Grow Your Book
Automatically message leads via voicemail, forced calls, SMS, emails, Facebook and more! Create campaigns and smart workflows to nurture leads and improve closing ratios.
Generate More Leads
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system and more!
Improve retention ratios
Use our built-in workflows to manage the your Renewals pipeline more effectively. Use Automation and tight integration with Nowcerts to improve your customer service experience.
Grow Your Book
Automatically message leads via voicemail, forced calls, SMS, emails, Facebook and more! Create campaigns and smart workflows to nurture leads and improve closing ratios.
Generate More Leads
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system and more!
Improve retention ratios
Use our built-in workflows to manage the your Renewals pipeline more effectively. Use Automation and tight integration with Nowcerts to improve your customer service experience.
Improve customer support and satisfaction
Automate365 is the perfect partner for your Nowcerts AMS
The comprehensive integration between Automate365 and Nowcerts allows events and data to flow seamlessly between the two systems. Use Automate365 forms to generate Quote applications which automatically become prospects in Nowcerts and can be sent for quoting with a few clicks. Carrier downloads events like Pending Cancel, New Business, Policy Changes, Renewal Quotes, etc. automatically trigger predefined workflows in Automate365 helping your agency be proactive in addressing any policy events or service requests. The tight, two-way integration between the Nowcerts AMS and the Automate365 CRM is the magic potion that creates incredible value for your agency, unrivaled by any other option out there.
ELEVATE YOUR BUSINESS - LEAVE THE COMPETITION IN THE DUST!
Intuitive
Automate CRM is designed with the enduser in mind. Workflows, Pipelines, and Campaigns are easy to learn and use. You won't need hours and hours of training and instructions.
Secure
Automate CRM is hosted in a secure cloud environment that uses a firewall and other advanced technologies such as encryption and authentication to prevent interferences.
Intelligent
Automate CRM is intelligently designed and engineered, it also includes a number of intuitive artificial intelligence features that will increase your Agency IQ.
Intuitive
Automate CRM is designed with the enduser in mind. Workflows, Pipelines, and Campaigns are easy to learn and use. You won't need hours and hours of training and instructions.
Secure
Automate CRM is hosted in a secure cloud environment that uses a firewall and other advanced technologies such as encryption and authentication to prevent interferences.
Intelligent
Automate CRM is intelligently designed and engineered, it also includes a number of intuitive artificial intelligence features that will increase your Agency IQ.
Tons of Useful Features
Integrated with NowCerts
Insured and Prospect data flows between the two systems without Zapier or any additional configurations.
Insurance Workflows
Predesigned insurance specific templates Automation of business-as-usual processes. Automation of time-consuming, manual, and repetitive tasks.
Reputation management
You can automatically send review requests. Filter the positive and negative reviews. Post to various platforms or respond as needed.
Mass email and SMS
Effortlessly and efficiently reach your contacts all at once. Choose your target audience. Save time.
Pipelines
Pre-configured pipelines. Create new pipelines or personalise the existing ones to suit your organisation. Automate your customers' journey - from prospecting to renewals.
Sites
Prebuilt, yet customizable funnels. Build full-featured websites with custom menus. Capture leads through surveys and forms/applications.
Calendars
Customisable calendar view. Online appointments scheduling. Share your calendar with customers. Capture all appointments in one place. Link your various calendars.
Conversations
All in one place communication with your customers. Send and receive emails, SMS / MMS, Facebook Messanger, WhatsApp, Google My Business messages, and more. Access your customer’s personal and policy information while chatting with them.
Contact manager
Easy to filter on your preferences. Save your preferred search criteria. Effortlessly access your customer data, add them to campaigns, and more.
Integrated with NowCerts
Insured and Prospect data flows between the two systems without Zapier or any additional configurations.
Insurance Workflows
Predesigned insurance specific templates Automation of business-as-usual processes. Automation of time-consuming, manual, and repetitive tasks.
Reputation management
You can automatically send review requests. Filter the positive and negative reviews. Post to various platforms or respond as needed.
Mass email and SMS
Effortlessly and efficiently reach your contacts all at once. Choose your target audience. Save time.
Pipelines
Pre-configured pipelines. Create new pipelines or personalise the existing ones to suit your organisation. Automate your customers' journey - from prospecting to renewals.
Sites
Prebuilt, yet customizable funnels. Build full-featured websites with custom menus. Capture leads through surveys and forms/applications.
Calendars
Customisable calendar view. Online appointments scheduling. Share your calendar with customers. Capture all appointments in one place. Link your various calendars.
Conversations
All in one place communication with your customers. Send and receive emails, SMS / MMS, Facebook Messanger, WhatsApp, Google My Business messages, and more. Access your customer’s personal and policy information while chatting with them.
Contact manager
Easy to filter on your preferences. Save your preferred search criteria. Effortlessly access your customer data, add them to campaigns, and more.
Integrations
NowCerts policy and insured changes are directly connected with Automate workflows, pipelines, and campaigns.
Google My Business
Write posts or schedule them for the future
Track rating and Google reviews / Track engagement metrics
Twilio
Mass SMS
Easy to integrate with various platforms
SMS Templates
Integrations
SendGrid
Smart email marketing
Dedicated IP, ISP Monitoring
Mailgun alternative - Top SMTP Service Provider
Google My Business
Write posts or schedule them for the future
Track rating and Google reviews / Track engagement metrics
Zapier
The super productivity solution that helps you instantly connect 3000+ apps
Create tags and tasks via Zapier
Automate Electronic Signatures For Contracts With Automate and Zapier
Hipaa Certified
You can entrust Automate 365 with your data. Compliance with the federal data privacy and security provisions for safeguarding medical information and the HIPAA Administrative Simplification procedures