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Any recommendation on building insurance zaps

Hi ​@Mr G,

 

Welcome to the Community.

 

Automating insurance workflows with Zapier can save time and reduce manual tasks. For example, you can set up Zaps to send policy renewal reminders, automate steps for new policy setups, create functions for claim management, and sync data across multiple platforms like CRMs and email tools. Identify repetitive tasks, build Zaps to handle them, and test thoroughly to ensure smooth operation.

 

I hope this helps. Please let us know if you have any other questions or if there's anything else we can do to assist you.
 

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