Policy Renewal Automation
A done-for-you professional services automation built for the Insurance Agent, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Insurance clients automatically receive a renewal notice showing their current premium alongside a simple link to renew, sent well ahead of the policy's expiration date, replacing the old scramble of an insurance agent manually pulling an expiration report and calling down the list one policy at a time.
Clients who don't respond to the first notice automatically receive a second reminder as the date gets closer, and any policy still unrenewed inside the final week is flagged for a personal call, catching lapses in coverage before they happen instead of after a claim reveals the policy had already expired.
- Karbon or a practice management system
- Zapier or Make.com
- Mailchimp or email
- Twilio (client document reminders)
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 automation, this falls entirely on an insurance agent, who has to track every step by hand across emails, spreadsheets, and sticky notes. 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
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