Apps

Available

• WorkDrive Integration

  Available

  Auto-create per-record WorkDrive folders, kept in sync with CRM.

  Provisions a WorkDrive folder for every Lead / Contact (and renames + archives it as the CRM record changes). Drops the folder permalink and a CRM link attachment back onto the record so the broker can jump from any CRM record to its document store in one click.

  workdrive-integration.automateinsurance.ca

Coming soon

• Certificate of Insurance

  Coming soon

  Generate, issue, and track CoIs for commercial clients.

  End-to-end certificate workflow — request intake, broker approval, generation, delivery to the holder, and an audit trail back on the CRM record.

• CSIO Integration

  Coming soon

  CSIO-standard EDI integration for carrier data exchange.

  Outbound + inbound EDI message handling against Centre for Study of Insurance Operations standards, normalising carrier feeds into the broker's CRM.

• ARS Integration

  Coming soon

  Carrier rating + binding via ARS.

  Wires the broker's CRM into ARS for rate quoting, binding, and policy lifecycle events. Final scope locked when integration partner is confirmed.

• My Proof of Insurance

  Coming soon

  Customer-facing self-serve proof of insurance.

  Hosted portal where insureds self-issue and download proof of insurance; broker controls the template and approval rules.

• Continuing Education

  Coming soon

  Track broker / agent CE credits and renewal deadlines.

  Logs course completions per agent, surfaces upcoming licence renewals, and sends reminders when CE hours fall behind.

• Dash Driver Reports

  Coming soon

  Pull Dash driver records into the underwriting flow.

  On-demand and scheduled driver record pulls from Dash, attached to the CRM Lead / Contact for risk assessment and policy issuance.

• VinLink

  Coming soon

  Vehicle VIN lookup wired to CRM vehicle records.

  Decodes VINs into normalized vehicle data (year, make, model, trim, factory equipment), populating CRM custom fields as the broker enters the VIN.

• Invoicing

  Coming soon

  Broker invoicing — issue, track, and reconcile.

  Creates invoices from CRM events (binding, renewal, endorsement), tracks payment status, and pushes ledger entries back onto the policy record.

• Web Forms Integration

  Coming soon

  Inbound web forms → CRM Lead / Contact.

  Captures form submissions from broker websites and normalises them into CRM records with deduplication and source tracking.

• Policy Change Tasks

  Coming soon

  Workflow automation for policy changes.

  Routes policy change requests through a configurable approval / fulfilment workflow with reminders, SLA timers, and CRM activity logging.

• Liability Slips

  Coming soon

  Generate and deliver pink/liability slips.

  Templated liability slip generation from CRM policy data, with delivery tracking and re-issuance flow.