Your producers should be selling, not re-typing.
Knotwork enters client and policy details into your agency management system from the applications, renewals and emails your team already handles, and waits for your okay before saving.
What you can hand it
New business in
Client, vehicle and coverage details from an emailed application, entered into your agency system the way your CSRs would.
Renewal lists
Upcoming renewals and expiring policies exported on a schedule and sent to the right people.
Carrier updates
Policy numbers and changes from carrier spreadsheets and emails, entered without anyone re-keying them.
Your okay first
It shows exactly what it's about to save and waits. Every run keeps a record of the screens it saw.
Each app is checked on a real computer before we call it proven. The proven list is on the homepage.
How it works
- 01Describe the jobIn plain English, the way you'd brief a new hire. Knotwork writes the plan and shows you every step first.
- 02It follows your rulesTeach it once. It keeps a playbook for each of your apps, and follows your rules every time.
- 03You say yes, it savesNothing is saved without your okay, and every run can be replayed screen by screen.
Built for the person who has to say yes
Automation you can hand real work to, because you can see and stop everything it does.
Nothing saved without your okay
It pauses, shows exactly what it's about to save and the screen it's on, and waits for you. Approve from your phone.
It learns your way of doing things
Teach it rules like you would a new hire. It keeps a playbook for each app and follows it every time.
Every run, replayable
Each task keeps every screen it saw and every step it took. Share a replay with anyone you choose.
Only the apps you choose
The limit is enforced on your own computer, not just in the instructions. Personal apps are always off-limits.
See it on your own software.
Start a free trial and we’ll set up your first automation with you, or book a call and bring the task your team dreads most.