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Automated Workflows
Automate Your Agency and Never Drop the Ball Again
AI-powered workflow automation that handles repetitive tasks, manages your calendar, tracks every client interaction, and ensures nothing falls through the cracks. Run your agency like a well-oiled machine—without adding staff.
The average agency loses 20+ hours weekly to manual tasks that should be automated—scheduling follow-ups, creating tasks from emails, tracking renewal deadlines, and coordinating team activities. Administr's workflow automation eliminates this busy work with AI that reads your emails, sets appointments automatically, assigns tasks to your team, and keeps every client relationship on track. Focus on high-value work while automation handles the rest.
Saved Weekly per Team
25+ Hours
Follow-Ups or Deadlines
Zero Missed
Client Interaction Tracking
100%
Why Agency Workflows Break Down (And Cost You Business)
Manual task creation - Reading emails and manually creating follow-up tasks wastes time and leads to forgotten commitments
Scheduling chaos - Coordinating meetings between prospects, clients, and team members involves endless email back-and-forth
Lost client interactions - Important conversations, commitments, and service history scattered across email, texts, and sticky notes
Missed renewal deadlines - Relying on memory or spreadsheets to track renewal timelines means critical opportunities slip away
No team coordination - Tasks assigned verbally or in email get forgotten, creating dropped balls and disappointed clients
Overview
Workflow Automation That Runs Your Agency on Autopilot
Administr's workflow automation combines AI-powered task management, intelligent calendar scheduling, automated renewal tracking, and complete service history documentation in one unified system. Built specifically for insurance agencies, our workflows understand your processes—from prospect follow-ups to client renewals to team coordination—and handle the execution automatically.
Reporting
Marketing
Human Resources
Bank and Taxes
Full Support
AI-Powered Task
Management
Our AI scans incoming emails and automatically creates tasks, sets deadlines, and assigns team members based on the content. Client requests, prospect follow-ups, and internal commitments become trackable tasks without manual entry. Full email integration means every client conversation is documented and actionable—nothing gets lost in your inbox.
Intelligent Calendar & Appointment
Automation
Automated appointment setting uses AI to coordinate calendars, send invitations, handle rescheduling, and send reminders—without your involvement. Integrates with Google Calendar, Outlook, and iCal so your entire schedule stays synchronized. Prospects can book consultations directly, and renewal meetings schedule themselves based on client timelines.
Automated Renewal Management & Client Communication
Renewal calendars automatically track every client's renewal date and trigger workflows 120, 90, 60, and 30 days out—scheduling meetings, sending marketing communications, generating quotes, and assigning preparation tasks to your team. Material modification notifications alert you instantly when client circumstances change, ensuring you stay proactive instead of reactive.
Everything You Need to Run Your Agency on Autopilot
Automate & Scale
Ready to Automate Your Agency and Reclaim 25+ Hours Weekly?
Join hundreds of agencies using Administr's workflow automation to eliminate busy work, never miss deadlines, and deliver consistently excellent client service.
Ready to Start?
Ready to Start?
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