Automation Capabilities
What We Automate
Every RunFrame deployment includes custom automations built for your specific workflows. Here is what that looks like across the industries we serve.
Insurance Agencies
Renewal Season on Autopilot
Renewal Outreach Sequences
AI sends personalized 60/30/15-day renewal reminders. Each message references the client's policy details, coverage gaps, and premium changes.
Policy Change Processing
AI reads incoming change requests, extracts the relevant details, updates your management system, and drafts the confirmation to the client.
Client Communication
AI drafts professional, on-brand responses to client inquiries in seconds. Your AMs review and send — cutting response time from hours to minutes.
Claims Support Triage
AI categorizes incoming claims, pulls relevant policy data, and routes to the right adjuster with a pre-built summary. No more manual sorting.
Premium Increase Explanations
AI generates personalized letters explaining rate increases — referencing market data, claims history, and coverage value. Reduces churn from sticker shock.
Cross-Sell Identification
AI analyzes existing policies to find coverage gaps, then drafts personalized cross-sell recommendations for your AMs to review and send.
47+ automations deployed across 3 industries
Each one custom-built for your exact workflows
Private Lending
From Intake to Investor Report — Automated
Loan File Document Review
AI reads and extracts data from loan applications, appraisals, title reports, and borrower docs. Flags inconsistencies before a human ever touches the file.
Investor Reporting
AI compiles monthly and quarterly investor reports from your loan data — portfolio performance, delinquency rates, and projected returns. Delivered on schedule, every time.
Borrower Communication
AI handles status updates, document requests, and closing coordination. Borrowers get fast, professional responses without your team typing a word.
Deal Pipeline Management
AI updates your CRM automatically from emails, calls, and documents. Every deal stage, every contact, every note — captured without manual entry.
Underwriting Pre-Screening
AI reviews loan applications against your criteria before they reach an underwriter. Flags red flags, missing documents, and deal-breakers upfront.
Compliance Document Generation
AI auto-generates required disclosures, truth-in-lending statements, and regulatory docs from deal data. Reduces compliance risk and saves hours per deal.
Every Business
The Automations Every Company Needs
Email Triage & Drafting
AI categorizes incoming email by priority and department, then drafts responses for review. Your team handles 3x the volume in half the time.
Meeting Preparation
AI compiles pre-meeting briefs from your CRM, calendar, and recent communications. Walk into every meeting fully prepared without 30 minutes of research.
Weekly Reporting
AI generates performance reports from your tools automatically — sales pipeline, project status, financial summaries. No more Sunday night spreadsheet sessions.
CRM Hygiene
AI detects stale records, missing fields, duplicate contacts, and outdated deal stages. Your CRM stays clean without a dedicated admin.
Document Generation
AI creates proposals, statements of work, invoices, and contracts from templates using deal data. Professional documents in seconds, not hours.
Team Accountability
AI-driven check-ins track task completion, flag overdue items, and generate accountability reports. Performance data replaces subjective opinions.
Which Automations Would Transform Your Business?
Every company is different. Book a free 30-minute assessment and we will map the automations that will save your team the most time.