.png)
Empowering Canadian Insurance Brokers with AI-Driven Excellence
Unify leads, manage policies, and client relationships in one secure platform — designed by brokers, powered by Zoho.
Powerful features to help you close sales faster
Lead Management using AI
Capture leads from web forms, emails, and referrals. Automatically assign and track them to close deals 70% faster.
Client and Policy Management using AI
Manage quotes, renewals, and endorsements seamlessly. Automate workflows to reduce errors and boost client retention.
Personal Insurance Operations using AI
Generate digital pink slips and property docs instantly. Enrich profiles with VIN and property data automatically.
Commercial Insurance Operations using AI
Simplify complex market submissions and quote comparisons. Ensure compliance with AI-driven document checks.
.png)
Customer Service using AI
Route tickets smartly and resolve claims faster. Offer clients 24/7 self-service for policies and claims.
Accounting and Bookkeeping using AI
Sync transactions, reconcile commissions, and track P&L. Get audit-ready reports in real time.
Everything Your Brokerage Needs in One Place
We blend Zoho’s enterprise-grade tools with insurance-specific functions to eliminate manual work, reduce errors, and manage your brokerage operations.
.png)
Your Brokerage, Your Rules
Mix and match tools to build a platform that works exactly how you do.
- Build customized workflows tailored to your brokerage
- Integrate any business applications you use
- Setup Role-based access and dashboards
- Work directly with our developers to design features exclusive to your brokerage
- White-Glove Setup, Implementation, Testing and Training
How does this solve my problem?
Capture every detail for policies, clients, and accounting.
.png)
Organize endorsements, cancellations, and renewals with pre-built forms.
Auto-file policies, claims, and emails from your inbox using OCR + AI.
Smart lead routing, renewal reminders, cross-sell alerts, and more.
Submit, create and track market applications in real time.
Monitor broker CE credits and deadlines automatically.
.png)
Role-specific views for producers, CSRs, and leadership.
Integrate with CSIO, ARS, Google, and other legacy and industry tools effortlessly.
We can migrate your data from your current BMS
Clientele Excellence
Collaborating with industry leaders to drive innovation and growth.
Why Choose Automate Insurance?
Built for Trust, Designed for Growth
Guaranteed Canadian data residency with zero cross-border storage
Seamlessly exchange data with carriers using CSIO-approved formats.
Your single point of contact for product, technical, custom development and strategic support.
End-to-end digital workflows powered by AI and automation
Track every action with timestamped logs for audits or internal reviews.
Influence future features based on broker community feedback.
%20(1).png)
Proven Results for Canadian Brokers
Brokers using Automate Insurance report:
One Platform, Every Team
.png)
Close policies faster with AI-quoted workflows.
.png)
.png)
Access policy history, claims data, communications and cross-sell opportunities in one view.
%20(1).png)
Automate premium reconciliation, commission tracking, and brokerage P&L.
%20(1).png)
Monitor brokerage health with real-time dashboards.
Welcome to our blog
Lorem ipsum dolor sit amet consectetur adipiscing elit et ac adipiscing quis enim mi turpis etiam.
%20(1).png)
%20(1).png)
.png)
%20(1).png)
