We build automation that contacts every renewal account 90 days out, responds to every new quote request within minutes, and keeps clients informed through every step of the claims process — so you retain more and win more business without working more hours.
No contracts. No setup fees. Results in 30 days.
None of these are problems with your product or your prices. They're process failures — and they're fixable.
40% of insurance renewals don't lapse because the client found a better rate. They lapse because no one from their agency reached out before the renewal date. Clients who feel ignored switch — and often don't even compare prices first. A proactive 90-60-30 day sequence is the single most impactful thing an insurance agency can do for retention, and it almost never happens manually at scale.
A prospect submits a quote request through your website, a comparison site, or a referral form. They've also submitted requests to 3 other agencies. The first agency to respond wins the conversation — and typically the policy. Most agents respond in hours. The average response time for insurance leads is over 4 hours, by which point the prospect has already spoken to someone else.
A client files a claim — one of the most stressful experiences of their relationship with you. They hear nothing for days. They call the office. They're put on hold. They feel abandoned. At renewal, they shop around. Clients who go through a claim and feel abandoned are 3x more likely to switch agencies — not because the claim wasn't paid, but because they felt invisible during the process.
Built on top of your existing agency management system. Every automation triggers from real policy dates and client data.
90 days before each policy expiration, a personalized message goes out reviewing the client's coverage and checking for any life changes that might affect their needs. At 60 days, a renewal quote or rate comparison. At 30 days, a firm renewal CTA with urgency. Agencies using this system retain 23% more clients annually — not by being cheaper, but by being present at the right moment.
The moment a new quote request arrives — from your site, a comparison platform, or a referral form — a personalized response goes out within 5 minutes with a qualifying question and a booking link for a quote call. Responding within 5 minutes makes you 300% more likely to close the policy compared to responding in 30 minutes. Most of your competitors respond in hours. This single automation gives your agency a permanent structural advantage.
When a client files a claim, a proactive update sequence keeps them informed at every milestone: claim received and assigned, adjuster contact details sent, inspection scheduled, settlement offer pending, claim resolved. Clients who feel supported through claims renew at dramatically higher rates. Agencies using this system see 60% fewer complaints and measurably higher retention for claims-touched clients.
Whether it's a new application, a claims submission, or a renewal review, automation sends a personalized document checklist and follows up at 3, 7, and 14 days until all documents are received. Producers stop chasing paperwork manually. Applications move faster. Claims get processed sooner. And the client experience — which is directly tied to your retention — improves measurably.
The best cross-sell opportunities come from life events — new home, new vehicle, marriage, new baby. We build trigger-based campaigns that identify these moments from your CRM or public data and send a timely, relevant offer: new home purchase triggers a flood insurance or umbrella policy offer, new vehicle triggers a GAP coverage conversation. These convert at 3–5x higher rates than cold outreach because clients already trust you.
Every 12 months, clients receive an invitation to book an annual coverage review — with a direct scheduling link and a brief prompt about recent life changes that might affect their needs. These reviews generate cross-sell opportunities, build loyalty, and ensure clients never feel like they're just a policy number. Agencies that do annual reviews see dramatically higher multi-line penetration and longer average client tenure.
Our renewal automation starts 90 days before each policy expiration. A personalized message reviews the client's coverage and checks for life changes at 90 days. A rate comparison or renewal quote goes out at 60 days. A final renewal CTA fires at 30 days. Agencies using this system retain 23% more clients per year — not because rates improved, but because proactive outreach at the right moment prevents the competition from stepping in.
Yes. When a new quote request arrives, automation sends a personalized response within 5 minutes with a qualifying question and a booking link. Responding within 5 minutes makes you 300% more likely to convert the lead compared to responding in 30 minutes. Most agents respond in hours. Automation gives your agency a permanent speed advantage over competitors who still respond manually.
When a client files a claim, a proactive update sequence keeps them informed at every milestone — claim received, adjuster assigned, inspection scheduled, settlement pending, claim closed. Clients who feel supported during claims renew at dramatically higher rates. Agencies using this system see 60% fewer complaints and measurably higher retention for clients who have gone through a claim.
Yes. Life-event triggered campaigns identify the right moment to offer additional coverage: new home purchase triggers flood or umbrella coverage, new vehicle triggers GAP coverage, marriage or new baby triggers life insurance conversations. These aren't cold pitches — they're timely, relevant offers to clients who already trust you, which is why they convert at 3–5x higher rates than outbound prospecting.
We integrate with Applied Epic, Hawksoft, NowCerts, EZLynx, Agency Matrix, Vertafore, HubSpot, Salesforce, and most major agency management systems and CRMs. Our automation connects your policy data, client records, and communication tools so renewal and cross-sell sequences fire automatically based on real policy dates and client events — no manual triggers required.
Get your free automation audit and find out exactly how much business your agency is losing to slow follow-up and missed renewal touchpoints — and how quickly we can turn it around.
No contracts. No setup fees. 30-day results guarantee.