Integrated with NowCerts
Our top rated features and possibilities
Automate365 gives you the possibility to apply predesigned and customizable insurance-specific templates to your business processes. You can add new stages and pipelines in accordance with the specifics of your agency. Get alerted to new business opportunities in a timely manner. Keep track of your leads. The best part? You don’t have to think about and spend time creating those pipelines and templates. Just let us know what you need and we will set it up so you can start benefiting from Automate365 right away.