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Client and Policy Management using Automate Insurance
Automate every policy touchpoint, from first quote to lifelong renewal
Schedule a demo.png)
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Client and Policy Management using Automate Insurance
Automate every policy touchpoint, from first quote to lifelong renewal
Schedule a demo
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Automate Insurance pulls every quote, policy, endorsement, and task into one living record—so your team works from the same playbook and your clients enjoy seamless service at every renewal.
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We Make Policy Management Effortless
Quote, bind, endorse and renew: one seamless workflow
Quote Lifecycle Management
Track quote revisions, choose the right quote and track in pipeline till binding
Seamlessly convert quotes to policies by migrating existing quote information with time‑based expiry notifications to producers
Dynamic task list (COIs, inspections, finance agreements) created the moment a quote is selected, tracking owners and due dates
Auto‑generate a PDF and web view that highlights coverage limits, deductibles, and price differences for client sign‑off.
Route high‑premium or high‑risk quotes to managers for automatic approval requests, complete with reminders.
Policy Lifecycle Management
Automated workflows for sending e-docs
Automated reminders for policy renewals near expiry dates to customers and producers
Multi producer assignment functionality
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20+ template workflows that can be triggered for successful renewals, cancellations and many others
Commission Tracking
Track multi-level commissions between producers and sub-producers
Generate automated commission statements with policy-wise breakdowns
Reconcile carrier statements with automated variance reporting
Team Collaboration Hub
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Automatically create, assign and track completion of task for all events
Multi channel unified view of all policy-related conversations
Automated assignment and re-assignment rules for quotes and policies between Producers and CSR
Record all actions for compliance and tracking
Create customer and policy level document storage folders for quotes, billing, applications, client documents and many more.
Key Reports
Policy retention and growth
OCR efficiency matrix
30+ other policies and client performance reports
Grow your book, not your paperwork with Automate Insurance toolkit
Key Benefits
Comes pre packed with 40+ email and text templates for ready use
2 hours a day back for CSRs—busywork disappears, client service improves
3x faster record finding
99 % data accuracy with real‑time sync across CRM, accounting, and carrier bordereaux slashes costly re‑work
100% tamper‑proof history of every quote, policy, and email keeps E&O stress to a minimum
30 % lower tech spend with a single cloud platform replaces multiple standalone policy, document, and task tools.
Imagine opening one dashboard and seeing open quotes, upcoming expiries, team tasks, and retention trends in real time. That’s the clarity Automate Insurance delivers—no extra clicks required.