Insurance brokers across the GCC use TheFlowMinds to automate policy renewal tracking, client document collection, and commission reconciliation—so no renewals fall through the cracks and your team focuses on client service, not spreadsheet management.
Never miss a policy renewal. Automated tracking 90 days in advance with systematic reminders ensures clients stay protected and your renewal rates stay above 90%.
Track claims status, document collection, and client communication automatically—deliver the service quality that builds loyalty.
Scale your brokerage without drowning in admin work. Automated workflows mean you can handle more clients and policies without adding administrative staff.
We design workflows around the actual operational challenges insurance brokers face throughout the Gulf region — not generic global templates.
Tracking policy renewal dates 60-90 days in advance to prevent lapses
Managing client document collection for new policies and renewals
Following up on pending quotes and proposals systematically
Coordinating claims documentation between clients and insurers
Tracking commission payments and reconciling with insurers
Managing annual policy reviews and cross-sell opportunities
Policy renewals slip through the cracks in spreadsheets
Clients complain about last-minute renewal notices
Claims documentation gets lost in email threads
No systematic follow-up on pending quotes
Staff spend hours chasing client documents
Commission reconciliation is manual and error-prone
Messaging conversations contain critical policy details that can't be tracked
No central view of client policy portfolios
We build custom automation workflows that connect your existing tools—no system replacements, no disruption to your operations.
Built with n8n and integrated with your existing tools—insurance platforms, CRMs, spreadsheets, and communication channels. No expensive software purchases required.
Simple, transparent process from discovery to deployment
We understand your operational bottlenecks—document chasing, deadline tracking, client follow-up, or workload distribution.
Detailed scope, timeline, and transparent pricing tailored to your firm's specific workflows and needs.
We build, test, and deploy—your team starts saving time immediately while we handle all technical details.
Book a discovery call to discuss your needs and receive a custom quote.
Book a Discovery CallSpecialized in insurance brokerage workflow automation and policy lifecycle management
Built for GCC insurance brokers (multi-insurer portfolios, commission structures, renewal cycles)
Clear, structured workflows—not hype
Works with your existing CRM and policy management systems—no forced migrations
Supporting insurance brokers across the Gulf region
Automations built around your existing systems
Designed to maximize renewals and minimize lapses
Fast setup with minimal disruption to brokerage operations
See how a typical insurance brokerage sets up and runs renewal tracking with TheFlowMinds automation
Import policy renewal dates, configure 90/60/30-day reminder schedule, set email templates
System sends first reminder 90 days out, follows up at 60 days, escalates at 30 days if no response
Your team sees: 450 policies tracked, 82 renewals this month, 67 confirmed, 15 pending follow-up. Renewal rate improved from 78% to 94%.
No, automations integrate with your existing CRM, policy management systems, or spreadsheets.
Usually 5–14 days depending on scope and number of existing policies.
Yes. Everything is delivered remotely with clear documentation and training.
Yes. Our automations work across your entire portfolio regardless of which insurers you work with. We track renewals, commissions, and claims from all your insurance partners in one unified system.
Book your discovery call and see how we can transform your brokerage operations.
Book a 15-minute Discovery Call