Policy Renewal Reminder System
A done-for-you insurance agency automation built for the Renewal Specialist, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Sixty days before any policy on the book is set to renew, this automation pulls the renewal date directly from the agency management system (AMS360 or EZLynx) and sends the client a reminder email summarizing their current coverage and premium.
A second reminder goes out 30 days out, and if the policy is still unrenewed 10 days before expiration, the renewal specialist receives an internal alert to call the client directly before coverage lapses.
Clients who need a rate re-shop or have had a change in circumstances are flagged automatically instead of being renewed on autopilot, and the agency stops losing policies to silent non-renewals that were never actually declined, just never followed up on.
- Zapier or Make.com
- AMS360 or EZLynx
- Twilio (SMS reminders)
- Mailchimp or email (renewal notices)
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
Handled by hand, a renewal specialist spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. 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
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