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Custom-built automation for fast-moving agencies

Automation Services That Help Your Agency Scale

We help insurance and financial agencies implement secure automation systems that streamline follow-ups, renewals, and compliance, with no generic plug-ins or DIY setups. You’ll get a custom blueprint, hands-on support, and automation that actually works.

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Why Leading Agencies Choose Lava for Automation

Custom Automation That Actually Moves the Needle

Lava helps modern agencies unlock growth with intelligent automation. We design CRM systems, lead follow-up workflows, renewal processes, and recruiting pipelines that reduce manual work and keep your pipeline consistently moving, all with secure infrastructure and expert support.

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Proven Blueprints Built by $50M+ Agencies

We don’t start from scratch, we deploy automation templates modeled after high-growth agencies. These blueprints are tested, battle-proven, and ready to go.

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Tailored to Your Team, Tech, and Timeline

Every agency is different. We customize each workflow around your lead sources, tech stack, and team structure so it fits your business like a glove.

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Strategic Coaching (Not Just Setup Help)

You get more than setup, you get insight. If there’s a smarter, faster, or more scalable way to run your pipeline, we’ll show you how to get there.

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60-Day Build. Ongoing Coaching.

In 60 days, we fully implement your system and train your team on best practices. From there, we shift into coaching to ensure you stay on track and fully adopt what we built.

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A Look Inside the Automation Engine

What’s Included in Your Custom Automation System

Each system is tailored to your agency’s structure, equipping your team with the tools, templates, and training to streamline operations and scale faster.

Lead Management Automation

Not every lead is the same, nor should be your automated communication.

Smart Forms

From Fact Finders, to Renewal Surveys, we help you deliver superior customer experience with smart forms that make your clients and prospect feel like you went the extra mile

Appointment & Follow Up Automation

Whether you’re waiting on a decision, payment to bind, or supporting documents, we have workflows that take the effort off your team

Onboarding & Service Automation

Nothing sets you up for long term success by setting the correct expectations early on. Our campaigns ensure you’re clients feel like there is a plan to manage their accounts

Renewal Automation

Keep more customers and uncover additional sales.

Access and Permission Configuration

Protecting your data matters most and ensuring your team is configured to focus on the appropriate work.
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Real Results for Real Agencies

See why over 200 agencies have trusted us to automate over 2 billion in premium.
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2 Weeks Recovered Per User, Every Month

With automated follow-ups built into the CRM, each team member saves roughly 80+ hours monthly in manual outreach and task tracking.

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Cross-Sell Requests Triggered at Renewal

Agencies with <2 policies per household typically generate 30% automated cross-sell opportunities per renewal cycle, creating new premium and stickier accounts.

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Ongoing Support, Your Way

Clients get access to live scheduled coaching, on-demand support when they need it, and a robust LMS so team members can train at their own pace.

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Launch and grow with Lava’s automation platform

How It Works

Launch, scale, and stay supported with automation. Each step is simple, collaborative, and built to drive adoption quickly.
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Book a Demo

Talk with our team to explore how automation can streamline your workflows, free up your team, and drive consistent follow-up.
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Get a Custom Plan

We’ll build a tailored roadmap based on your agency’s tech stack, lead sources, and growth goals, including our $50M blueprint templates.
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Onboard with Ease

Over 60 days, we set up your CRM, configure automation, and train your team so the system delivers from day one.
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Execute and Evolve

After launch, our coaching model kicks in, with strategic check-ins, adoption reviews, and ongoing support to keep you moving forward.
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Transparent Pricing, Real Value

Pricing Overview

Our pricing is built for clarity, no retainers, no hidden fees, and no vague quotes. Whether you're adding automation, hiring a VA, or doing both, we scale with your agency’s goals and team size.

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Hear from past clients

“Partnering with Lava changed everything. We went from struggling with clunky, homegrown automation to a fully integrated CRM and VA setup that doubled our premium in one year. The team at Lava just gets it, and they helped us move fast.”

Ross Bennett, VP at Heaton & Bennett Insurance

“The smartest thing I did for my business was hiring a virtual assistant through Lava. After the first 60 days of training, it completely changed how we work. I’m more productive as an agency owner and our whole team runs more efficiently.”

Kim Matthews, Owner, Associated Insurance Services

“From day one, Lava’s team matched me with VAs who were the right fit and got them trained fast. It’s freed me up to focus on growth while they handle the daily tasks. Communication has been seamless, Lava’s a long-term partner for us.”

Andy Goetz, Founder, LTC Specialists

Finding the Right Fit Matters

Are You Automation Ready?

We want every client to succeed. That’s why we work best with agencies who are ready to commit to the systems, structure, and support that drive long-term results.

We’re Not a Good Fit For You If...

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You’re just looking for a quick fix without changing core processes.

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You expect automation to work perfectly without any team involvement.

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You’re resistant to updating workflows or standardizing your operations.

We’re a Good Fit For You If...

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You’re ready to build a long-term, scalable growth engine for your agency.

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You want to eliminate repetitive tasks that bottleneck your team’s productivity.

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You see the value in partnering on strategy, implementation, and ongoing coaching.

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What agencies ask us most

Automation FAQs

How long does it take to implement your automation system?

Do I need to change my current workflows or tech stack?

How do you keep our data secure?