Policy & Filing Deadline Alert System
A done-for-you professional services automation built for the Insurance Account Manager, connecting Slack and Mailchimp so the work below happens on its own.
What this automation does, step by step
Both clients and staff automatically receive advance alerts ahead of key deadlines pulled directly from each client's file, tax filing dates, policy renewals, quarterly estimated payments, instead of an insurance account manager relying on memory or a manual tickler file to know who needs attention this week.
Alerts fire on a tiered schedule, a first notice weeks out and a final urgent notice days before, so nothing slips through purely because it was overshadowed by a louder deadline elsewhere on the calendar, and missed renewal windows that used to cost clients a lapse in coverage become rare instead of routine.
- Karbon or a practice management system
- Zapier or Make.com
- Mailchimp or email
- Slack (internal deadline alerts)
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
Without this system, an insurance account manager manually pieces together information from different places, then has to relay it to everyone who needs it. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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