Insurance runs on documentation. We help you run it on automation.
Take 40–60% of the intake, data entry and document handling off your team, and turn renewal prep from hours into minutes — first automation live in 2–4 weeks.
For brokerage principals and operations leads whose teams spend more time on paperwork than on clients.
- Nearly 30 years in operations
- Canada & US
- No enterprise overhead
What slows Insurance operations down
High Repetitive Admin
A high volume of repetitive administrative work slows every file down.
Manual Intake & Follow-ups
Intake, follow-ups, and document handling are all done manually across channels.
Fragmented Systems
CRM, policy systems, email, and documents live in silos — staff bridge them by hand.
Slow Response Times
Delayed responses hurt client satisfaction and retention.
Hard to Scale
Growing operations means adding staff, not leverage.
How insurance work runs today — and how it runs with Garo
Applications re-typed from email into the policy system
Documents read and fields populated automatically for review
Follow-ups tracked in someone's inbox
Follow-up sequences that run themselves and escalate when needed
Renewal prep starting from scratch each file
Renewal packages assembled before the reminder even fires
CRM, policy system and documents checked separately
One live view per client across all three
Growth means hiring more admin staff
Growth absorbed by the workflows already in place
Automation and AI solutions for Insurance
Client Intake Automation
Automate onboarding and intake workflows from first touch to file open.
AI Document Processing
AI-assisted extraction and processing of applications, policies, and claims.
Automated Follow-ups
Follow-up and client communication workflows run automatically.
Centralized Case Tracking
Case, policy, and renewal tracking in one live view.
Reporting & Monitoring
Reporting and performance dashboards for brokers and leadership.
What insurance clients see after working with Garo
Results vary based on scope and existing systems. These reflect typical outcomes from Garo engagements.
Tell us your biggest bottleneck. We'll tell you what we'd automate first.
A Garo analyst reviews your insurance operations and comes back with the two or three places automation would pay off fastest. No cost, no obligation, no sales script.
- Response within one business day
- A specific starting point, not a pitch deck
- Built on the systems you already use
From first conversation to running automation
Assess Your Operations
We spend time with your team to understand how your business actually works — systems, workflows, and where the friction is.
Design & Build
We design the automation, integrate with your existing tools, and test thoroughly before anything goes live.
Monitor & Improve
We stay involved after launch, tracking performance and refining as your operations evolve.
Not sure where to start in your insurance operations?
The Operations Discovery experience for Insurance is coming soon. In the meantime, book a consultation and we'll walk you through your operations directly.
What insurance teams ask us first
Let's talk about your insurance operations.
Garo works directly with your team — no enterprise overhead, no generic solutions.