Drowning in repetitive admin tasks at your firm
Workflow and agent automation built for Finance and Insurance offices. Stop letting data entry, follow-ups, and file shuffling eat your day.
You tell a friend it never ends. You spend hours keying client info into one system, then another. You chase missing forms and send the same policy updates over and over. It is admin work that piles up faster than you can clear it. And it pulls you away from the actual work of advising clients.
This happens because insurance and finance firms run on disconnected tools. A lead comes in through a web form, gets entered into a CRM, then a policy system, then a scheduling tool. Each step is manual. Each step invites mistakes. You hire people to push paper instead of talk to clients. Workflow automation connects those tools so data moves without you. A phone agent answers routine calls. A chatbot handles common questions on your site. The boring, repeatable stuff stops landing on your desk.
Cost depends on how many systems you use and how many steps you want to automate. A small setup, like routing online quote requests into your database and sending a confirmation text, might take a few days to build. Larger projects, like a full agent system that takes calls, checks policy status, and books appointments, take more time. Most firms start with one painful process and expand from there. You do not need to fix everything at once.
This week, write down the three admin tasks that consume the most hours. Be specific. Not "paperwork" but "typing client data from emailed PDFs into our policy admin system." Then call Scott Gerke. He will look at your actual process, not a generic demo, and show you where automation fits. Do not buy an off-the-shelf bot and hope it understands your compliance needs. That creates more cleanup work later.
After the automations are in place, your team handles exceptions, not every single step. Calls get answered. Data lands where it belongs. You spend your day on client relationships and complex cases. The pile stops growing.
What our customers say
"Scott went above and beyond anything we ever could’ve expected. He didn’t just teach our team to use Claude. He opened our eyes to a whole new way of working. He pulled our entire business together, rebuilt our sales process from the ground up, helped us get payroll organized, and got us ready to launch our new sales team. The real difference for us has been Scott. We are going to keep working with him long-term."
"Working with Scott has been amazing! His ability to ingest information, understand it, and then help you understand it is second to none. His work ethic is unlike any I've seen. Scott's forward-thinking mindset is incredibly refreshing and helpful. If you want your website to be found more easily, do yourself a favor and talk to Scott and his team. But don't stop there. Scott has a wealth of knowledge that can help you in so many ways."
"Scott and team just finished a deep dive on our website and it was eye-opening. They found and implemented several key fixes, and actually explained them so we could understand. We've already hired them for another project."
Other things people with a Finance & Insurance ask
ai receptionist for small business cost
Expect a setup cost plus a small monthly fee, a fraction of a part-time hire. The setup matters more than the software: it has to know your services, your pricing, and when to hand off to a human.
can I automate my business myself
You can handle simple automations if you have time. But complex workflows, phone agents, and AI chatbots need experience to build without breaking. A pro can wire them into your existing systems and train your team, so you don't lose days debugging.