Insurance Brokerage & Underwriting
Native automation for Microsoft Outlook. Automated distribution of unique policy documents, renewals, and risk assessments.
The
Value Engine
Discover why industry leaders are moving away from generic cloud relays to local-first automation.
The Challenge
Distributing thousands of unique policy documents and renewal notices without risking sensitive client information.
Manual attachment mapping for policyholders is a major bottleneck.
High-volume sending is often throttled by web-based Outlook tools.
Ensuring data sovereignty for individual client policy data.
The Advantage
Native automation built for security and scale.
Localized PDF Mapping
Automate individual file distribution from your drive.
Bypass API Throttling
Send thousands of documents daily via your local engine.
Automated Renewals
Scale renewal sequences with 1-to-1 personalization.
How You Can
Leverage FlowDrafts
Transform your outreach with these mission-critical workflows.
Policy Distribution
Distribute individualized policy documents to all clients.
Renewal Notices
Automate personalized renewal notifications at scale.
Risk Assessments
Distribute unique risk assessment reports to underwriters.
Claims Updates
Automate claims status updates with personalized variables.
Related
Guides & Insights
Deep dives into how Insurance Brokerage & Underwriting teams optimize their Outlook workflows.
Insurance Brokerage: Partner Communications
Secure partner communications for Insurance Brokerage teams.
Read Full GuideInsurance Brokerage: Project Updates
Secure project updates for Insurance Brokerage teams.
Read Full GuideInsurance Brokerage: Contract Renewal
Secure contract renewal for Insurance Brokerage teams.
Read Full GuideReady to scale your brokerage?
Join leading insurance firms who trust FlowDrafts for secure policy distribution.