Automation

Insurance Automation Software for distribution at scale

Workflows for onboarding, quoting, binding, renewals, claims and reporting — orchestrated across producers, carriers and channels. AI where it adds value, deterministic rules where it doesn't. Distribution management without spreadsheets.

How automation layers in Aron

Three layers — visual workflows, API events, autonomous agents.

01

Visual workflows

Drag-and-drop flows for onboarding, document collection, claim intake, mid-term changes, renewal sequences. No-code where it makes sense, JSON config where teams prefer it.

02

Events and webhooks

Every action emits a typed event. Subscribe with webhooks, trigger Zapier-style automations, fan out to data lakes — all in real time.

03

AI agents on top

When a workflow needs judgement — read this document, decide which carrier — an AI agent handles that step inside the same orchestration.

What you can automate

Most insurance workflows, end to end.

Process orchestration

Onboarding, KYC, document collection, claim FNOL, complaint handling, renewal sequences. All configurable, all auditable.

Multi-channel distribution

Direct, agent-mediated, broker-mediated, embedded-on-partner. The same policy lifecycle runs across channels, with channel-specific rules and commissions.

Carrier integrations

25+ carriers natively integrated, plus our AI agent fallback for portal-only carriers. New integrations onboarded in days.

Open events API

Every policy event, every quote, every endorsement is published as a typed event. Plug your BI, your data lake or your in-house automations directly.

Conditional logic and SLAs

Workflows with branches, timers and SLAs. Escalate when a step is late. Re-route when conditions change. Always logged.

AI-in-the-loop

Insert an AI step inside any workflow — classify a document, draft a reply, pick a carrier — with human approval gates where you want them.

What automation buys you

2-3×
Producer output
Real-time
Distribution KPIs
Event-driven
Open architecture
Audit-grade
Every workflow step

Insurance automation vs. generic RPA / iPaaS

Insurance-aware events

Generic automation platforms emit 'webhook fired'. Aron emits 'policy_bound', 'endorsement_issued', 'claim_notified' — semantic, typed, useful.

AI agents over RPA

Rule-based RPA breaks the moment a portal moves. Aron's AI agents reason over the page contents — they adapt.

Distribution model, not workflow widget

Multi-channel distribution (direct + broker + embedded) needs more than a no-code form. Aron handles the policy, commission and compliance differences per channel.

Audit by default

Every automated step carries the same audit metadata as a human action. Generic iPaaS rarely encodes this — and regulators notice.

Frequently asked questions

Is this insurance distribution management software, or workflow software?

Both — and they're the same system. Distribution management means automating the channel-specific differences in how a policy gets quoted, bound, paid and renewed. Workflows are the mechanism.

How does this compare to Zapier or generic iPaaS?

Aron emits typed insurance events ('policy_bound', 'claim_notified') instead of generic webhooks. The workflows know about policies, commissions and compliance. iPaaS sits on top of Aron, not around it.

Can we automate carrier-side operations?

Yes — bordereau generation, premium remittance, loss reporting are all orchestrated by Aron for MGA operations. See the MGA Insurance Software page.

Do automations carry audit trails?

Yes — every step of every automation is logged with who/when/what, including AI-in-the-loop steps. Regulators see the same audit trail as for human actions.

Can we build custom automations?

Yes. Visual workflows for common patterns, JSON/YAML for advanced teams, code-level extensions via the API for full custom logic.

Will automation make us less compliant, not more?

Usually the opposite. Automated workflows enforce the disclosure, the eligibility check and the consent capture every time — humans forget. We help configure them to your regulatory regime during onboarding.

See a workflow built live

Bring a manual process you do today. We'll show you the same process automated in Aron — on the demo call.