Custom-built automation for fast-moving agencies

Automation Trusted by 300+ Agencies.

We map your workflows, build automation around your actual carriers and processes, and stay involved after launch.

You get a system that runs your follow-ups, renewals, and compliance tasks automatically, so your team can stay focused on revenue.

Book a Demo View Pricing

Automation

TRUSTED BY

Inside Every Insurance Agency Automation Build

Lava delivers workflow automation for insurance agencies built around your actual operations. We design CRM systems, lead follow-up sequences, renewal processes, and recruiting pipelines that reduce manual work and keep your pipeline consistently moving, all backed by secure infrastructure and expert support.

Proven Blueprints

We use frameworks built across our network of 300+ agencies. Your insurance agency automation is designed on the collective knowledge of our most successful partners.

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 works the way your agency actually operates.

Secure by Design

Everything runs within Lava's SOC 2 certified infrastructure. Your data is protected from day one.

90-Day Build. Support Continues

Your automation is live in 90 days, and Lava remains involved afterward through performance reviews to keep it running the way it should.

Book a Demo Learn Pricing

Training Team - For Website

A Look Inside the Automation Engine

What’s Included in Your Custom Insurance Process Automation System

Everything we build is configured around your agency's workflows and tech stack. This is insurance process automation designed specifically around your operations.

Lead Management Automation

Every lead moves through a defined follow-up sequence automatically.

Smart Forms

Forms are built to gather the right information at the right time, whether it is a fact finder or a renewal survey.

Appointment & Follow Up Automation

Automated follow-ups run in the background so your team stays focused on clients who are ready to move.

Onboarding & Service Automation

Every new client enters a structured onboarding that sets expectations early.

Renewal Automation

Renewal reminders trigger automatically based on policy dates.

Access and Permission Configuration

Every user is configured with role-based access so data stays protected.

Book a Demo View Pricing

Why 300+ Agencies Choose Lava

Each team member saves 80+ hours every month previously spent on manual outreach and task tracking with insurance agency automation running in the background.

$0

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.

0%

30% Cross-Sell Requests Triggered at Renewal

Up to 30% of renewals trigger an automated cross-sell request through Lava's insurance process automation, turning single-policy households into multi-line accounts.

0%

100 % Ongoing Support, Your Way

Every client gets a dedicated Lava representative, live coaching sessions, on-demand support, and a full learning management system.

Book a Demo View Pricing

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.

Book a Demo

Walk through your workflows with our team. We identify where insurance agency automation creates the most immediate impact for your agency.

Get a Custom Plan

We build a step-by-step automation strategy around your carriers, tech stack, and team structure, including our $50M blueprint templates.

Onboard with Ease

We handle the full build, configuration, and team training. Your system is live and running in 60 days.

Execute and Evolve

Your dedicated Lava representative stays involved through coaching and performance reviews so your insurance process automation keeps delivering as your agency grows.

Book a Demo See Pricing

Transparent Pricing, Real Value

Pricing Overview

Transparent pricing built around what your insurance agency actually needs. No retainers. No vague quotes. Just a clear plan and a fixed cost before we build anything.

Book a Demo View Pricing

LAVA

Hear from past clients

“We started with about $8 million in written premium. Now we are sitting at about $46 million. Lava took the time to understand our specific needs and build a custom automated follow-up system for our new leads, customer service, insurance renewals, and recruiting. It was like they knew exactly what we needed even before we did."

— Mark Rodgers

"Within a couple of months, we saw a real impact. New business quotes became more efficient, and our current customers gave us better feedback through the life changes survey. I have been able to double, if not triple, the number of requotes I handle because the system is so much more detailed and efficient."

— Brandi Nagel

"Lava Automation has been the most impactful technology we have brought into our agency. Building out our CRM let us actually document our processes and follow them, from tracking producer goals to service pipelines to a personal and commercial lines renewal process with a touchpoint at every client."

— Kali Dewitt

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...

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

You expect automation to work perfectly without any team involvement.

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

We’re a Good Fit For You If...

You are ready to build long-term, scalable insurance agency automation.

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

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

Book a Demo View Pricing

What agencies ask us most

Automation FAQs

How long does it take to implement your insurance agency automation system?

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

How do you keep our data secure?