{"id":7341,"date":"2026-09-24T10:29:35","date_gmt":"2026-09-24T08:29:35","guid":{"rendered":"https:\/\/www.teciman.com\/digital\/?p=7341"},"modified":"2026-09-24T10:29:35","modified_gmt":"2026-09-24T08:29:35","slug":"automatic-pricing-insurance-brokerage","status":"publish","type":"post","link":"https:\/\/www.teciman.com\/digital\/en\/news\/automatic-pricing-insurance-brokerage\/","title":{"rendered":"Automatic pricing: how to reduce the time spent on each quote in an insurance brokerage by up to 80%"},"content":{"rendered":"<p class=\"isSelectedEnd\">In an insurance brokerage, the <strong>pricing<\/strong> It is an essential task, but it can also be very time-consuming when it requires consulting information, entering data, comparing alternatives, and manually reviewing each policy.<\/p>\n<p class=\"isSelectedEnd\">What would happen if much of this process could be automated?<\/p>\n<p class=\"isSelectedEnd\">In <a href=\"https:\/\/www.teciman.com\/digital\/en\"><strong>T\u00e9ciman Digital<\/strong><\/a> We have developed an automation solution for a car, home and life insurance brokerage that allows <strong>Save up to 80% of the time spent on each billing<\/strong>adapting to the company&#039;s criteria and way of working.<\/p>\n<p class=\"isSelectedEnd\">The goal is not to replace the professional, but to eliminate repetitive tasks so they can focus on what truly adds value: <strong>analyze the information and make decisions<\/strong>.<\/p>\n<h2>What does automatic insurance pricing consist of?<\/h2>\n<p class=\"isSelectedEnd\">The <strong>automatic pricing<\/strong> It involves using technology to collect, process, and compare information needed to calculate or revise the price of a policy, minimizing manual intervention.<\/p>\n<p class=\"isSelectedEnd\">In a brokerage, this process can involve numerous tasks:<\/p>\n<ul data-spread=\"false\">\n<li>Review policies that are about to expire.<\/li>\n<li>Collect the necessary data for its renewal.<\/li>\n<li>Explore different market options.<\/li>\n<li>Compare prices and conditions.<\/li>\n<li>Analyze whether the renewal is appropriate.<\/li>\n<li>Prepare the information for the commercial.<\/li>\n<li>Record the data in the internal systems.<\/li>\n<li>Communicate to the team the actions that require attention.<\/li>\n<\/ul>\n<p class=\"isSelectedEnd\">When these tasks are performed one by one, the time spent on each pricing can increase considerably.<\/p>\n<p class=\"isSelectedEnd\">Automation allows this process to become a much more agile and structured workflow.<\/p>\n<h2>How does pricing automation work?<\/h2>\n<p class=\"isSelectedEnd\">The solution developed by <strong>T\u00e9ciman Digital<\/strong> works following the criteria defined by the brokerage itself.<\/p>\n<p class=\"isSelectedEnd\">Each day, the system automatically identifies the policies that <strong>They expire within the next 40 days<\/strong>From there, the analysis process begins, and the necessary information is prepared so that the team can review each case.<\/p>\n<p class=\"isSelectedEnd\">The automated workflow allows:<\/p>\n<h3>1. Automatically detect policies that are about to expire<\/h3>\n<p class=\"isSelectedEnd\">The system identifies policies that meet the established criteria, preventing the team from having to manually check expiration dates.<\/p>\n<p class=\"isSelectedEnd\">In this way, the brokerage can anticipate renewals and work with a more organized view of opportunities and pending tasks.<\/p>\n<h3>2. Analyze renewals following the brokerage&#039;s criteria<\/h3>\n<p class=\"isSelectedEnd\">Not all companies operate in the same way. Therefore, effective automation must be tailored to the criteria defined by each organization.<\/p>\n<p class=\"isSelectedEnd\">In this case, the solution analyzes the information from the selected policies and applies the rules established by the brokerage to determine how each review should be performed.<\/p>\n<h3>3. Automatically compare market options<\/h3>\n<p class=\"isSelectedEnd\">One of the most time-consuming tasks during a pricing process is comparing alternatives.<\/p>\n<p class=\"isSelectedEnd\">Automation collects and organizes information to facilitate comparison of renewal prices with the different options available on the market.<\/p>\n<p class=\"isSelectedEnd\">Thus, the professional receives the information prepared so that he can assess it without having to manually perform the entire previous process.<\/p>\n<h3>4. The salesperson receives the key information<\/h3>\n<p class=\"isSelectedEnd\">Once the analysis has been carried out, <strong>The salesperson receives an image with the relevant information for each case.<\/strong>.<\/p>\n<p class=\"isSelectedEnd\">This completely changes the way we work.<\/p>\n<p class=\"isSelectedEnd\">Instead of spending time gathering data, performing checks, and preparing information, the professional can focus directly on reviewing it and making the corresponding decision:<\/p>\n<p class=\"isSelectedEnd\"><strong>Keep the policy or look for an alternative?<\/strong><\/p>\n<p class=\"isSelectedEnd\">The decision remains with the professional. Technology takes care of the repetitive tasks behind the scenes.<\/p>\n<h2>From hours of manual labor to an automated process<\/h2>\n<p class=\"isSelectedEnd\">One of the main benefits of this solution is the reduction of the time spent on each pricing.<\/p>\n<p class=\"isSelectedEnd\">In the case developed by T\u00e9ciman Digital, automation allows <strong>save up to 80% of the time spent on each billing process<\/strong>.<\/p>\n<p class=\"isSelectedEnd\">This can have a significant impact when a brokerage manages a high volume of policies.<\/p>\n<p class=\"isSelectedEnd\">Reducing the time of each operation allows the team to:<\/p>\n<ul data-spread=\"false\">\n<li>Manage more renewals with the same resources.<\/li>\n<li>Reduce repetitive administrative tasks.<\/li>\n<li>Having information ready for decision-making.<\/li>\n<li>Minimize manual data entry.<\/li>\n<li>Streamline internal communication.<\/li>\n<li>Dedicate more time to customer service and advice.<\/li>\n<\/ul>\n<p class=\"isSelectedEnd\">Automation isn&#039;t just about doing a task faster. It also allows <strong>change the way work is organized<\/strong>.<\/p>\n<h2>Automation tailored to each company<\/h2>\n<p class=\"isSelectedEnd\">One of the common mistakes when talking about automation is thinking that all companies need to use exactly the same solution.<\/p>\n<p class=\"isSelectedEnd\">At T\u00e9ciman Digital we work differently.<\/p>\n<p class=\"isSelectedEnd\">Every company has its own processes, criteria, systems, and needs. That&#039;s why, before automating, it&#039;s necessary to understand them. <strong>how the team actually works<\/strong>.<\/p>\n<p class=\"isSelectedEnd\">In this project, the solution was developed and installed in <strong>just two weeks<\/strong>adapting to the operation and criteria defined by the client.<\/p>\n<p class=\"isSelectedEnd\">The result is automation integrated into the day-to-day operations of the brokerage, instead of a system that forces the team to completely change the way they work.<\/p>\n<h2>What other administrative tasks can be automated?<\/h2>\n<p class=\"isSelectedEnd\">Pricing is just one example of the possibilities offered by process automation.<\/p>\n<p class=\"isSelectedEnd\">In <strong>T\u00e9ciman Digital<\/strong> We develop solutions tailored to each organization to reduce the time spent on repetitive administrative tasks.<\/p>\n<p class=\"isSelectedEnd\">Among other possibilities, we can automate:<\/p>\n<ul data-spread=\"false\">\n<li><strong>Automatic document submission.<\/strong><\/li>\n<li><strong>Communication and notifications to agents.<\/strong><\/li>\n<li><strong>Automatic recording of information in the systems.<\/strong><\/li>\n<li>Data collection and processing.<\/li>\n<li>Information classification.<\/li>\n<li>Report generation.<\/li>\n<li>Process monitoring.<\/li>\n<li>Notices and reminders.<\/li>\n<li>Transfer of information between different applications.<\/li>\n<\/ul>\n<p class=\"isSelectedEnd\">The goal is to identify those points in the process where the team spends time on repetitive tasks and analyze whether they can be automated.<\/p>\n<h2>Automating doesn&#039;t mean losing control<\/h2>\n<p class=\"isSelectedEnd\">One of the common concerns when a company considers automating processes is whether technology can end up making decisions that should be made by a person.<\/p>\n<p class=\"isSelectedEnd\">The automation of <strong>pricing<\/strong> It can be argued in precisely the opposite way.<\/p>\n<p class=\"isSelectedEnd\">The system collects information, executes rules, performs checks, and prepares the results. The professional receives the structured information and maintains control over the final decision.<\/p>\n<p class=\"isSelectedEnd\">In this way, two elements are combined:<\/p>\n<p class=\"isSelectedEnd\"><strong>The speed and processing capacity of automation + the professional&#039;s judgment and experience.<\/strong><\/p>\n<p class=\"isSelectedEnd\">This combination allows for the creation of more efficient processes without losing human supervision.<\/p>\n<h2>How much time can automation save?<\/h2>\n<p class=\"isSelectedEnd\">The savings depend on each process, the volume of operations, and the degree of manual intervention.<\/p>\n<p class=\"isSelectedEnd\">Therefore, before discussing a specific figure, it is important to analyze how the task is currently being performed.<\/p>\n<p class=\"isSelectedEnd\">In the case of this brokerage, the solution developed by T\u00e9ciman Digital allows <strong>Save up to 80% of the time spent on each billing<\/strong>.<\/p>\n<p class=\"isSelectedEnd\">Furthermore, in general terms, our automation solutions can reach <strong>Reduce the management time of certain administrative tasks by up to 70%<\/strong>, always depending on the process and its characteristics.<\/p>\n<p class=\"isSelectedEnd\">The first step is to identify where the manual work actually is and which parts can be automated.<\/p>\n<h2>Case study: Pricing automation in an insurance brokerage<\/h2>\n<p class=\"isSelectedEnd\">This project demonstrates that automation does not have to be a long or complex process.<\/p>\n<p class=\"isSelectedEnd\">In <strong>just two weeks<\/strong>T\u00e9ciman Digital developed and installed a solution capable of identifying policies that are about to expire, analyzing their renewal, comparing different options, and providing the salesperson with the key information to make a decision.<\/p>\n<p class=\"isSelectedEnd\">The result is a process of <strong>more agile, structured pricing adapted to the brokerage&#039;s way of working<\/strong>.<\/p>\n<p class=\"isSelectedEnd\">You can learn how the solution works in this <a href=\"https:\/\/youtu.be\/Nse3FYYd8F8\" target=\"_blank\" rel=\"noopener\">case study<\/a>:<\/p>\n<div style=\"width: 800px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-7341-1\" width=\"800\" height=\"450\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/www.teciman.com\/digital\/wp-content\/uploads\/2026\/09\/Automatizacion-de-la-tarificacion-1.mp4?_=1\" \/><a href=\"https:\/\/www.teciman.com\/digital\/wp-content\/uploads\/2026\/09\/Automatizacion-de-la-tarificacion-1.mp4\">https:\/\/www.teciman.com\/digital\/wp-content\/uploads\/2026\/09\/Automatizacion-de-la-tarificacion-1.mp4<\/a><\/video><\/div>\n<h2>Does your company spend too much time on administrative tasks?<\/h2>\n<p class=\"isSelectedEnd\">Automation can be applied to many processes that, at first glance, seem too specific or complex to automate.<\/p>\n<p class=\"isSelectedEnd\">The key is to first analyze the process and then design a solution tailored to its specific characteristics.<\/p>\n<p class=\"isSelectedEnd\">In <strong>T\u00e9ciman Digital<\/strong> We analyze how each team works and develop customized automations to reduce repetitive tasks, improve management times, and facilitate daily work.<\/p>\n<p class=\"isSelectedEnd\">If your company spends too much time on <strong>pricing<\/strong>Whether it&#039;s data entry, document submission, process tracking, or any other repetitive administrative task, we can analyze your case.<\/p>\n<p><strong>Tell us how you work and we&#039;ll study which part of the process can be automated.<\/strong>For more information call us at 947 20 91 41 or send us an email to\u00a0<a href=\"mailto:teciman@teciman.com\">teciman@teciman.com<\/a>. Follow us on\u00a0<a href=\"https:\/\/www.linkedin.com\/showcase\/teciman-digital\/?viewAsMember=true\" target=\"_blank\" rel=\"noopener\">LinkedIn<\/a>\u00a0to find out all the news.<\/p>","protected":false},"excerpt":{"rendered":"<p>En una corredur\u00eda de seguros, la tarificaci\u00f3n es una tarea imprescindible, pero tambi\u00e9n puede consumir una gran cantidad de tiempo cuando requiere consultar informaci\u00f3n, introducir datos, comparar alternativas y revisar manualmente cada p\u00f3liza. \u00bfQu\u00e9 ocurrir\u00eda si gran parte de este proceso pudiera realizarse autom\u00e1ticamente? En T\u00e9ciman Digital hemos desarrollado una soluci\u00f3n de automatizaci\u00f3n para una [&hellip;]<\/p>","protected":false},"author":2,"featured_media":7344,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[46],"tags":[],"class_list":["post-7341","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articulos-de-interes"],"acf":[],"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Teciman","distributor_original_site_url":"https:\/\/www.teciman.com\/digital\/en","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/posts\/7341","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/comments?post=7341"}],"version-history":[{"count":1,"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/posts\/7341\/revisions"}],"predecessor-version":[{"id":7345,"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/posts\/7341\/revisions\/7345"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/media\/7344"}],"wp:attachment":[{"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/media?parent=7341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/categories?post=7341"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teciman.com\/digital\/en\/wp-json\/wp\/v2\/tags?post=7341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}