Insurance + Better Proposals: Automation with AI
Transform how your Insurance team uses Better Proposals. DeskFerry agents automate processes, cut costs, and boost output.
First-notice acknowledged. Adjuster assignment confirmed:
How does Better Proposals work for insurance teams?
Better Proposals works for insurance teams as the engine behind a DeskFerry agent built around the workflows that actually consume your week.
- 01
Trigger fires
The agent reads context from Better Proposals and the other systems your insurance operation depends on, runs the routine work in the background, and surfaces only the cases that need a human decision.
- 02
For every new claim
Automate repetitive tasks and free up your insurance team to focus on high-value strategic work.
- 03
Proposals acknowledge receipt
Teams typically see faster claims resolution once the agent is in production.
- 04
Request the right documents
Setup is no-code, every action is auditable, and the agent is scoped to the rules your insurance team defines — not a generic template applied to your business.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1For every new claim
- 2Proposals acknowledge receipt
- 3Request the right documents
- 4Assign to the matching adjuster
How it connects
Connect Better Proposals. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Better Proposals with one click, and insurance runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- Better ProposalsConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Better Proposals + DeskFerry can do
Real Better Proposals actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Better Proposals when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Better Proposals from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Better Proposals when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Better Proposals based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Better Proposals to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Better Proposals into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Better Proposals with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Better Proposals based on predefined authorization rules.
Claim CL-44821 received · adjuster Marisa Lim assigned
We received your auto claim from this morning's accident on I-90. Claim number CL-44821 has been opened and assigned to Marisa Lim (direct: 555-0192).
Personalized using LinkedIn activity from the last 30 days.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to e.shaw@homemail.com.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: For every new claim, have @Better Proposals acknowledge receipt, request the rig
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect Better Proposals
Authorize Better Proposals in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Better Proposals — project milestones, invoice events, or client status changes trigger AI actions. For insurance teams, this typically means routing workflows from tools like AMS360 alongside Better Proposals.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Better Proposals while you focus on growth. Track efficiency gains live.
Start automating Insurance for Better Proposals
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How does Better Proposals integrate with DeskFerry for insurance businesses?
DeskFerry connects directly to Better Proposals to automate workflows specific to insurance. Data flows in real-time between Better Proposals and the AI agent, tasks trigger automatically based on insurance events, and your team saves hours of manual processing every week.
What insurance workflows can I automate using Better Proposals and DeskFerry?
You can automate the full range of insurance workflows through Better Proposals — lead processing, data entry, document handling, customer communications, and reporting. The AI agent reads from and writes back to Better Proposals so your insurance data stays centralized.
Can I modify my Better Proposals automation rules for insurance after setup?
Yes. You can adjust your insurance workflow rules for Better Proposals anytime through the no-code builder. Add new triggers, change conditions, update routing logic, or expand to additional Better Proposals-powered insurance automations — all without developer help.
How does DeskFerry keep insurance data secure when using Better Proposals?
All data exchanged between Better Proposals and DeskFerry during insurance processing is encrypted in transit and at rest. We use OAuth for Better Proposals access, maintain complete audit trails, and follow enterprise-grade security practices for insurance compliance.
How does Better Proposals with DeskFerry help Insurance teams handle fnol and claims triage that takes days when minutes matter?
DeskFerry uses Better Proposals as a structured surface for the operational work behind fnol and claims triage that takes days when minutes matter. Instead of your insurance team coordinating manually, the agent listens for the right Better Proposals events, takes the next action, and escalates only when judgment is required — turning a recurring drain into a measurable workflow.
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