What is Automate365?

Automate is a tightly integrated CRM with the NowCerts Agency Management System.

Gone are the times when a good Agency Management System was all an independent insurance agency needed in order to be successful. Now competitive agencies need powerful CRM tools that can help them manage their customer interactions in real-time (SMS, email, Chat, messengers, social media, etc). Using automation to integrate these interactions into the agency workflows is an integral part of the daily process in a modern insurance agency.


What does Automate 365 do for me?

Building The Agency Engine

All the tools you need in one platform without having to “duct-tape” multiple systems together!


Capture leads using our landing pages, surveys, forms, calendars, applications inbound phone system & more!


Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!


Use our built-in tools to collect payments, schedule appointments, automate workflows and track analytics!

No matter how much experience you have selling insurance, Automate365 will make it easier, bringing you better, more engaged leads, 24/7, so you can focus on the right people at the right time and convert them to deals in your sales pipeline.

You can start simple or customize your pipelines in stages to visualize your process. No matter how many steps it takes to close that deal. Automate365’s interface is flexible, focused, and easy to use. Every call and email are automatically tracked, giving you a transparent view of the past and future of every sale.  You can say goodbye to repetitive tasks like sending routine follow-up emails. Workflow automation can do it all, which frees up your time to gather insights into your business and measure performance against set goals.

Automate365 will help you every step of the way, with award-winning customer support, educational videos, and a whole community of insurance professionals you can learn from and grow with.  Automate365 was designed by actual insurance agents, which means it wasn’t just built to manage your sales, it was built for you, the insurance salespeople.


Automate365, Elevate Your Business.

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