Applied Epic, AMS360 and HawkSoft stay in place. Automola connects the handoffs around them, runs the workflow you approve, and leaves a receipt your team can open.
47,000 insurance sales-agent openings are projected each year through 2034, many from people leaving the occupation or retiring
Agency work does not pause while people are busy, out, or hard to replace. Sarah catches service requests, Nova follows up on quiet quotes, Atlas keeps policy tasks moving, and Pico starts renewal touches before the book drifts.
New business. Service. Policy ops. Renewals. Start with the lane pulling you off selling, then create managers for the rest.
Bring the software you already use. If a tool has an API, webhook, integration, or exportable signal, Automola can run a coded workflow across it. What’s below is a starting point — not a limit.
Jobs, leads, inboxes, reviews, calendars, service history, APIs, and workflow triggers you already have.
Research a lead, move a job, draft a reply, update a deal, ask for a review, call an API, or run a webhook — from one workflow.
Public replies, access changes, new promises, and customer-sensitive messages wait for your word before anything risky goes out.
An agency runs on follow-through — the new-business intake, the quote your producer writes, the day-to-day service, and the renewals that quietly walk if no one reaches out. Automola keeps each one moving inside your AMS, and never quotes, binds, or advises.
A new-business inquiry comes in — web form, referral, carrier lead. Nova answers fast, gathers the intake your producer needs, and books the conversation. The quote and the advice stay with your licensed team.
Your licensed producer runs the quote and the recommendation — that part is theirs. Nova gets the intake in clean, sends the proposal the moment you approve it, and follows up so it does not go cold.
A policyholder needs a COI, an ID card, or an answer. Sarah handles the routine service requests, drafts the rest, and holds anything that needs a licensed answer for your word.
Renewals sneak up and quietly lapse. Pico starts the renewal outreach early and flags the accounts that need a remarket, so the book does not drift — the calls that need a license stay with the agent.
Pico surfaces the monoline client who should have a second policy and the life event worth a check-in, and tees it up for the producer to act on — never quoting or advising, just bringing it forward.
“I lost a fifteen-year client over a renewal I meant to get to. It was not the price — I just never reached out in time.”
Automola works inside the management system your agency already runs — and owns the follow-through around it.
Invite the people who already help run insurance. Each person sees the work, receipts, and approvals you assign.
The company moves without becoming a free-for-all.
Every action links back to the message, job, customer note, or source record behind it.
Risky moves arrive as one card: the situation, the recommendation, and the draft.
Inside the line you set, managers handle the repeated work and log it.
Pause a workflow, change a rule, or route the decision to someone you trust.
Your rules decide what runs, what waits, and who can approve it. Your data stays in your accounts, read to do the work, never sold, never used to train anyone else’s system.
Nova chases the quote that's gone quiet and follows it through. Sarah answers policyholders and issues the certificate. Atlas logs endorsements into the AMS. Pico runs every renewal before it slips. You hire managers by function — Nova, Sarah, Atlas, and Pico — and they run the routine across the tools you already use, bringing you only the decisions that need your word.
No — never. Quoting, binding, and coverage advice stay with your licensed producers. Automola captures the intake, gathers what the producer needs, sends the proposal once you approve it, handles the routine service, and keeps renewals moving. It surfaces opportunities for your team to act on; it does not make the recommendation.
It is built for it. Anything that needs a license is drafted and held for your word, every action is written to a receipt you can audit, and your data stays in your accounts. The managers run routine service and renewal outreach; the licensed decisions stay with you.
Yes. Automola works across the management system you already run — AMS360, Applied Epic, EZLynx, HawkSoft, and others — logging service requests, renewals, and tasks where your team already looks. Your AMS stays the system of record; Automola owns the follow-through around it.
The recurring work that keeps pulling you back in, across new business, service, policy ops, and renewals. Routine actions run on their own inside your rules; anything sensitive — a public reply, access change, new promise, or customer-sensitive situation — is drafted and held for your word.
The software you already run, including Applied Epic, AMS360, HawkSoft, and EZLynx. Your tools stay in place — Automola connects the handoffs around them and leaves a receipt for every action.
You do. You set what each manager may do and what needs your approval; public messages, access changes, new promises, and sensitive replies wait for an Approve or Hold. Every action leaves a receipt you can open, and you can change a rule or pause a workflow any time.
It is free during the invite-only private beta — we onboard ten companies a week, and a real person helps set up your company in its first month. Paid pricing is per manager, never per seat, and arrives when we open to general access.
Connect Applied Epic, AMS360 and HawkSoft and the rest of the stack you already use. Choose the workflow that keeps pulling you back in, set the approval rules, then let the work start moving.