The competition is very tough in the insurance sector, and customers are always getting more than one potential policy that they are looking for from different companies. What it requires for an insurance agency is to get efficient and agile to survive in such conditions. It can be done through the advancement and modernization of the insurance procedure, but in a secure and cautious way. These all can be done easily through the insurance agency automation tool. It provides a customized solution that the insurance institutions can optimize to deal with complicated business requirements cost-effectively and faster.