Automate Brokerage Operations No Code. No APIs.
Autoworklet watches you complete a task once — and then automates it. From policy status checks, to commission reconciliation, to eligibility checks, save hours a day on repetitive work.
Every application. Every program. Everywhere. No APIs or other requirements.
Built for Busy Brokerage Teams
If your team spends time clicking through carrier portals, transferring client info between systems, or chasing down policy details — Autoworklet can help.
Automate carrier portals without API integrations
Small-to-mid-size brokerages
Growing brokerages looking to scale without adding more back-office staff.
Enrollment support teams
Teams managing open enrollment and year-round client changes.
Independent agents & servicing teams
Solo agents or small teams who need to maximize efficiency.
Back-office admin teams
Support staff handling carrier communications and client updates.
Ready to transform your team's productivity?
Start Automating TodayAutomate Common Brokerage Workflows
Policy Status Checks
Search enrollees across multiple payor portals
verify active coverage and plan details
update CRM or enrollment file
Commission Reconciliation
Review commission statements
match against active policies
flag missing or incorrect payments
update internal tracker
Eligibility Checks
Receive client info
log into carrier portal
search for plan
verify coverage
copy results to CRM
Enrollment Submission
Pull client application data
navigate to carrier site
fill enrollment form
upload docs
submit and log confirmation
Quote Processing
Open client quote request
log into multiple carrier portals
enter demographics
download quotes
compile into one file
Renewal Pricing Checks
Identify upcoming renewals
open carrier portals
pull updated plans and rates
update client files
notify account owner
Each workflow completes autonomously
Transform hours of manual work into automations
Demonstrate once. Automate forever.
If you can do it on a computer, Autoworklet can automate it for you. Find out why we're the most powerful automation platform on the market.
Complete a task on your computer as you would normally. Autoworklet records your clicks and keystrokes easily.
Why Teams Use Autoworklet
Autoworklet watches how your team completes routine computer tasks — and then runs them automatically, again and again.
No APIs or integrations needed
Works right on top of your existing tools — even legacy systems, portals, and PDFs.
Save hours every week
Just record a task once, and Autoworklet handles it on repeat.
Secure and private
Runs locally or in your secure cloud environment.
Reduce human error
Repetitive admin work is mistake-prone, keep humans focused on what they do best.
Scale operations without hiring
Automate across teams without building internal tools or adding headcount.
Integrate Legacy Systems
Automate the most complex systems and workflows to work smarter.
It's like adding a teammate who never gets tired.
Video Examples
Browse the gallery of examples below to see how Autoworklet can help you automate your work.
Example Case Study
See how Autoworklet automates a complex professional workflow and generates a beautiful report.
More Examples
Explore additional automation possibilities
Automate Workflows
Example UseSales Outreach PipelinesRapidly automate personalized research and email outreach to new prospects. Autonomously navigate multiple sites to collect information on your target prospects, and send highly personalized emails automatically
Instantly Builds Apps with Automation
Example UseReal Estate SEO AppImagine a whole new way to build apps, no coding required. Use Autoworklet to demonstrate what you want, and quickly build, package, and deployfull end-user apps.
Automate Everywhere. No Browser of API Required.
Example UseSpotify Native App Playlist CreationUse the power of automation everywhere. Autoworklet works for every app and platform. There are NO requirements to use a browser or API.
Generate Content with Automation
Example UseAutomated Daily BriefingsGenerate beautiful reports, dashboards, and websites, and other content from your automations.
Let's Automate for You
Describe a task your team repeats every day and we'll build a workflow to automate it.
Get Started for FreeLet's Talk Automation
Have a process you'd like to automate? Tell us about it and we'll help you transform your workflow.