Automate365
Automate365: Insurance-focused automation with branching, forms, messaging, and external connections. Ranked #128 of 131 in Workflow Automation Tools by our editors (3.0/10); pricing: 14-day trial; best for insurance-specific workflow automation.
At a glance
- Editor score3.0 / 10
- Pricing14-day trial
- Best forInsurance-specific workflow automation
- Free planNo
- Paid from$29.99/mo
- Multi-step workflowsYes
- Facts checked20 Sep 2026
Where it wins
- Branching and math operations support multi-step workflow logic.
- Automates renewals, cancellations, applications, reminders, and service requests.
- Custom forms, mass SMS and email, APIs, and webhooks extend workflows.
Where it doesn't
- No free plan is available.
- Plans start at $149 per month when billed monthly.
- Only one verified native connector is listed: NowCerts.
Our verdict on Automate365
Automate365 is a CRM and workflow automation platform from NowCerts Automate LLC, designed for insurance agencies and service businesses. Its workflows cover renewals, cancellations, service requests, holidays, applications, customer communications, retention, upselling, and appointment reminders. The platform runs on the web and supports custom workflow design, forms, branching logic, math operations, mass SMS and email, API connections, and webhooks.
Pricing is organized into three monthly automation tiers. Standard costs $149 per month and includes unlimited contacts, the NowCerts integration, automated mass SMS and email, workflow automations, custom forms, and 1-4 users. Professional costs $249 per month and expands the user range to 5-10 users while retaining the listed capabilities. Premium costs $349 per month and includes unlimited users with the same listed feature set. Cloud Hosting is listed separately at $29.99 per month. A 14-day trial is available, and the trial requires a credit card. The published plans do not include a free plan.
Automate365 fits teams that want insurance-oriented processes connected to CRM activity rather than a general-purpose automation tool. NowCerts is the listed native integration, while the platform also lists social media, Google, Outlook, Google Sheets, and Zapier alongside API and webhook connections to external systems. That combination can support broader processes, but teams evaluating a large prebuilt connector catalog should review the connection requirements carefully. Choose Automate365 for branching insurance workflows, forms, communications, and appointment processes; consider an alternative if a free tier, lower entry price, or a wider native integration ecosystem is the priority.
Your product? Our editors can test Automate365 in depth and publish a review, labelled as paid · from $149/mo →
Automate365 pricing
All 4 Automate365 plans and prices →
Automate365 fact sheet
| Free plan | No |
|---|---|
| Paid from | $29.99/mo |
| Native connectors | 1 |
| Multi-step workflows | Yes |
| Conditional logic | Yes |
| Webhook triggers | Not verified |
| Included task runs | Not verified |
| Minimum run interval | Not verified |
| Free trial | 14 days · card required |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone, Tickets |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 6 integrations: NowCerts, social media, Google, Outlook, Google Sheets, Zapier |
| Pricing | 14-day trial (source) |
| Website | automate365.net |
| Facts checked | 20 Sep 2026 |
Automate365 integrations
Automate365 lists 6 integrations on its own site.
- NowCerts
- social media
- Outlook
- Google Sheets
- Zapier
Alternatives to Automate365
- ZapierA mature no-code automation platform with exceptional app coverage and flexible workflow logic.9.3
- MakeBroad no-code automation with a free plan, 3,000+ apps, and multi-step routing.9.2
- Microsoft Power AutomateA Microsoft-focused automation platform combining cloud flows, desktop RPA, governance, and Copilot.9.0
See all Automate365 alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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