Automation scorecard Book a call
What we automate
AI voice & phone What we do — capabilities Fractional Automation Officer
Industry verticals
Accounting & bookkeeping Auto dealerships Dental & medical clinics Home services & trades Insurance brokerages Law firms Mortgage brokerages Property management Real estate & brokerages Recruitment & staffing Software development
Case studies Engagements & pricing Questions Automation scorecard Book a 30-minute call
OpsKinetics / Industry verticals / Insurance brokerages

Renewals and quotes both depend on somebody remembering.

Quote turnaround decides whether you win the business, and renewal chasing decides whether you keep it. We automate both, plus the document work in between.

Book a 30-minute callSee engagements
What the build covers

The workflows we automate first.

Each one starts with what it costs you today, then what replaces it. Which of these we build, and in what order, comes out of your Process Audit.

Quote intake and triage

Enquiries arrive with half the information you need, and getting the rest takes three emails.

What we buildIntake captures a structured submission first time, flags what's missing, requests it automatically, and routes a complete file to the producer who should handle it.

Renewal chasing and retention

Renewals get worked in the last two weeks, and the ones that lapse are the ones nobody got to.

What we buildEvery policy tracked to its renewal date with a staged outreach sequence starting well ahead, personalized by policy type and client history.

Policy documents and certificates

Certificate requests come in constantly and each one interrupts somebody.

What we buildStandard certificate and document requests fulfilled from your BMS automatically, with anything non-standard escalated to a broker with the request context attached.

Claims coordination

Clients call for updates you have to go and find, and the adjuster thread lives in one person's inbox.

What we buildClaim status tracked centrally, with automatic client updates at each stage and internal escalation when a claim stalls past your threshold.

Book reporting

Producing a view of your book, retention, and renewal exposure takes a day of spreadsheet work.

What we buildA standing report on retention, upcoming renewals, and at-risk accounts assembled and delivered on your schedule.
What a build looks like

Scope, timing, and what changes.

Quote acknowledgement
<15 min

Enquiries captured, triaged, and acknowledged while the prospect is still shopping.

Workflows
5

Quote intake through renewal retention and claims coordination.

Build time
2–4 wks

Scoped around your BMS and carrier portals.

Figures describe the standard scope of this build, not a measured client result. Your own numbers are produced during the Process Audit and quoted before you commit to anything.

Integration

Built on the systems you already run.

We automate around your existing platform rather than asking you to migrate. These are the tools we most often connect to in this industry.

Applied EpicPower BrokerSig XPBroker carrier portalsDocuSignMicrosoft 365OutlookTwilio SMSMailchimpPower BI
Other industries

We work in ten others.

Accounting & bookkeepingAuto dealershipsDental & medical clinicsHome services & tradesLaw firmsMortgage brokeragesProperty managementReal estate & brokeragesRecruitment & staffingSoftware development
Next step

Thirty minutes. We'll find the expensive part.

Tell us how work moves through your business and we'll tell you where the money is going. No pitch deck, and no obligation to buy anything at the end of it.

Mississauga, Ontario — serving the GTA
info@opskinetics.ca
(416) 613-0976
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Tell us where it hurts.

We'll come back within one business day with a view on whether automation is worth it for you — and say so plainly if it isn't.

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We'll be in touch within one business day. If it's urgent, the phone number above reaches us directly.