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Know us better
Discover who we are, what we stand for, and how we can help you reach your goals. We're here to support your success every step of the way.
Schedule a demo.png)
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Know us better
Discover who we are, what we stand for, and how we can help you reach your goals. We're here to support your success every step of the way.
Schedule a demo
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Why Automate Insurance
Born from a unique partnership between AIM Insurance and Automate Accounts, we understand the challenges insurance brokers face because we've lived them. Our solution wasn't just developed for insurance brokers – it was crafted by them.
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Our Foundation
We chose Zoho as our technology foundation for its comprehensive suite of applications, robust security, and perfect balance of small business flexibility with enterprise-grade capabilities. This partnership enables us to deliver a solution that truly understands and serves the insurance industry.
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Our Values
We believe great outcomes start with strong values. These are the principles that guide everything we do.
Innovation
Constantly evolving to meet tomorrow's challenges
Reliability
Building trust through consistent performance
Simplicity
Making complex processes effortless
Security
Protecting your data as if it were our own
Partnership
Growing together with our clients
Technology Partnership
As certified Zoho partners, we leverage their powerful ecosystem to deliver solutions specifically designed for insurance brokers. This partnership allows us to provide enterprise-grade capabilities while maintaining the flexibility small businesses need.
Our Vision
To be the catalyst that revolutionizes how insurance brokers operate, setting new standards for efficiency and client service in the industry.
Our Mission
To empower insurance brokers with technology that transforms their operations, enabling them to focus on what matters most – serving their clients and growing their business.
Our Commitment
We're dedicated to the continuous evolution of our platform, ensuring it always meets the changing needs of insurance brokers. Our success is measured by your success.
Ready to Transform Your Brokerage?
Schedule a Demo