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Accounting and Bookkeeping using Automate Insurance
Migrate to a cloud based system that that reads, learns, and reconciles for you
Schedule a demo.png)
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Accounting and Bookkeeping using Automate Insurance
Migrate to a cloud based system that that reads, learns, and reconciles for you
Schedule a demo
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With documents digitized, approvals setup and complex processes automated - Automate Insurance turns daily bookkeeping into living intelligence you can act on instantly.
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Simple Accounting for Insurance Brokers
Streamline your accounting processes with AI-powered tools that tag, reconcile, and report before you ask
Smart Transaction Management
Customer Invoicing from within CRM
Record expenses and vendor bills by scanning receipts
Auto document organization and tagging
Automated recurring transaction setup
Audit trail maintenance
Intelligence Hub
Smart approvals and audit rules for expenses
Real time alerts for financial health updates
Financial Reports
Policy level premiums and commission reports detailing carriers, customers and producers.
Profitability analysis for Direct and Agency Billing
45+ other financial reports
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Key Analytics
Service requests by categories analytics
Claim reporting and settlement tracking
Customer satisfaction KPI dashboard
25+ key performance reports
Key Reports
Policy retention and growth
OCR efficiency matrix
40+ other policies and client performance reports
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Cloud‑based, AI‑powered, broker‑proven
Key Benefits
30% Reduction in Manual Data Entry
2x Faster Month End Closing
80 % less audit prep time
20+ bookkeeping hours each week
97% Accuracy in Claim Form Parsing
25 % faster underwriting decisions
Manual entries fade when every premium, commission, and expense surfaces in real time. Make decisions faster and profits grow bigger.