Many insurance agencies recognize the potential of automation but struggle to determine where to start, what processes to prioritize, and how to measure the business impact.
Where to start with intelligent workflow automation
Catalyit Webinar | Septemper 17, 2026
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Raul Guerra
Director of Sales
Moe Elkateb
VP - lnsurance Automation Solutions
Session Overview
Many insurance agencies recognize the potential of automation but struggle to determine where to start, what processes to prioritize, and how to measure the business impact.
In this session, we explored practical frameworks for evaluating automation opportunities, identifying high-value agency workflows, estimating ROI, and introducing automation strategically. Through real-world agency examples, attendees learned how to reduce operational inefficiencies while creating more capacity for growth-focused work.
What We Covered
- The Automation Opportunity for Agencies
Why agency teams spend significant time on repetitive operational activities, and how automation can help reduce administrative effort without disrupting daily operations.
- How Intelligent Automation Works
An overview of intelligent automation capabilities and how modern automation solutions interact with agency systems, documents, workflows, and information sources.
- Identifying High-Value Processes
How to evaluate agency workflows and determine which activities offer the greatest potential for automation based on volume, repetition, complexity, and business impact.
- Where Automation Can Be Applied
Common agency use cases where automation can streamline operations, including policy servicing, data processing, document handling, email workflows, and information management.
- Estimating Automation ROI
A practical approach to measuring potential returns from automation initiatives, including time savings, operational efficiency gains, and capacity improvements.
- Introducing Automation with Minimal Disruption
Strategies for implementing automation gradually, supporting employee adoption, and integrating automation into existing agency operations.
- Live Q&A
A discussion addressing attendee questions on automation readiness, process prioritization, ROI expectations, implementation challenges, and best practices for introducing automation within agency operations.
