OpenClaw for Insurance Agents — Automate Client and Policy

Insurance agents live in a world of follow-ups, renewals, and document chasing. If you're doing all of that manually, you're losing hours every week that could go to closing new business. OpenClaw handles the repetitive pipeline work automatically.

Policy Renewal Automation

{
  "name": "renewal-reminder-60",
  "schedule": "0 9 * * *",
  "task": "Query PolicyRenewals for policies renewing in exactly 60 days. For each: send an email reminding the client their policy is coming up for renewal. Ask them to confirm renewal or if their situation has changed. Log outreach in ClientActivity."
}
{
  "name": "renewal-reminder-7",
  "schedule": "0 9 * * *",
  "task": "For policies renewing in 7 days with no client response: send urgent SMS. Alert the agent in Slack: manual follow-up needed. Policy expires in 7 days."
}

Lead Qualification

When a new lead comes in, your agent qualifies them before you spend time on the call:

# Agent handles lead intake via website form, email, or SMS:
1. Greet lead and confirm coverage type they're looking for
2. Ask 3-5 qualifying questions based on coverage type
3. Score lead: Hot / Warm / Cold
4. Hot: alert agent immediately, send calendar link
5. Warm: add to follow-up sequence
6. Cold: add to nurture sequence

Document Collection

Chasing documents is a massive time sink. Your agent handles the entire sequence: initial request, follow-up every 2 days until all documents are received, and creates the application when complete.

Client Communication

Your agent maintains consistent touchpoints with your entire book of business — birthday messages, annual review reminders, life event check-ins — without you having to remember each one individually.

Claims Assistance

When a client files a claim, your agent walks them through the process, collects required documentation, submits to the carrier, and provides status updates — keeping the client informed without every question landing in your inbox.

Want the complete setup? The OpenClaw Playbook ($9.99) covers everything from first install to production deployment.