Run your book from one place: quotes, renewals, claims and signed forms.
Quote new clients, see every renewal before it is due, keep each claim moving and get forms signed on any phone, from one workspace set up for brokers and agents.
The moments that keep a client on your book
Here is what happens at each one when your agency runs on Automo.
- A business owner asks for a quote. The enquiry lands in your new business pipeline with their details, and your call is logged on their record.
- A client emails about a burst pipe at home. The email becomes a claim ticket, the client gets an instant reply, and the next step is assigned to your team.
- Policies are coming up for renewal next month. Your renewals pipeline lists each one by date, with a task due before it lapses.
- A client accepts new terms. Send the renewal or proposal form from their record and they sign it on their phone.
- A claim is settled. Close the ticket, text the client a quick update and log the outcome on their record.
Questions insurance agents ask
Is it free to start?
Yes. Start on the Free plan with the CRM, help desk, eSignature and invoicing for 1 member, with no credit card. Calls and texts come with the Starter plan.
How do I see renewals coming up?
Import your clients with their renewal dates into the renewals pipeline. Each one shows its date, and a task reminds you before it is due.
Can I bring my clients from another system?
Yes. Import a CSV export of your clients and policies, or connect HubSpot to bring across contacts, companies and deals.
Is my clients' data private?
Yes. Your clients, policies and claims live in your own workspace. Only the people you invite can see them, and you choose what each teammate can access.
