Automate365 review
Insurance-focused automation with branching, forms, messaging, and external connections.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Automate365 pros and cons
- 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.
Automate365 fact sheet, pricing and score →
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