Policy Anniversary & Cross-Sell Opportunity System
A done-for-you insurance agency automation built for the Insurance Account Manager, connecting Twilio, Slack, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Thirty days before each policy anniversary, the account manager receives a prompt to reach out to the client with a coverage review, and the client receives an email highlighting the value of their current coverage and any recent claims-free discount they've earned.
Life events tracked in the CRM (a home purchase, a new vehicle, a business expansion) trigger an immediate cross-sell alert with a suggested product and a pre-written outreach message the account manager can personalize and send in minutes rather than drafting from scratch.
- Agency management system or CRM
- Zapier or Make.com
- Mailchimp or ActiveCampaign (anniversary emails)
- Slack (cross-sell opportunity alerts)
- Twilio (SMS outreach)
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 unautomated, an insurance account manager spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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