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    "createdAt": "2025-08-07T11:33:01.663Z",
    "description": "### Overview\n\nSupercharge your insurance agency's efficiency with this powerful automation template for n8n. Designed specifically for commercial insurance brokers and agents, this workflow transforms the tedious process of manual application submissions into a streamlined, one-click operation. Stop wasting hours on administrative tasks and start closing more deals. This template handles everything from reading new applications in a Google Sheet to generating custom PDFs and emailing them to the right carriers all in **40 seconds**, allowing you to focus on what matters most: your clients.\n\n### How it works\n\nThis workflow provides a powerful foundation for automating your commercial insurance submissions. It's designed to save you hours of manual work by streamlining the entire process from application intake to carrier communication.\n\nAt a high level, this is what the flow does:\n\n* **1. Fetches New Applications:** Automatically reads new insurance applications from a designated Google Sheet.\n* **2. Filters Suitable Carriers:** Filters a built-in list of carriers to find the best matches for each application based on revenue and industry requirements.\n* **3. Generates Professional PDFs:** For each matched carrier, it automatically generates a professional PDF application using a pre-formatted Google Docs template.\n* **4. Distributes to Carriers:** Emails the personalized application and unique PDF attachment to each matched carrier.\n* **5. Creates a Summary Report:** Once all submissions are complete, it generates a clean HTML summary report and emails it to the broker.\n\n### Set up steps\n\n**Estimated Set Up Time:** 10-15 minutes\n\nThis template is designed for a quick setup. The detailed, step-by-step instructions are included in the Sticky Notes inside the workflow itself.\n\nThe main setup steps are:\n\n* **1. Copy the Google Sheet:** Make a copy of the provided Google Sheet template to your own Google Drive.\n* **2. Connect Your Google Account:** Authorize your Google account for the three required nodes (Google Sheets, Google Drive, and Google Docs).\n* **3. Configure Your Email:** Add your email credentials to the two `Email Send` nodes (one for sending to carriers and one for notifying the broker).",
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                {
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                  "icon": "🧾",
                  "label": "Automatically Adding Expense Receipts to Google Sheets with Telegram, Mindee, Twilio, and n8n"
                },
                {
                  "url": "https://n8n.io/blog/supercharging-your-conference-registration-process-with-n8n/",
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                {
                  "url": "https://n8n.io/blog/creating-triggers-for-n8n-workflows-using-polling/",
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                },
                {
                  "url": "https://n8n.io/blog/no-code-ecommerce-workflow-automations/",
                  "icon": "store",
                  "label": "6 e-commerce workflows to power up your Shopify s"
                },
                {
                  "url": "https://n8n.io/blog/migrating-community-metrics-to-orbit-using-n8n/",
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                  "label": "Migrating Community Metrics to Orbit using n8n"
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                {
                  "url": "https://n8n.io/blog/automate-google-apps-for-productivity/",
                  "icon": "💡",
                  "label": "15 Google apps you can combine and automate to increase productivity"
                },
                {
                  "url": "https://n8n.io/blog/your-business-doesnt-need-you-to-operate/",
                  "icon": " 🖥️",
                  "label": "Hey founders! Your business doesn't need you to operate"
                },
                {
                  "url": "https://n8n.io/blog/how-honest-burgers-use-automation-to-save-100k-per-year/",
                  "icon": "🍔",
                  "label": "How Honest Burgers Use Automation to Save $100k per year"
                },
                {
                  "url": "https://n8n.io/blog/how-a-digital-strategist-uses-n8n-for-online-marketing/",
                  "icon": "💻",
                  "label": "How a digital strategist uses n8n for online marketing"
                },
                {
                  "url": "https://n8n.io/blog/why-this-product-manager-loves-workflow-automation-with-n8n/",
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                {
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                },
                {
                  "url": "https://n8n.io/blog/how-a-membership-development-manager-automates-his-work-and-investments/",
                  "icon": "📈",
                  "label": "How a Membership Development Manager automates his work and investments"
                },
                {
                  "url": "https://n8n.io/blog/aws-workflow-automation/",
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                }
              ],
              "primaryDocumentation": [
                {
                  "url": "https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.googlesheets/"
                }
              ],
              "credentialDocumentation": [
                {
                  "url": "https://docs.n8n.io/integrations/builtin/credentials/google/oauth-single-service/"
                }
              ]
            },
            "categories": [
              "Data & Storage",
              "Productivity"
            ],
            "nodeVersion": "1.0",
            "codexVersion": "1.0"
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        },
        "group": "[\"input\",\"output\"]",
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            "name": "Productivity"
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              "Condition",
              "Logic",
              "Boolean",
              "Branch"
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                  "icon": "🏭",
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                {
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                {
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                {
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                {
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                {
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        },
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          "type": "icon"
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        "typeVersion": 2,
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        "codex": {
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            "alias": [
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              "Concatenate",
              "Wait"
            ],
            "resources": {
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                  "icon": "🏬",
                  "label": "How to synchronize data between two systems (one-way vs. two-way sync"
                },
                {
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                {
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                },
                {
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                {
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            "codexVersion": "1.0",
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                {
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                {
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                {
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        "displayName": "Code",
        "typeVersion": 2,
        "nodeCategories": [
          {
            "id": 5,
            "name": "Development"
          },
          {
            "id": 9,
            "name": "Core Nodes"
          }
        ]
      },
      {
        "id": 838,
        "icon": "fa:mouse-pointer",
        "name": "n8n-nodes-base.manualTrigger",
        "codex": {
          "data": {
            "resources": {
              "generic": [],
              "primaryDocumentation": [
                {
                  "url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.manualworkflowtrigger/"
                }
              ]
            },
            "categories": [
              "Core Nodes"
            ],
            "nodeVersion": "1.0",
            "codexVersion": "1.0"
          }
        },
        "group": "[\"trigger\"]",
        "defaults": {
          "name": "When clicking ‘Execute workflow’",
          "color": "#909298"
        },
        "iconData": {
          "icon": "mouse-pointer",
          "type": "icon"
        },
        "displayName": "Manual Trigger",
        "typeVersion": 1,
        "nodeCategories": [
          {
            "id": 9,
            "name": "Core Nodes"
          }
        ]
      }
    ],
    "categories": [
      {
        "id": 35,
        "name": "Document Extraction"
      }
    ],
    "image": []
  }
}