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🛡️ Automation for insurance agencies

Insurance agency? Stop chasing documents and leads.

MKR builds automation for your repetitive work, around the systems you already use.

📄Document collection🔄Policy renewals💬WhatsApp + leads

Custom-built for your insurance agency — saves you time and money.

The automation is built around your pain point

Every office is different — sometimes the pain point is chasing documents, sometimes it's calendar coordination, sometimes it's phone calls. In the initial diagnosis call we pinpoint exactly where you're losing hours, and build the specific automation for that — not a solution off a catalog.

Here's what it looks like in practice

📎

Document Collection Agent

The problem

Accountants, insurance agents, lawyers and clinics waste time manually chasing clients who don’t send documents.

The solution

Automatic WhatsApp reminders until the document arrives, with every status managed in one place in the CRM.

The result

No document falls through the cracks, and the time that went into manual chasing frees up for client work.

📞

CallBack Agent

The problem

A missed call (say, a lawyer in a meeting) turns into a client who goes to a competitor — with zero follow-up on the inquiry.

The solution

The caller gets an immediate WhatsApp message confirming they’ll hear back, and the call is logged as a lead in the lead-management dashboard.

The result

No more missed calls — only leads that get saved and followed up on.

What clients say

5.0 · 20 reviews on Google

Want to know what's right for you?

A short diagnosis call on WhatsApp — no commitment.

Free 15-minute process check

Insurance Agents

Is it safe with my clients’ data?
Yes, completely. Your clients’ data stays secure throughout the whole process.
How long does implementation take?
We work fast — initial development is usually ready within 7 business days.
What if my clients don’t use WhatsApp?
There are plenty of alternatives — we figure out what fits your business best on the diagnosis call.