Rapidly Automate a Wide Range of Insurance Processes

Automating Business-Critical Processes in Insurance

Onboarding

Whether it's new policyholders, brokers, or third-party vendors, the onboarding process in insurance is often complex, time-consuming, and prone to manual errors. By leveraging process automation, insurers can streamline onboarding workflows, reduce repetitive administrative tasks, and deliver a faster, more consistent experience. 

Regulations and Compliance

FlowForma’s no-code process automation simplifies compliance by embedding built-in audit trails and controls directly into workflows. Every action taken is fully traceable, providing a transparent, tamper-proof record that makes it easy to demonstrate compliance.

Approvals

From claims approvals to underwriting decisions and policy endorsements, approval workflows in insurance are critical but often slow and manual. With FlowForma’s AI-powered Copilot, insurers can quickly create and customize approval processes that align with their specific business rules and compliance requirements. 

Customer Service Requests

With FlowForma, insurance companies can efficiently manage customer service requests like policy updates, beneficiary changes, or coverage inquiries. The no-code platform allows customers and staff to submit requests digitally, triggering automated workflows that route and track each task until completion. 

Incident Reporting

FlowForma helps insurers streamline incident reporting by digitizing the submission and tracking of claims-related events such as accidents, property damage, or liability issues. Internal teams and customers can quickly log incidents, which are then automatically routed to the right departments for assessment and resolution. 

Renewals

Managing policy renewals in insurance can be complex, involving multiple stakeholders, documents, and approval steps. FlowForma simplifies the renewal process by enabling insurers to track key dates, automatically send reminders, and streamline internal approvals — all within a single, no-code platform. 

Loved By Insurance Clients, For All the Right Reasons 

"We didn’t have to go off and buy infrastructure; we could pretty much slot it into the systems we had but it gave us much greater control.

Customization within FlowForma Process Automation is far better than anything we have had previously. It gives us a platform to help the business make their jobs easier and my job easier.” 

Read The Case Study

Robbie Molloy
Product Manager

Process Automation for Insurance: Useful Resources