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Introducing Strada Workflows: Beyond the Phone Call
Arash Khazaei
CTO, Strada
Sep 15, 2025
5 min. read
Transform call insights into instant business action.
Every insurance call ends the same way: with a list of follow-up tasks that an agent needs to handle. After a promising prospect call, a lead needs to be updated in a CRM. When a policyholder requests a cancellation, downstream tasks need to be initiated. Outcomes of payment reminders require agents to navigate between platforms, updating multiple databases and triggering follow-up sequences across multiple channels.
These handoffs slow down operations and create inconsistencies across customer touchpoints. Your team should be building relationships and closing deals, instead of shuffling data between systems.
Today, we're fundamentally changing how insurance operations work. Introducing Strada Workflows, an AI-powered automation platform that transforms call outcomes into instant, intelligent action across your entire tech stack.
The Evolution: From Conversations to Complete Automation
Since launching Strada, we've known that AI voice agents are just the beginning. Every customer conversation contains valuable business intelligence: purchase intent, policy preferences, satisfaction levels, and cancellation signals to name a few.
Here's the problem: most platforms capture this intelligence but can't act on it. When your AI agent identifies a hot prospect, that insight sits in a dashboard instead of instantly creating sales opportunities. When a customer mentions switching providers, the system logs the conversation but doesn't trigger retention follow-up.
Real business value comes from turning conversational intelligence into immediate action.
We can deliver this because Strada processes every customer conversation and understands the outcomes. It captures the full context of what customers actually say and what it means for your business.
Here's how it works in practice: when a customer mentions "I think we found a better rate elsewhere" during a renewal call, Strada recognizes this as churn risk. The moment that call ends, a workflow instantly creates retention tasks for your account team, updates health signals in your CRM, and triggers your save process, ensuring immediate follow-up while the conversation is still fresh.
What We Built
Strada Workflows delivers a complete automation engine that transforms every call outcome into immediate business action:
Smart Triggers: Every call becomes an automation opportunity. Whether calls involve successful quotes, payment promises, or cancellation requests, the system automatically identifies the outcome and launches the right follow-up actions.
Deep Integrations: Connect your existing tools like your Salesforce, AMS, policy and claims systems, or custom APIs, without complex setup. Workflows automatically kicks off actions and routes call insights to where your team already works.
Intelligent Rules: Set up automation rules without any code required. Define when actions should trigger based on call outcomes, customer information, policy details, or any business criteria that matter to you.
Real-Time Execution: Actions trigger the moment calls end. CRM records update, an SMS gets sent, tasks get created, and team notifications trigger - completely automatically.
Certificate Issuance: When a COI is requested, Workflows pushes the request to your AMS to validate policy terms and generate the correct form. Once issued, it’s sent to the certificate holder by email or SMS, while Workflows records the activity and syncs updates across your AMS and CRM for full visibility.
Real Use Cases in Insurance
Strada Workflows transforms how insurance teams operate by automating critical post-call processes:
Abandoned Quote Recovery: When prospects don't complete their application on the first call, Strada Workflows automatically schedules follow-up outreach, creates agent reminders, and updates lead status in your CRM. Every warm lead gets proper attention without manual tracking.
Payment Recovery Automation: When customers promise to pay during collection calls, Workflows automatically checks your billing system three days later. If the balance is still unpaid, it triggers another reminder call, and notifies the account owner. Preventing policy lapses becomes proactive instead of reactive.
Renewal Risk Management: When a policyholder mentions they’re shopping around or unhappy during a renewal call, Workflows instantly flags the account as at-risk, creates a save task for the retention team, and triggers a personalized follow-up sequence. Renewals become proactive rather than last-minute scrambles.
Claims Intake: When customers report new claims, Strada automatically creates a file in your claims system, assigns adjusters, sends required documents to customers, and alerts all relevant teams, reducing a 2-hour manual process to minutes.
Certificate Issuance: When a COI is requested, Workflows pushes the request to your AMS to validate policy terms and generate the correct form. Once issued, it’s sent to the certificate holder by email or SMS, while Workflows records the activity and syncs updates across your AMS and CRM for full visibility.
Why This Changes Everything
The insurance industry operates at a contradiction. Carriers spend millions on technology to improve customer experience, yet most operations still depend on agents remembering to follow up, manually transferring data between systems, and hoping nothing gets missed during shift changes or busy periods.
The result? Premium leakage from prospects who never hear back. Policy lapses from payment reminders that never get sent. Claims delays from missing documentation. Revenue sitting in spreadsheets instead of bank accounts. Strada Workflows ensures nothing falls through the cracks.
Immediate Impact: Teams see productivity gains from day one as post-call busywork disappears. Sales reps focus on selling, service teams handle more customer inquiries, and operations staff work on strategic priorities instead of data entry.
Scalable Growth: When your business grows, automation grows with it. Your team can handle 2x the conversations without 2x the administrative overhead.
Building the Complete Insurance Automation Platform
Strada Workflows represents a fundamental shift in how conversation platforms work. We're moving beyond tools that just handle phone calls to platforms that orchestrate entire business processes based on conversational intelligence.
Every customer interaction becomes the foundation for intelligent business automation. Sales conversations automatically feed pipeline management. Service calls trigger proactive account management. Claims discussions launch comprehensive case workflows. Compliance conversations generate audit-ready documentation.
This is just the beginning. Strada Workflows positions insurance organizations to operate at a level of efficiency and consistency that was previously impossible, where every conversation drives measurable business outcomes automatically.
What's Next
Today, every Strada Workflow starts with a phone call. But soon, Strada will expand beyond calls so that interactions by email or text can also trigger the same automation engine. No matter where the conversation begins, the right actions will run automatically, bringing us closer to our vision of transforming insurance operations from reactive and manual to proactive systems that scale effortlessly with your business.
Get Started Today
Strada Workflows is now available to carriers, MGAs, and brokers. Be among the first to eliminate post-call busywork and see immediate ROI from day one.
Table of Contents
Carriers, MGAs, and brokers scale revenue-driving phone calls with Strada's conversational AI platform.
Start scaling with voice AI agents today
Join innovative carriers and MGAs transforming their calls with Strada.
Introducing Strada Workflows: Beyond the Phone Call
Arash Khazaei
CTO, Strada
Sep 15, 2025
5 min. read
Transform call insights into instant business action.
Every insurance call ends the same way: with a list of follow-up tasks that an agent needs to handle. After a promising prospect call, a lead needs to be updated in a CRM. When a policyholder requests a cancellation, downstream tasks need to be initiated. Outcomes of payment reminders require agents to navigate between platforms, updating multiple databases and triggering follow-up sequences across multiple channels.
These handoffs slow down operations and create inconsistencies across customer touchpoints. Your team should be building relationships and closing deals, instead of shuffling data between systems.
Today, we're fundamentally changing how insurance operations work. Introducing Strada Workflows, an AI-powered automation platform that transforms call outcomes into instant, intelligent action across your entire tech stack.
The Evolution: From Conversations to Complete Automation
Since launching Strada, we've known that AI voice agents are just the beginning. Every customer conversation contains valuable business intelligence: purchase intent, policy preferences, satisfaction levels, and cancellation signals to name a few.
Here's the problem: most platforms capture this intelligence but can't act on it. When your AI agent identifies a hot prospect, that insight sits in a dashboard instead of instantly creating sales opportunities. When a customer mentions switching providers, the system logs the conversation but doesn't trigger retention follow-up.
Real business value comes from turning conversational intelligence into immediate action.
We can deliver this because Strada processes every customer conversation and understands the outcomes. It captures the full context of what customers actually say and what it means for your business.
Here's how it works in practice: when a customer mentions "I think we found a better rate elsewhere" during a renewal call, Strada recognizes this as churn risk. The moment that call ends, a workflow instantly creates retention tasks for your account team, updates health signals in your CRM, and triggers your save process, ensuring immediate follow-up while the conversation is still fresh.
What We Built
Strada Workflows delivers a complete automation engine that transforms every call outcome into immediate business action:
Smart Triggers: Every call becomes an automation opportunity. Whether calls involve successful quotes, payment promises, or cancellation requests, the system automatically identifies the outcome and launches the right follow-up actions.
Deep Integrations: Connect your existing tools like your Salesforce, AMS, policy and claims systems, or custom APIs, without complex setup. Workflows automatically kicks off actions and routes call insights to where your team already works.
Intelligent Rules: Set up automation rules without any code required. Define when actions should trigger based on call outcomes, customer information, policy details, or any business criteria that matter to you.
Real-Time Execution: Actions trigger the moment calls end. CRM records update, an SMS gets sent, tasks get created, and team notifications trigger - completely automatically.
Certificate Issuance: When a COI is requested, Workflows pushes the request to your AMS to validate policy terms and generate the correct form. Once issued, it’s sent to the certificate holder by email or SMS, while Workflows records the activity and syncs updates across your AMS and CRM for full visibility.
Real Use Cases in Insurance
Strada Workflows transforms how insurance teams operate by automating critical post-call processes:
Abandoned Quote Recovery: When prospects don't complete their application on the first call, Strada Workflows automatically schedules follow-up outreach, creates agent reminders, and updates lead status in your CRM. Every warm lead gets proper attention without manual tracking.
Payment Recovery Automation: When customers promise to pay during collection calls, Workflows automatically checks your billing system three days later. If the balance is still unpaid, it triggers another reminder call, and notifies the account owner. Preventing policy lapses becomes proactive instead of reactive.
Renewal Risk Management: When a policyholder mentions they’re shopping around or unhappy during a renewal call, Workflows instantly flags the account as at-risk, creates a save task for the retention team, and triggers a personalized follow-up sequence. Renewals become proactive rather than last-minute scrambles.
Claims Intake: When customers report new claims, Strada automatically creates a file in your claims system, assigns adjusters, sends required documents to customers, and alerts all relevant teams, reducing a 2-hour manual process to minutes.
Certificate Issuance: When a COI is requested, Workflows pushes the request to your AMS to validate policy terms and generate the correct form. Once issued, it’s sent to the certificate holder by email or SMS, while Workflows records the activity and syncs updates across your AMS and CRM for full visibility.
Why This Changes Everything
The insurance industry operates at a contradiction. Carriers spend millions on technology to improve customer experience, yet most operations still depend on agents remembering to follow up, manually transferring data between systems, and hoping nothing gets missed during shift changes or busy periods.
The result? Premium leakage from prospects who never hear back. Policy lapses from payment reminders that never get sent. Claims delays from missing documentation. Revenue sitting in spreadsheets instead of bank accounts. Strada Workflows ensures nothing falls through the cracks.
Immediate Impact: Teams see productivity gains from day one as post-call busywork disappears. Sales reps focus on selling, service teams handle more customer inquiries, and operations staff work on strategic priorities instead of data entry.
Scalable Growth: When your business grows, automation grows with it. Your team can handle 2x the conversations without 2x the administrative overhead.
Building the Complete Insurance Automation Platform
Strada Workflows represents a fundamental shift in how conversation platforms work. We're moving beyond tools that just handle phone calls to platforms that orchestrate entire business processes based on conversational intelligence.
Every customer interaction becomes the foundation for intelligent business automation. Sales conversations automatically feed pipeline management. Service calls trigger proactive account management. Claims discussions launch comprehensive case workflows. Compliance conversations generate audit-ready documentation.
This is just the beginning. Strada Workflows positions insurance organizations to operate at a level of efficiency and consistency that was previously impossible, where every conversation drives measurable business outcomes automatically.
What's Next
Today, every Strada Workflow starts with a phone call. But soon, Strada will expand beyond calls so that interactions by email or text can also trigger the same automation engine. No matter where the conversation begins, the right actions will run automatically, bringing us closer to our vision of transforming insurance operations from reactive and manual to proactive systems that scale effortlessly with your business.
Get Started Today
Strada Workflows is now available to carriers, MGAs, and brokers. Be among the first to eliminate post-call busywork and see immediate ROI from day one.
Table of Contents
Carriers, MGAs, and brokers scale revenue-driving phone calls with Strada's conversational AI platform.
Start scaling with voice AI agents today
Join innovative carriers and MGAs transforming their calls with Strada.
Introducing Strada Workflows: Beyond the Phone Call
Arash Khazaei
CTO, Strada
Sep 15, 2025
5 min. read
Transform call insights into instant business action.
Every insurance call ends the same way: with a list of follow-up tasks that an agent needs to handle. After a promising prospect call, a lead needs to be updated in a CRM. When a policyholder requests a cancellation, downstream tasks need to be initiated. Outcomes of payment reminders require agents to navigate between platforms, updating multiple databases and triggering follow-up sequences across multiple channels.
These handoffs slow down operations and create inconsistencies across customer touchpoints. Your team should be building relationships and closing deals, instead of shuffling data between systems.
Today, we're fundamentally changing how insurance operations work. Introducing Strada Workflows, an AI-powered automation platform that transforms call outcomes into instant, intelligent action across your entire tech stack.
The Evolution: From Conversations to Complete Automation
Since launching Strada, we've known that AI voice agents are just the beginning. Every customer conversation contains valuable business intelligence: purchase intent, policy preferences, satisfaction levels, and cancellation signals to name a few.
Here's the problem: most platforms capture this intelligence but can't act on it. When your AI agent identifies a hot prospect, that insight sits in a dashboard instead of instantly creating sales opportunities. When a customer mentions switching providers, the system logs the conversation but doesn't trigger retention follow-up.
Real business value comes from turning conversational intelligence into immediate action.
We can deliver this because Strada processes every customer conversation and understands the outcomes. It captures the full context of what customers actually say and what it means for your business.
Here's how it works in practice: when a customer mentions "I think we found a better rate elsewhere" during a renewal call, Strada recognizes this as churn risk. The moment that call ends, a workflow instantly creates retention tasks for your account team, updates health signals in your CRM, and triggers your save process, ensuring immediate follow-up while the conversation is still fresh.
What We Built
Strada Workflows delivers a complete automation engine that transforms every call outcome into immediate business action:
Smart Triggers: Every call becomes an automation opportunity. Whether calls involve successful quotes, payment promises, or cancellation requests, the system automatically identifies the outcome and launches the right follow-up actions.
Deep Integrations: Connect your existing tools like your Salesforce, AMS, policy and claims systems, or custom APIs, without complex setup. Workflows automatically kicks off actions and routes call insights to where your team already works.
Intelligent Rules: Set up automation rules without any code required. Define when actions should trigger based on call outcomes, customer information, policy details, or any business criteria that matter to you.
Real-Time Execution: Actions trigger the moment calls end. CRM records update, an SMS gets sent, tasks get created, and team notifications trigger - completely automatically.
Certificate Issuance: When a COI is requested, Workflows pushes the request to your AMS to validate policy terms and generate the correct form. Once issued, it’s sent to the certificate holder by email or SMS, while Workflows records the activity and syncs updates across your AMS and CRM for full visibility.
Real Use Cases in Insurance
Strada Workflows transforms how insurance teams operate by automating critical post-call processes:
Abandoned Quote Recovery: When prospects don't complete their application on the first call, Strada Workflows automatically schedules follow-up outreach, creates agent reminders, and updates lead status in your CRM. Every warm lead gets proper attention without manual tracking.
Payment Recovery Automation: When customers promise to pay during collection calls, Workflows automatically checks your billing system three days later. If the balance is still unpaid, it triggers another reminder call, and notifies the account owner. Preventing policy lapses becomes proactive instead of reactive.
Renewal Risk Management: When a policyholder mentions they’re shopping around or unhappy during a renewal call, Workflows instantly flags the account as at-risk, creates a save task for the retention team, and triggers a personalized follow-up sequence. Renewals become proactive rather than last-minute scrambles.
Claims Intake: When customers report new claims, Strada automatically creates a file in your claims system, assigns adjusters, sends required documents to customers, and alerts all relevant teams, reducing a 2-hour manual process to minutes.
Certificate Issuance: When a COI is requested, Workflows pushes the request to your AMS to validate policy terms and generate the correct form. Once issued, it’s sent to the certificate holder by email or SMS, while Workflows records the activity and syncs updates across your AMS and CRM for full visibility.
Why This Changes Everything
The insurance industry operates at a contradiction. Carriers spend millions on technology to improve customer experience, yet most operations still depend on agents remembering to follow up, manually transferring data between systems, and hoping nothing gets missed during shift changes or busy periods.
The result? Premium leakage from prospects who never hear back. Policy lapses from payment reminders that never get sent. Claims delays from missing documentation. Revenue sitting in spreadsheets instead of bank accounts. Strada Workflows ensures nothing falls through the cracks.
Immediate Impact: Teams see productivity gains from day one as post-call busywork disappears. Sales reps focus on selling, service teams handle more customer inquiries, and operations staff work on strategic priorities instead of data entry.
Scalable Growth: When your business grows, automation grows with it. Your team can handle 2x the conversations without 2x the administrative overhead.
Building the Complete Insurance Automation Platform
Strada Workflows represents a fundamental shift in how conversation platforms work. We're moving beyond tools that just handle phone calls to platforms that orchestrate entire business processes based on conversational intelligence.
Every customer interaction becomes the foundation for intelligent business automation. Sales conversations automatically feed pipeline management. Service calls trigger proactive account management. Claims discussions launch comprehensive case workflows. Compliance conversations generate audit-ready documentation.
This is just the beginning. Strada Workflows positions insurance organizations to operate at a level of efficiency and consistency that was previously impossible, where every conversation drives measurable business outcomes automatically.
What's Next
Today, every Strada Workflow starts with a phone call. But soon, Strada will expand beyond calls so that interactions by email or text can also trigger the same automation engine. No matter where the conversation begins, the right actions will run automatically, bringing us closer to our vision of transforming insurance operations from reactive and manual to proactive systems that scale effortlessly with your business.
Get Started Today
Strada Workflows is now available to carriers, MGAs, and brokers. Be among the first to eliminate post-call busywork and see immediate ROI from day one.
Table of Contents
Carriers, MGAs, and brokers scale revenue-driving phone calls with Strada's conversational AI platform.
Start scaling with voice AI agents today
Join innovative carriers and MGAs transforming their calls with Strada.
Phone AI agents for insurance distribution
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