Lapsed Policy Win-Back Campaign
A done-for-you insurance agency automation built for the Retention Specialist, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
When a policy lapses due to non-payment or non-renewal, this automation automatically enrolls the former client in a 90-day win-back sequence that offers a fresh rate re-quote and highlights whatever coverage gap they now have without a policy in force.
Revenue that would otherwise simply disappear from the books gets a structured, timed attempt at recovery instead of being written off the moment the policy lapses.
- AMS360 or EZLynx
- Mailchimp or email
- Zapier or Make.com
- 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
Done manually, a retention specialist has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. Over a month, those small manual steps add up to a significant amount of lost time.
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
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