Automate Brokerage Operations - Carrier Portals, Commissions
Automate policy status checks, commission reconciliation, enrollment submissions, and quote processing across carrier portals.
Why Insurance Brokers Choose Autoworklet
Eliminate manual portal work, reduce errors, and focus on growing your business with automated workflows.
No API Integrations
Works with any carrier portal or CRM system without technical setup.
Lightning Fast
Complete tasks in seconds that normally take minutes or hours.
Error Reduction
Eliminate data entry mistakes and missed policy details.
Commission Accuracy
Never miss commission payments with automated tracking.
Client Visibility
Keep your CRM updated with real-time policy information.
Renewal Management
Stay ahead of renewals with automated pricing updates.
More time selling, less time in portals.
Built for Busy Brokerage Teams
If your team spends time clicking through carrier portals, transferring client info between systems, or chasing down policy details — Autoworklet can help.
Automate carrier portals without API integrations
Small-to-mid-size brokerages
Growing brokerages looking to scale without adding more back-office staff.
Enrollment support teams
Teams managing open enrollment and year-round client changes.
Independent agents & servicing teams
Solo agents or small teams who need to maximize efficiency.
Back-office admin teams
Support staff handling carrier communications and client updates.
Ready to transform your team's productivity?
Book a DemoAutomate Common Brokerage Workflows
Policy Status Checks
Search enrollees across multiple payor portals
verify active coverage and plan details
update CRM or enrollment file
Commission Reconciliation
Review commission statements
match against active policies
flag missing or incorrect payments
update internal tracker
Eligibility Checks
Receive client info
log into carrier portal
search for plan
verify coverage
copy results to CRM
Enrollment Submission
Pull client application data
navigate to carrier site
fill enrollment form
upload docs
submit and log confirmation
Quote Processing
Open client quote request
log into multiple carrier portals
enter demographics
download quotes
compile into one file
Renewal Pricing Checks
Identify upcoming renewals
open carrier portals
pull updated plans and rates
update client files
notify account owner
Each workflow completes autonomously
Transform hours of manual work into automations
Live in Weeks, Not Months
Show us your workflow. We build, test, and deploy it, usually within a few weeks.
Don't Pay Until It Works
With managed delivery, you pay nothing until the automation is running in production. Self-serve starts free, with no card.
5x ROI Target
We target 5x return on every automation. If the math doesn't work, we'll tell you upfront.
What You Get
Real results from day one — compounding over time.
Each run follows the steps you taught. No re-planning the job. Watch it, then keep the report.
We target a 5x return on every automation, and tell you upfront if the math does not work. Your team moves from busywork to higher-value work.
You describe the workflow. We build, test, and operate it. No automation Center of Excellence on your side.
Typical time to production is weeks for the workflow we scope together. With managed delivery, you do not pay until it is running.
Runs keep a report with screenshots and a log of each step, ready for compliance review.
Start free, with no card. With managed delivery, we do not charge until your automation is running in production.
Let's Automate Something for You
Tell us about a workflow your team repeats. We'll show you how Autoworklet can automate it — no commitment, no setup required.
With managed delivery, you don't pay until it's running in production.
Book a Demo