Renewals & Retention
A renewal date tracked on a spreadsheet is a policy that lapses the week nobody checks the spreadsheet. We build the system that flags every expiring policy before it's too late.
What we build
- Automated renewal alerts: Expiring policies flagged 60, 30, and 10 days out.
- Re-shop automation: Renewal quotes re-run across carriers automatically.
- Retention campaigns: At-risk clients targeted with outreach before renewal.
- Lapse recovery: Lapsed policies flagged for reinstatement follow-up.
Implementation scope
Renewals connect to the client CRM, so outreach is targeted using each client's real policy and contact history.