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Insurance + Benefits

Looking for something more Epic than Epic? 
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Our leadership comes  from the insurance and benefits world.

We get it.

Everybody is trying to differentiate and consolidate at the same time. The key to pulling it off? The most powerful + flexible platforms on the market. 
In the insurance and benefits industries, we lead with our Business Intelligence and Automation chops.
What are chops exactly? Is it teeth? There's lamb chops... Why would you lead with that? The point is... we have lots of chops.
Business Intelligence and Reporting

We use Power BI and Tableau to securely unify data across all of your applications. We've worked closely with Insurance networks across the country, developing business intelligence beyond the norm. 

Good news - You already own SharePoint and Power Automate.

Better news - You can use them to read and generate client deliverables; Automate processes, and even fill out documentation assisted with the latest in AI. 


We've even used SharePoint and the Power Platform to outright replace Vertafore products.

SharePoint + Power Automate
Accounting with Business Central

Is your organization ready to replace Dynamics GP or Dynamics SL? Have you finally outgrown QuickBooks? Let's discuss why so many in the insurance and benefits industries are switching to Business Central. We promise to keep it entertaining.

Use low code tools such as Power Automate and Zapier to create and maintain approval processes throughout your organization. These tools can automate steps along the way (generate a PDF when approved!), send reminders, show the status of every approval, and add follow up tasks and assignments.

Approval Processes 

Let's Schedule a Demo!

Reach out. Let’s pit the leading niche/industry specific options against the best enterprise development platforms. We promise it will be worth your time.

Incite Automation’s staff has been actively involved in replacing or augmenting software in a wide variety of industries and verticals.

It isn’t about industry-specific knowledge anymore. It’s about choosing the right enterprise platform to fit your business processes, and determining the most appropriate go live strategy.

Minimize downtime. Maximize productivity. That’s a successful Incite Automation engagement.

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