Automate Insurance Workflows with AI Agent
If you can use a spreadsheet, you can automate any repetitive task.
No code required. Build workflows in minutes.
If you can use a spreadsheet, you can automate any repetitive task.
No code required. Build workflows in minutes.
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How it works
Easily automate tasks with AI spreadsheets in three simple steps.
Save time, reduce effort, and focus on what matters — no coding needed!
Start by creating a column in your AI spreadsheet. This column can hold important information like policy details or claims data. Just input the data you want to automate, and you’re ready to streamline your insurance tasks efficiently.
Next, give clear instructions for what you want your workflow to do. For example, set it to process claims, send reminders, or handle inquiries. This step tailors the automation to your specific insurance needs, ensuring tasks are completed accurately.
Finally, activate your workflow with a single click. Watch it handle tasks in real-time, saving you time and effort. With automation managing repetitive work, you can focus more on customer service and growth.
Integrations
Connect with over 100 popular tools and services, making it easy to incorporate into your existing workflow.
Workflow Templates
Match Your Needs
Billed Yearly
Billed Monthly
Perfect for individuals or small teams.
/per month
Included Features
Unlimited users
500 credits
Concurrent 5 workflows
Daily Data Sync
Get Started for Free
Ideal for growing businesses.
/per month
Included Features
Unlimited users
2000 credits
Concurrent 25 workflows
Hourly Data Sync
Get Started For Free
Best for large organizations.
Included Features
Unlimited users
100,000+ credits
Unlimited Concurrent workflows
Realtime Data Sync
Contact Us
Streamline your insurance tasks effortlessly. Automate repetitive workflows and focus on customer service and growth.
Refine is the simple lead enrichment platform for sales teams and agencies. Get complete contact data using templates, not formulas - no technical skills required.
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