CRM Automation

Tasks that appear before you remember them.

Renewals, stale leads, license expirations, birthdays — auto-created in your agents' queues.

What gets created, automatically.

A task per policy expiring in 90, 60 and 30 days. Auto-assigned to the customer's agent.

Any lead with no activity for 30 days surfaces — so it doesn't quietly die.

Policies past due on the down payment escalate the moment they're past due.

Producer licenses about to expire flag 15 days out — by state, by producer.

Owner birthdays for top customers — a small touch that keeps relationships alive.

Customers flagged for audit with negative findings escalate to the assigned manager.

Every auto-task has a deduplication key. If a renewal task for policy AL-29481 already exists, a second one won't be created.

Tasks sync to your agents' calendars over standard iCal — open them in any calendar app.

More features live in the same workspace. Pick the next one to dig into.

Audits every binder against your records with a confidence score and citations.

Nightly DOT, VIN and inspection sync. Surfaced where agents work.

Quote, bind, manage, renew — one continuous workflow.

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