Company Profile
Company Type
Independent insurance agency
Team Size
30-150 employees
Industry
Insurance
Key Challenge
Struggling with inefficient manual social media processes that were slowing growth and increasing operational costs. Their primary concern was fraud prevention.
Tools Connected
The Challenge
This independent insurance agency had reached a breaking point with their manual social media process. With 30-150 employees managing daily insurance operations, the team was spending an average of 25+ hours per week on repetitive social media tasks that added no strategic value. The workload was unsustainable, and errors were becoming more frequent as volume grew.
The consequences extended beyond wasted time. In their insurance business, delayed social media created a cascade of downstream problems — missed deadlines, frustrated stakeholders, and data quality issues that undermined decision-making. The team had tried hiring additional staff, but the cost was prohibitive and training new employees on their complex insurance processes took months. They needed a solution that could handle their current volume and scale with their growth, without requiring a proportional increase in headcount.
The Solution
The team selected Arahi AI to automate their insurance social media workflow end-to-end. Implementation began with connecting their core tools — Applied Epic, Gmail, and Slack — to the Arahi AI platform. Using the no-code builder, they configured AI agents that replicate their best-performing team member's decision-making process, but at machine speed and consistency.
The AI agents handle every step of the social media process: receiving incoming requests or triggers, analyzing the context using insurance-specific rules, making intelligent routing decisions, executing the core actions, and notifying the right stakeholders. What previously required 45+ minutes of manual work per instance now completes automatically in under 2 minutes. The agents also learn from corrections, continuously improving their accuracy. The team connected Google Sheets for tracking and reporting, giving leadership real-time visibility into social media performance metrics for the first time.
The Results
Measurable improvements across key insurance social media metrics.
Processing Time
96% faster
Before
45+ minutes per task
After
< 2 minutes
Manual Hours per Week
88% reduction
Before
25+ hours
After
< 3 hours
Error Rate
92% fewer errors
Before
8-12% manual errors
After
< 1% with AI
Operational Cost
88% savings
Before
$6,500/month
After
$800/month
Team Capacity
10x scale
Before
Limited by headcount
After
10x throughput
“We went from spending half our day on social media to having it just happen automatically. The AI agents handle the routine work perfectly, and our insurance team can focus on the strategic decisions that actually move the needle. I wish we had done this a year ago.”
VP of Operations
Independent insurance agency
Key Takeaways
The most important lessons from this insurance social media automation project.
AI-powered social media automation eliminated 88% of manual processing time for this insurance team, freeing staff to focus on high-value strategic work.
Implementation took less than a day — the no-code approach meant no IT bottleneck or months-long development cycle.
Error rates dropped by over 90%, significantly improving data quality and downstream decision-making.
The ROI was realized within the first month, with the solution paying for itself multiple times over through cost savings and productivity gains.
Implementation Timeline
From zero to production in 2 hours — here's how they did it.
Step 1: Connected insurance tools to Arahi AI
Integrated Applied Epic, Salesforce, and DocuSign with Arahi AI using pre-built connectors — no API keys or custom code required. The team verified data flow between systems in under 15 minutes.
Step 2: Configured AI agent business rules
Defined the insurance-specific rules for social media: scoring criteria, routing logic, escalation thresholds, and exception handling. The team used Arahi AI's visual rule builder to translate their existing process into automated workflows.
Step 3: Tested with live insurance data
Ran the AI agents on a week's worth of historical social media data to validate accuracy and identify edge cases. Made minor adjustments to scoring weights and routing rules based on the results.
Step 4: Launched and monitored
Deployed the AI agents to production with the entire team notified via Google Sheets. Monitored the first 48 hours closely, confirming 99%+ accuracy before reducing oversight to weekly reviews.
Setup Time
2 hours
AI Agents
2 AI agents
Tools Connected
5 integrations
Frequently Asked Questions
Common questions about automating social media in insurance.
Related Case Studies
Explore more AI automation success stories.
More Insurance Case Studies
Social Media in Other Industries
This case study represents a typical customer scenario. Individual results may vary.