On Policygenius’ engineering team we are always considering what is the best tool for the job. This means that our team is often learning and evaluating different cutting edge tech, one of my favorite parts of working at Policygenius.

Of course, the tech must serve a purpose and for this journey that purpose was to build a system that can automate tedious and repetitive tasks done manually by our in-house operations team.

For example, when a life insurance client has a medical exam scheduled, an operations team member would manually reach out to the client via our in-house-built CRM with a friendly reminder about the upcoming exam. There are many other examples of daily tasks like this that do not always require human, manual intervention; they take time out of the busy agent’s day and may not always be informing the client as soon as the update happens. …

Adrien Atallah

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