Client Onboarding & Policy ProcessingPurpose
1.2. Automatically extract client and policy details, customize summary documents, and distribute them securely.
1.3. Enable automated, compliant, and timely delivery of tailored policy information to each client.
Trigger Conditions
2.2. Policy record updated in core insurance system.
2.3. Signed application received via e-signature platform.
2.4. API webhook event for “policy activation”.
Platform Variants
3.1. Salesforce
• API: REST API (Query Lead/Contact/Policy), Automation Tool: Flow Builder.
• Configure: Trigger on new Policy record, query client data, launch document merge.
3.2. Microsoft Power Automate
• Connector: Common Data Service, Action: Create File (OneDrive/SharePoint).
• Configure: Monitor entity for new record, generate summary doc, email client.
3.3. HubSpot
• Workflow: Deal/Contact trigger, Action: Webhook or Email Template Send.
• Configure: Trigger automation on deal property update, populate summary from fields.
3.4. DocuSign
• API: Envelopes:create, Doc Gen for pre-fill templates.
• Configure: On completed envelope, auto-generate summary with populated fields.
3.5. Zapier
• App: Webhooks, Formatter, Google Docs.
• Configure: Trigger from webhook, format data, automate doc merge and send via Gmail.
3.6. Google Apps Script
• Function: OnFormSubmit, Docs Service, MailApp.
• Configure: Automate extraction from Sheet/Forms, create doc, automate email.
3.7. Pipedrive
• Endpoint: Webhooks, Automation: Smart Docs.
• Configure: New deal triggers automation, merge client data into summary template.
3.8. PandaDoc
• API: Document:create, Template Fields mapping.
• Configure: Automate doc creation with dynamic policy fields, email to client.
3.9. Adobe Sign
• API: POST /agreements, MegaSign.
• Configure: On sign, automate personalized doc with merged data, distribute copy.
3.10. Monday.com
• Automation: When status changes, Action: Create Doc/Send Email.
• Configure: Onboarding status triggers automation, attaches summary doc.
3.11. Airtable
• Automation: When record matches condition, Action: Run script or Send email.
• Configure: Policy status triggers script to automate summary creation and email.
3.12. Slack
• API: Incoming Webhook, Workflow Builder.
• Configure: Notify advisor when summary is automatedly generated for review.
3.13. Intercom
• Event Trigger: New user/tag, Automation: Send message.
• Configure: Send automated summary link on onboarding event.
3.14. Dropbox Sign (HelloSign)
• API: Signature Request, Callback for completion.
• Configure: After completion, automate summary doc creation and delivery.
3.15. Notion
• API: Database trigger, Automation: Create Page.
• Configure: New policy triggers automated doc generation in workspace.
3.16. Google Cloud Functions
• Trigger: HTTP/webhook, Function: PDF generation and email dispatch.
• Configure: Request triggers automate personalized doc and delivery.
3.17. Freshdesk
• Automation: Event-based workflows, API: Ticket custom fields.
• Configure: Trigger on onboarding ticket closure, attach automated summary.
3.18. Workato
• Connector: Insurance Core, PDF Generator, Email.
• Configure: Workflow automates merge, export, dispatch from data source.
3.19. ServiceNow
• Flow Designer: Trigger on record, IntegrationHub for DocGen.
• Configure: New client onboarding triggers automated summary doc flow.
3.20. AWS Lambda
• Trigger: API Gateway or EventBridge, Action: Document Generation.
• Configure: Event triggers Lambda to automate summary PDF and email via SES.
3.21. Make (Integromat)
• Module: HTTP/Webhook, Google Docs, Email.
• Configure: Automate webhook incoming data to doc generation and automated delivery.
Benefits
4.2. Automates compliance by enforcing template and content standardization.
4.3. Accelerates client engagement via instant automated communication.
4.4. Frees up advisor time for higher-value client-facing activities.
4.5. Ensures every client receives up-to-date, personalized, automated summaries without delay.