Insurance
80% Onboarding work automated
New-client onboarding took 14 manual steps across four tools. n8n and Make now run most of that work so coordinators are not the bottleneck.
- Manual onboarding tasks removed
- 80%
- Faster time to start real work
- 9 days
- System of record for client status
- 1
Situation
Producers closed well. Delivery started late because applications, documents, billing, and account setup never lived in one place.
Intervention
We mapped every onboarding step, picked one source of truth, and used n8n to move documents, alerts, and status updates—with a short list of edge cases for a person.