Automations
Automate the way your brokerage already works.
Pick from a library of ready-made automations or describe your own in plain English.
“When a client submits the disclosure, give me a task to review it the next day”
Describe it in words
Type what you want and coverbound draws the rule on the canvas. Change it in words or by hand.
- 22 triggers across questionnaires, documents, the pipeline, claims and cover dates
- 12 actions including tasks, stage moves, questionnaires, document drafts, renewals and claim updates
- Wait steps in whole days, skipping weekends if you like
- It tells you what it couldn't do instead of guessing
Test run
Start the renewal 90 days out
Safe to switch on
- Test run shows exactly what it would do before anything happens
- Client-facing steps stay as drafts unless you choose to send them automatically
- Documents are never sent automatically
- Switch on "90 days before expiry" and it won't fire for dates already gone
The library
- Start the renewal 90 days out
- Get the renewal disclosure moving 75 days out
- Chase a questionnaire that has gone quiet
- The disclosure is in: start marketing
- Draft the renewal report once the disclosure is read
- Accepted: bind, invoice, confirm
- A proposal was declined: find out why while they remember
- The thirty-day coverage review
- A new client has appointed you
- A policy expired with nothing in its place
- Pre-renewal contact, set for Australia or the UK
Already built in
Sending a proposal moves the placement. An acceptance raises the bind task. A lost placement schedules the X-date. No setup.
Also in Automations
Built to be trusted.
Conditions
Only run for retail clients, a class of cover, a total payable, a claim decision and more.
Run history
Every run is recorded. Anything an automation created says so.
Loop limits
Automations can't set each other off endlessly. Daily caps stop a runaway rule.
No backfill
Date rules only look forward, so switching one on doesn't flood your diary.
The right person
Assign to the client owner, the placement owner or a named person. It never guesses between two.
Switch off any time
Pause a single automation or every automation at once.
Before you ask
Questions about automations.
- Do I need to know how to build workflows?
- No. Start from the library or describe the rule in a sentence. coverbound draws it for you.
- Can an automation email my client?
- Client-facing steps are drafts unless you choose otherwise. Documents are never sent automatically.
- What happens to dates that have already passed?
- Nothing. Date rules only fire for dates still ahead.
- Can I see why a task was created?
- Yes. Every task an automation creates is marked with the automation that wrote it.
See it with your own insurer forms.
Book a demo and bring a proposal form. We'll turn it into a questionnaire while you watch.
Book a demo