Automate365

Automate365 is a software solution designed to automate marketing, sales, and service processes for businesses. According to NowCerts Automate, LLC, the vendor of Automate365, the product is targeted at small to medium-sized companies in various professions and industries including insurance agencies, sales and marketing teams, customer service departments, real estate agencies, and financial services providers.

Key Features

Integrated with NowCerts: According to the vendor, Automate365 seamlessly transfers insured and prospect data between Automate365 and NowCerts without the need for additional configurations or third-party integrations. This integration aims to create a powerful platform for managing customer data and processes.

Insurance Workflows: Automate365 offers predesigned templates and automation of time-consuming tasks to streamline insurance industry processes. The vendor claims that this feature can improve efficiency, reduce errors, and enhance agency responsiveness through carrier downloads events triggering predefined workflows.

Reputation Management: Automate365 collects and processes rating scores, reviews, and other customer metrics in one place. According to the vendor, the product automates the process of sending review requests and filters positive and negative reviews for easy management. It also allows for posting and tracking engagement on various platforms.

Mass Email and SMS: Automate365 enables users to send mass emails and SMS to contacts, targeting specific audiences for personalized communication. The vendor claims that this feature can save time by reaching out to multiple contacts at once.

Pipelines: Automate365 offers pre-configured pipelines or customizable ones to manage customers' journey from prospecting to renewals. According to the vendor, this feature alerts users to new business opportunities and helps track leads.

Sites: Automate365 provides prebuilt, customizable funnels and a template library for quick and easy website creation. The vendor states that this feature enables lead capture through surveys, forms, and applications.

Calendars: Automate365 integrates with Google Calendar for customizable calendar views, online appointment scheduling, and calendar sharing with customers. According to the vendor, this feature centralizes all appointments in one place.

Conversations: Automate365 consolidates communication channels, including emails, SMS/MMS, Facebook Messenger, WhatsApp, and more. The vendor claims that this feature provides access to customer information during conversations.

Contact Manager: Automate365 offers easy filtering and search options for customer data, as well as the ability to save preferred search criteria for quick access. According to the vendor, this feature seamlessly integrates with campaigns for efficient customer data management.

Integrations: Automate365 directly connects with NowCerts for policy and insured changes, ensuring seamless data flow between Automate365 workflows, pipelines, and campaigns.