Circumstance-Aware Renewal Outreach
A done-for-you insurance agency automation built for the Renewal Coordinator, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Sixty, thirty, and seven days before a policy is set to renew, this automation checks the CRM for any noted change in the client's circumstances, a new vehicle, a new address, a recent life event, and sends a renewal reminder that reflects those specifics rather than a generic notice.
Any client whose premium is increasing by more than a set percentage is automatically flagged so the agent calls before the renewal notice arrives cold.
Renewal season stops being one mass mailing and becomes a set of targeted, relevant conversations.
- AMS360 or EZLynx
- Zapier or Make.com
- Mailchimp or email
- Twilio (SMS)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a renewal coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It's the kind of work that quietly eats hours every week.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
Often built alongside this one
Policy Renewal Reminder System
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Lapsed Policy Win-Back Campaign
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Policy Renewal Automation
Insurance clients automatically receive a renewal notice showing their current premium alongside a simple link to renew, sent well ahead of the…