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.
Weekly Savings
25+ hrs
Missed Deadlines
Zero
Automations running today
Renewal Reminder - 90 Days
Auto-triggered
New Lead Follow-Up
Email received
Client Meeting Scheduler
Calendar sync
25+ Hours
Saved weekly per team
Zero Missed
Follow-ups or deadlines
100%
Client interaction tracking
Reading emails and manually creating follow-up tasks wastes time and leads to forgotten commitments.
Coordinating meetings between prospects, clients, and team members involves endless email back-and-forth.
Important conversations, commitments, and service history scattered across email, texts, and sticky notes.
Relying on memory or spreadsheets to track renewal timelines means critical opportunities slip away.
Tasks assigned verbally or in email get forgotten, creating dropped balls and disappointed clients.
AI-powered task creation that automatically generates and assigns tasks from incoming emails.
Intelligent calendar automation that coordinates schedules and sends invitations automatically.
Complete interaction history with every client conversation documented and searchable.
Automated renewal workflows that trigger 120, 90, 60, and 30 days before each renewal date.
Our AI scans incoming emails and automatically creates tasks, sets deadlines, and assigns team members based on the content. Every client conversation is documented and actionable.
Automated appointment setting uses AI to coordinate calendars, send invitations, handle rescheduling, and send reminders—without your involvement.
Renewal calendars automatically track every client's renewal date and trigger workflows at 120, 90, 60, and 30 days out—scheduling meetings, sending communications, and generating quotes.
Built specifically for insurance agencies, our workflows understand your processes—from prospect follow-ups to client renewals to team coordination.
Join hundreds of agencies using Administr's workflow automation to eliminate busy work and deliver consistently excellent client service.