Every policy renewed. Every lapse opportunity recovered.
Insurance agencies that reach clients 60 days before renewal retain 25% more policies than those who call at 30 days. Automate the entire renewal workflow.
The problem
Insurance renewal conversations happen once a year but require perfect timing. Most agencies have hundreds of renewals a month and a small CSR team. Policies lapse when clients aren't reached in time, or carriers non-renew without the agent proactively shopping alternatives. A missed renewal is a lost client forever.
How it works
The system connects to your AMS (Applied Epic, Hawksoft, QQCatalyst) and pulls renewal dates across your entire book. At 60 days, an automated "renewal review" email goes out from the agent personally. At 45 days, a personalized text nudge. At 30 days, a call-to-action to review the renewal or schedule a call. If the client responds, the agent handles it. If not, automated re-quote workflow triggers carrier comparisons for flagged renewals.
What you get
AMS renewal date sync
Connects to Applied Epic, Hawksoft, and QQCatalyst to pull the full renewal calendar.
60/45/30 day outreach sequence
Email at 60 days, text at 45, call-to-action at 30 — automated and agent-branded.
Re-quote trigger
Policies with premium increases or non-renewal notices auto-flagged for competitive re-quote.
E-signature for bind letters
New carrier placement documents sent and signed electronically without office visits.
Lapse prevention escalation
Unresponsive clients flagged 14 days before expiry for personal agent outreach.
Book of business dashboard
Upcoming renewals by month, premium at risk, and outreach status in one view.
Common questions
Does it work for P&C, life, and commercial lines separately?
Yes — renewal workflows and messaging can differ by line of business.
What if the client decides not to renew?
Declined renewals trigger a downgrade sequence — lower coverage options, bundle opportunities, or COBRA-equivalent alternatives.
Can it identify cross-sell opportunities at renewal time?
Yes — renewal sequences can include cross-sell prompts based on what coverage the client currently lacks.
Stop losing renewals to timing and manual follow-up
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