Unlock 2025 Success with Event Driven Automation in Insurance

Event driven automation means that actions happen automatically in response to specific events or triggers. For example, when a claim is filed, the system can start a review process without someone having to initiate it manually.

In the insurance world, event driven automation helps companies save time and reduce errors by connecting different parts of their work. Instead of waiting for a person to move something forward, the system reacts immediately when something important takes place.

This kind of automation fits into a bigger shift toward making insurance faster and more customer-friendly. For instance, when an application is approved, automated workflows can instantly update records, send welcome emails, and assign follow-up tasks.

• Claims processing starts automatically once a customer report is received

• Policy renewals trigger renewal notifications and document updates

• Customer questions create support tickets or chatbot interactions without delay

On a deeper technical level, event driven automation uses software that listens for events such as data changes or user actions. Once an event happens, it triggers predefined workflows that can perform tasks across different platforms. This setup allows companies to integrate tools like customer relationship management (CRM) systems, email, and voice AI.

A practical example is Strada, a Voice AI platform for insurance that brings event-driven automation to life.

Strada instantly turns the outcome of every insurance call into real-time CRM updates, tasks, and cross-platform actions. When a voice AI agent finishes a call, follow-ups, data entry, and next steps begin automatically, improving speed, accuracy, and overall efficiency across claims, renewals, and customer service.

1. Event detection: system notes an event like a new claim

2. Trigger activation: predefined rules kick off workflows

3. Task execution: workflows update systems, notify teams, and assign tasks