Automation for Agencies
Less Admin. More Billable Work.
Insurance brokers, accountancy firms, and recruitment agencies all share the same problem — too much time spent on repetitive admin that software can handle.
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Where Agencies Lose Time
The same patterns appear in almost every agency we speak to.
Slow Client Onboarding
Chasing documents, sending welcome emails, setting up accounts — onboarding a new client takes days of back-and-forth that could be handled automatically.
Leads That Go Cold
A prospect enquires, gets a proposal, then goes quiet. Nobody follows up consistently. The lead goes cold and the business goes elsewhere.
Renewal and Compliance Chasing
For insurance brokers and accountants, chasing clients for renewals, signatures, and documents is a constant drain on fee-earner time.
Manual Reporting
Pulling data from multiple systems to produce weekly or monthly reports is time-consuming and error-prone. It's also entirely automatable.
What We Automate for Agencies
Practical automation that fits how your agency actually works.
Client Onboarding Workflows
Automated welcome sequences, document collection, account setup notifications, and kickoff scheduling — so new clients are onboarded consistently without manual effort.
Lead Follow-Up Sequences
Every prospect gets followed up on time, every time. Automated sequences that nurture leads from first enquiry to signed contract without relying on someone remembering to chase.
Renewal & Document Reminders
Automated reminders for policy renewals, document deadlines, and compliance requirements — sent at the right time, to the right person, without manual intervention.
Systems Integration
Connect your CRM, ATS, email platform, and accounting tools so data flows between them automatically. No more copy-pasting between systems or updating spreadsheets by hand.
Who We Work With
We specialise in agencies where compliance, client relationships, and pipeline management create the most admin.
Insurance Brokers
Renewal reminders, mid-term adjustment notifications, document chasing, and client onboarding — all automated so your brokers spend time advising, not chasing paperwork.
Accountancy Firms
Client onboarding, document collection, deadline reminders, and recurring reporting workflows — automated so your team focuses on advisory work, not admin.
Recruitment Agencies
Candidate pipeline updates, client follow-ups, interview scheduling, and placement confirmation workflows — automated so your consultants focus on relationships, not process.
Common Questions
What kinds of agency processes can you automate?
Client onboarding sequences, lead follow-up, document collection and chasing, renewal reminders, candidate pipeline updates, reporting, and internal notifications. If your team does it repeatedly and it follows a pattern, it can almost certainly be automated.
We already use a CRM — can you work with it?
Yes. We work with your existing tools — whether that's a CRM, ATS, email platform, or accounting software — and connect them so data flows automatically. We only recommend new tools when there's a clear reason.
How long does an automation project take?
Simple automations such as a lead follow-up sequence or onboarding workflow can be live in 2–4 weeks. More complex projects involving multiple systems typically take 6–8 weeks. We'll give you a clear timeline after the discovery call.
Is this suitable for a small agency?
Yes. You don't need a large team or enterprise budget to benefit from automation. Even a 3–5 person agency can save significant time each week by automating the right processes. We scope every project to fit the size and budget of the business.
What if our processes are complicated?
That's exactly the kind of problem we enjoy. We start every project with a discovery call to understand how your business actually works before recommending anything. If a standard solution won't fit, we build something that does.
Find Out What Your Agency Could Automate
Book a free 30-minute discovery call. We'll look at your workflows, identify the highest-value opportunities, and give you an honest assessment.
Call Us: 07440 445768