FIELD GUIDE / 2 min read
Choose your first workflow wisely.
A focused way to start insurance automation without redesigning your whole business.
Find one recurring source of friction
Look for a conversation you handle often and understands well. Incoming coverage inquiries or collecting a small set of missing details can be a more useful starting point than attempting every customer interaction at once.
Write down the trigger, the expected outcome and how you handle the process today.
Define the boundaries before the wording
List the knowledge the assistant can rely on, the information it can ask for and the decisions that stay with you. Confirm which products and locations your workflow actually supports.
This keeps good copy connected to a process that can deliver on it.
Test ordinary cases and awkward ones
Use approved test contacts to try a clear inquiry, a correction, an unsupported request, an opt-out and a request to speak with you. Check the whole path rather than only the first reply.
Launch a narrow, observable workflow. Expand when you understand its behavior and you are ready for the next step.
Make it part of your workflow.
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