Broker management software
Everything, Together, Automated
All your brokerage tools in one powerful platform
The Automate Platform
Six modules, one system
Module
Broker Operations
As a brokerage grows, manual workflows break down. Automate Insurance gives you standardized, automated insurance processes that scale with volume — so growth never means losing control.
Module
Lead Management & Marketing
From capture to conversion, every step is automated and transparent — so brokers spend less time chasing and more time closing.
Module
Client Interactions
In a market where clients expect speed and personalization, Automate Insurance helps your team show up as one connected brand — every time, on every channel.
Module
Office Productivity
All the everyday productivity tools you rely on — docs, sheets, chat, storage, and presentations — are brought under one secure platform, fully integrated with your brokerage operations.
Module
Accounting & Expense Management
No generic accounting tool understands commission splits, direct bill vs. agency bill or insurer reconciliations. Automate Insurance does — while giving you live financial insights at every level (policy, client, branch, brokerage).
Module
HRMS
Everything HR — hiring, compliance, performance, and engagement — is streamlined, automated, and built for insurance operations, so leaders can focus on growing the brokerage, not chasing paperwork.
We integrate with
Dash- VINLink
Epic- Rating Services
Canada
- Phone
Capabilities
Everything your brokerage needs in one place
Insurance-specific functions to eliminate manual work, reduce errors, and manage your brokerage operations.
Automation & Operations
- Task & Workflow Automation
- Project Management
- Service Help Desk
- Accounting & Bookkeeping
- Digital Form Building
- Website Analytics & Optimization
Client Engagement & Communication
- CRM
- Emails & Campaigns
- Social Media Management
- VOIP & Telephony
- Chat Bots
- Online Meetings & Webinars
People & Workplace Management
- Recruitment & Hiring
- HR Management
- Team Chat & Intranet
- Mobile Application
Compliance & Security
- Cloud-Based Document Storage
- Digital Signing & eDocs
- Password Management
- Build customized workflows tailored to your brokerage
- Integrate any business applications you use
- Work directly with our developers to design features exclusive to your brokerage
- White-glove setup, implementation, testing and training
Solutions
Peek into solutions on one platform
40+ Policy Change Workflows
Organize endorsements, cancellations, and renewals with pre-built forms.
Document Sorting
Auto-file policies, claims, and emails from your inbox using OCR + AI.
25+ Pre-Built Automations
Smart lead routing, renewal reminders, cross-sell alerts, and more.
Commercial App Tracking
Submit, create and track market applications in real time.
License & Education Hub
Monitor broker CE credits and deadlines automatically.
Custom Dashboards
Role-specific views for producers, CSRs, and leadership.
Integrations
Integrate with CSIO, ARS, Google, and other legacy and industry tools effortlessly.
What about your present data? We migrate your data from your current BMS.
Why choose Automate Insurance
Built by brokers, for brokers
Designed for growth and low-cost investment.
Data Stored in Canadian Servers
Guaranteed Canadian data residency with zero cross-border storage.
Secure & CSIO-Compliant
Seamlessly exchange data with carriers using CSIO-approved formats.
Dedicated Account Manager
Your single point of contact for product, technical, custom development and strategic support.
Complete Digital Operations
End-to-end digital workflows powered by AI and automation.
Audit Trails
Track every action with timestamped logs for audits or internal reviews.
Community-Driven Roadmap
Influence future features based on broker community feedback.
Proven results
Proven results for Canadian brokers
Brokers using Automate Insurance report:
0%
faster lead closing
0X
efficiency
0%
fewer admin hours
0%
higher cross-selling success
Roles
One platform, every team
Producers
Close policies faster with AI-quoted workflows.
Customer Service
Access policy history, claims data, communications and cross-sell opportunities in one view.
Finance
Automate premium reconciliation, commission tracking, and brokerage P&L.
Leadership
Monitor brokerage health with real-time dashboards.