Everything, Together, Automated

As a brokerage grows, manual workflows break down. Automate Insurance gives you standardized, automate insurance processes that scale with volume- so growth never means losing control.

From capture to conversion, every step is automated and transparent—so brokers spend less time chasing
and more time closing.

In a market where clients expect speed and personalization, Automate Insurance helps your team show up as one connected brand—every time, on every channel.

All the everyday productivity tools you rely on—docs, sheets, chat, storage, and presentations—are brought under one secure platform, fully integrated with your brokerage operations.

No generic accounting tool understands commission splits, direct bill vs. agency bill or insurer reconciliations. Automate Insurance does—while giving you live financial insights at every level (policy, client, branch, brokerage)

Everything HR—hiring, compliance, performance, and engagement—is streamlined, automated, and built for
insurance operations, so leaders can focus on growing the brokerage, not chasing paperwork.