Where to Start With
Intelligent Workflow Automation
Meet Our Experts
Raul Guerra
Director of Sales
Moe Elkateb
VP - Insurance Automation Solutions
Move From Automation Questions to Clear Next Steps
Independent agencies are under pressure to grow while managing staffing challenges, increasing workloads, and complex carrier interactions. Automation can help, but many agencies are unsure where to start or which processes will deliver the greatest value.
Join vBots for a practical, non-technical session that cuts through the noise and shows you exactly how to identify the right opportunities, estimate the return, and take a first step without disrupting your operations.
What You’ll Learn
How to Evaluate What, When, and Why to Automate
Why It Matters
Because Repetitive Work Shouldn’t Limit Agencies
Automation isn’t about replacing people. It’s about removing repetitive work from their day so they can focus on clients and growth.
Staffing challenges aren’t going away. Agencies that build operational capacity through automation will be better positioned to grow without adding headcount.
Most agencies don’t know where to start. This session gives you a simple framework to identify your top three automation opportunities and decide what to tackle first.
Audience
Who should attend
Agency Owners and Leaders
Agency owners, principals, and senior leaders looking to address staffing constraints, increase operational capacity, and support growth without relying solely on additional headcount.
Operations and Process Leaders
Operations and process leaders responsible for improving operational efficiency, reducing repetitive work, and identifying where automation can deliver practical value with minimal disruption.