Empower People, Eliminate Busywork
Your AI Co-Pilot for Insurance Workflows: Turn Hours Into Minutes
Workflowly.ai automates repetitive insurance tasks—quote generation, policy creation, portal navigation, and data entry—so brokers, underwriters, and TSRs can focus on what truly matters: client relationships and strategic decisions.
AI Plan
Key Information:
Why Insurance Teams Need Workflowly.ai
Insurance Brokers/TSRs
50-60% of their day on administrative tasks
70% spend 3+ hours daily on data entry, compliance, and documentation
Underwriters
30-40% of time on re-keying data and document handling
50%+ on manual, low-value tasks when combined with other repetitive work
Insurance professionals deserve better. Your expertise shouldn't be wasted on busywork.
How Workflowly.ai Works: Simple. Smart. Transformative.
TEACH
Show us how you work through screen-sharing and narration. Just demonstrate your process once—like training a new team member.
LEARN
Our AI captures your workflow, documents every step, and creates a repeatable process. No programming required.
EXECUTE
When you need it done, our AI launches a virtual computer and executes your workflow—clicking buttons, filling forms, navigating portals—exactly as you showed it.
Transformative Benefits for Your Business
Speed Boost
Turnaround times from days to hours, hours to minutes
Productivity Jump
Handle 25% more business without additional staffing
Cost Savings
Reduce operational overhead and associated expenses
Flawless Accuracy
Zero human error in data entry and compliance
Enterprise Security
Enterprise-grade encryption, isolated environments, and zero AI data retention
Happier Team
Professionals focus on meaningful, engaging work
Delighted Clients
Deliver the fast, responsive service customers expect
Built for Every Role in Your Organization
TSRs
Syncs Data
Automatic updates across all systems
Quick Docs
Paperwork handled exponentially faster
Smart Priority
AI helps triage customer requests
Your Call
Your choices, but get things done way quicker
Underwriters
Forms Fill Themselves
Application forms completed automatically
Checks Rules Auto
Compliance verification built-in
Fast Answers
Everyday decisions accelerated
Your Call
Your decisions, but work becomes much more efficient
Brokers
Instant Quotes
Multi-carrier pricing instantly available
Quick Proposals
Custom offers created in minutes
Renewal Reminders
Automated policy due dates
Your Call
Still guide your clients, but with tools that give you a huge advantage
AI Agents vs Traditional Automation: The Clear Choice
| Criteria | Workflowly.ai | Traditional Automation |
|---|---|---|
| Automating New Workflows | Easy: AI learns by watching you work in real-time | Hard: Hire developers for weeks of programming |
| Response to UI Changes | Adapts: AI handles changes automatically | Breaks: Cannot handle even minor UI updates |
| Making Workflow Changes | Easy: Update in plain English, no programming | Hard: Requires developer hours to rewrite code |
| Costs | Reasonable: Usage-based pricing, we handle infrastructure | High: Programming hours + infrastructure costs |
Build for the Future, Not Just Today
Solve for Today, Build for Tomorrow
Integrates with your existing systems for immediate results while creating a future-proof foundation that adapts as you grow
Your Smartest Employee Gets Smarter Every Day
The AI learns from your experts with every interaction, guaranteeing its value compounds year after year
Don't Just Compete—Redefine the Game
A strategic move to set a new standard for speed and service, making your brand the definition of innovation
The Industry is Moving. Will You Lead or Follow?
Industry leaders like Marsh McLennan are already using AI for renewals, data analysis, and gap detection. The question isn't whether AI will transform insurance—it's whether you'll be ahead of the curve or playing catch-up.
Ready to Eliminate Busywork and Empower Your Team?
See how Workflowly.ai can transform your operations in a 30-minute consultation. No obligation, just possibilities.