The quietest way to hit SLAs and grow AUM, without new headcount
Insurance and finance teams lose deals and sleep to slow intake, NIGO paperwork, missed follow‑ups, and compliance risk. Automanium installs quiet systems that capture every lead, collect complete documents, and push cases forward — without adding headcount.
Faster intake • Fewer NIGOs • Higher bind/fund rates
Trusted by modern professional services teams:
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The Hidden Cost in Insurance & Finance
Every missed intake, incomplete form, and unreturned follow‑up looks small in isolation. Together, they erode trust and revenue.
- Underwriting and onboarding stall while you chase KYC, void cheques, and e‑signatures.
- Advisors and brokers re‑key data and create NIGO mistakes that bounce back from compliance.
- Clients wait. Deals slip. Premiums and AUM are delayed.
Quiet, consistent systems remove this drag so teams hit SLAs, stay compliant, and close faster.
The Quiet Win
When intake, scheduling, reminders, document collection, and status updates run automatically:
- Inquiries receive immediate, compliant responses with clear next steps.
- Appointments schedule automatically with SMS/email reminders.
- Doc requests route by product type. Complete e-sign packets reduce NIGO.
- Automated status updates keep everyone informed.
Result: higher show rates, faster bind/fund, better retention — no new headcount.
What Automanium Delivers
Capture and convert every lead
Instant replies, compliant disclosures, and frictionless booking turn inbound interest into qualified appointments.
Fewer NIGOs, faster approvals
Pre‑validated forms, guided data capture, and e‑signature packets reduce back‑and‑forth and rework.
Clients stay informed
Automated reminders and proactive status updates cut no‑shows and inbound “just checking” calls.
Always‑on intake
Text and email follow‑ups go out on time. No inquiry falls through the cracks.
Compliance‑first by design
KYC/AML prompts, required fields, and audit trails help teams meet firm policy and regulatory obligations.
Scale without extra hires
More quotes, more accounts, more policies — with the team you already have.
Built for Insurance and Financial Services
- 72‑Hour Systems Pilot — ship one high‑impact workflow in three days.
- In your stack — we connect the tools you already use.
- Invisible fit — no new dashboards for advisors to learn.
- Stays running — support that doesn’t disappear after go‑live.
How it Works
Map
Pinpoint the bottleneck: missed intake, slow onboarding, doc‑chasing, renewals, or reporting. We size the impact and pick the first win.
Build
In 72 hours, a real workflow is live in your environment with logging, alerts, and an audit trail.
Scale
Each new workflow compounds: faster bind/fund, cleaner compliance, better client experience.
Playbooks by Stack
Broker CRM + E‑Signature
Microsoft 365 + SharePoint
Google Workspace + Drive
Pipedrive or HubSpot
Case Studies
Pipedrive scheduler lacked automated reminders; staff sent 25k manual emails/year.
Automated Greenside Marketing’s client onboarding, cutting setup time from 1 hour to 10 minutes with fewer errors.
Built a system that publishes SEO-optimized posts to WordPress every day, turning a one-hour task into a hands-off workflow that boosts visibility and branding.
What Clients Say
Automanium cleaned up our workflow. What used to take hours runs automatically. Fewer no‑shows and faster close. Adam Sheridan Founder, FrontlineFitness ★★★★★
Onboarding dropped from one hour to ten minutes. Less rework, fewer mistakes, happier clients. Jake Caroll Owner, Greenside Marketing ★★★★★
Apps We Use
- DocuSign
- Microsoft 365
- Google Workspace
- Notion
- Dropbox
- Zapier
- Pipedrive
- Airtable
- Clio / MyCase
- LawPay
- And more…
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Harrison Caldeira — Systems Consultant
Founder, Automanium
From the first inquiry to signed paperwork and funding, we build dependable flows that keep work moving. Map what slows you down, ship a fix in 72 hours, then scale it across the team.
FAQ
Limited Capacity
We only take on 4 custom builds per month. When the calendar is full, new projects start the following month.