ApproveThis manages your Insurgo approvals.

When Bureaucracy Meets Automation

Let’s be real – insurance isn’t exactly known for being fast and loose. Compliance matters. Paperwork piles up. And waiting for John from accounting to approve that new client file? That’s how deals die in email purgatory. But here’s the thing: ApproveThis and Insurgo just turned the approval process into something that actually works for brokers instead of against them.

ApproveThis handles the decision-making circus – routing requests, chasing approvals, enforcing rules. Insurgo keeps client and contract data organized. Connect them through Zapier, and you’ve got a system where approvals happen before your underwriters start mainlining coffee. No more herding cats to get sign-offs. No more manually updating records. Just processes that move at the speed of actual business.

Why This Combo Works (When Others Don’t)

Most approval tools treat insurance workflows like they’re selling SaaS subscriptions. ApproveThis gets that brokerages need conditional logic ("If claim exceeds $X, escalate to regional manager"), audit trails, and approvals that work through email because let’s face it – your external partners aren’t logging into yet another portal.

Insurgo’s strength is keeping client and policy data razor-sharp. But when every new contract or client file requires five people to bless it, bottlenecks form. That’s where the Zapier integration shines:

• No extra logins for approvers: Partners, external counsel, or C-suite execs approve via email. No Insurgo license required.
• Rules > chaos: Auto-approve routine contracts under $50k? Route high-risk clients to legal? Done.

Real Workflows for Actual Insurance Humans

This isn’t “software for the sake of software.” Here’s how mid-sized brokerages use the integration:

1. Client Onboarding That Doesn’t Suck

The problem: New client forms sit in someone’s inbox while sales reps blow up Slack asking for updates.

The fix: Every time a Insurgo client profile is created, ApproveThis:

• Checks if the client’s in a high-risk category
• Routes to compliance + underwriting if yes
• Auto-approves standard profiles

Who cares: Sales teams get paid faster. Compliance sleeps better. And John from accounting? He only gets pinged when actually needed.

2. Contracts That Don’t Require a Paper Trail

The problem: Version 12 of a policy draft gets emailed to the wrong person. Again.

The fix: When Insurgo generates a new contract:

• ApproveThis creates a single source of truth
• Stakeholders comment/approve in one thread
• Approved docs auto-update in Insurgo

Who cares: Legal stops playing whack-a-mole with document versions. Errors in finalized policies drop because everyone’s looking at the same damn thing.

3. Escalations That Actually Work

The problem: A $2M claim approval waits on someone who’s vacationing in Bali.

The fix: ApproveThis’s vacation delegation:

• Auto-reassigns approvals after 24hrs
• Flags urgent requests for manual escalation

Who cares: Claims adjusters don’t have to play detective to find out who’s covering approvals. Clients get updates faster.

Setup That Doesn’t Require an IT Degree

If you can set up a Slack channel, you can connect ApproveThis and Insurgo:

1. Pick your trigger: New Insurgo client? Contract? Custom form submission?
2. Build approval rules: Who needs to approve what, in which order, with what thresholds.
3. Connect outcomes: Approved? Update Insurgo automatically. Denied? Trigger a review task.

Example: A regional brokerage automated surplus lines approvals in an afternoon. Their VP literally said, “Wait, that’s it?” when the first test request auto-routed to their reinsurance partner.

Why Your Team Will Actually Use This

Most process tools fail because they’re more work than the problem they solve. Not here:

For Underwriters

ApproveThis’s calculated fields automatically flag when a client’s risk score exceeds thresholds. No more manual reviews of every submission.

For Sales Teams

See real-time approval statuses in Insurgo. No more promising clients, “I’ll chase approvals and get back to you.”

For Compliance Officers

Auto-archive approved/denied requests with full audit trails. Because regulators love paper trails that don’t involve actual paper.

The Bottom Line (No Fluff)

ApproveThis isn’t another app to manage. It’s the glue between Insurgo and how work actually gets approved. For teams tired of:

• Chasing signatures
• Updating records manually
• Explaining why something’s delayed…again

This integration cuts approval cycles from days to hours. Without making your team learn new software.

Do This Next

If you’ve ever thought, “There’s got to be a better way” when:

• A hot prospect waits on internal sign-offs
• An agent misses a deadline because someone didn’t approve docs
• Auditors ask for approval records from Q2

…then stop letting approval chaos dictate your pace. Get started with ApproveThis or schedule a 15-minute demo that shows exactly how this works with Insurgo.