help manage niche risks, endorsements, and unique coverage situations. The key is to keep this flexibility while maintaining accuracy.
To make quoting even easier, adopt role-specific interfaces. Agents, brokers, underwriters, and clients each need a tailored experience that highlights what matters most to their job.
Plus, using industry-specific form libraries and compliance checklists makes sure you don’t miss vital details.
One tool that stands out is Strada, known for its flexibility. It lets you build custom conversational AI flows and post-call automations that fit every line of business perfectly.
Here’s how teams use Strada in practice:
Personal lines → automate quote intake calls and send instant follow-ups to warm leads.
Commercial lines → capture detailed risk data, prefill underwriting forms, and trigger AMS updates.
Renewals → detect churn intent during calls and launch retention workflows automatically.
Claims → record FNOL details and push them directly to your claims system without manual entry.
Certificates → generate and send COIs instantly while syncing with CRM and AMS records.
Start with one workflow, validate results, then expand Strada automation across departments for full operational impact.
All this means whether you’re handling simple personal policies or complex specialty risks, your insurance quotation software adjusts seamlessly to get the job done right.
You’ve now got the tools, the steps, and the know-how. Let’s wrap up with what it all means for the future of insurance quoting and how you can lead the change.
What’s your next step toward smarter quoting?
Insurance quote automation speeds up quoting, reduces errors, and makes the customer experience smoother. This means you get more quotes out faster, save on operational costs, and see better conversion rates.
These are real competitive advantages that help your business stand out. To get started, keep it simple:
Document your current quoting process
Set clear metrics to track improvements
Gradually introduce automation step-by-step
As you grow, intelligent workflows and AI-driven tools will unlock even bigger gains, streamlining your entire operation from quoting to renewals.
If you’re curious to see what this looks like in action, Strada makes it easy to experiment. Its AI phone agents and automated workflows turn everyday calls into instant business actions, no complex setup required. You can explore a quick demo to see how it fits your workflow and sparks ideas for your own automation journey.
By starting small and testing tools like Strada, you’ll see how effortless smarter quoting can be, and how quickly it pays off.
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© 2025 Strada API, Inc.
Phone AI agents for insurance distribution
© 2025 Strada API, Inc.
Phone AI agents for insurance distribution
© 2025 Strada API, Inc.