Automating Insurance

Stop losing deals to slow processes. Our platform transforms insurance workflows into conversion machines—with proprietary modules handling everything from intake to welcome packets, while integrating seamlessly with your existing CRM and AMS.

Showcase

8 example workflows

See how our core modules work together to automate your entire insurance process. From Funnel Vision intake and Rater Engine pricing to Signatures and Email delivery—each workflow showcases the power of our integrated platform.

QuickQuote Lite
Program-based broker

Fastest path to 'yes'—sign the quote itself, then pay.

1
Quick application
Funnel Vision
2
Get quote
Rater Engine
3
Auto-approve if low risk
Conditional Logic
4
Team approves quote (if flagged)
Approvals
5
Applicant signs quote
Signatures
6
Generate invoice
Finance Builder
What to expect in your demo
Your workflow mapped

We’ll model your exact insurance process using BindRabbit’s proprietary modules in real-time.

Live automation

Watch our AI develop your pipelines and populate ACORDs instantly from sample data.

Integration overview

See how our platform syncs seamlessly with your existing CRM, AMS, and carrier systems.