Agentiks / Guides / Renewals
How to automate renewal follow-up at an independent agency
Renewals are predictable, but the follow-up is not. Reminders, missing exposure details and carrier deadlines pile up in inboxes and spreadsheets. Automation can keep every renewal moving on schedule and leave your team the conversations that need judgment.
Where the time goes
- Building the list of what renews in the next 60 to 120 days, often from a report and a spreadsheet.
- Emailing clients for updated payroll, revenue, vehicle schedules or property values, then chasing the ones who do not answer.
- Tracking which renewals need remarketing and which carriers have responded.
- Remembering to follow up on each one, by hand, across the whole book.
What can be automated
- A renewal calendar built from your agency system data, with each account's next step.
- Reminder emails sent on a schedule you set, in your agency's voice.
- Requests for updated exposure information, with automatic follow-up when nothing comes back.
- Collecting replies and attachments in one place, matched to the right account.
- A short weekly list for each account manager of what is stuck and why.
What stays with your team
Coverage advice, remarketing decisions and client conversations stay with your licensed staff. Automation handles the reminders and paperwork so those conversations happen earlier and with complete information.
How it fits your agency system
We read renewal dates and account details from your agency management system or its reports, and send email from your existing inbox. Nothing about how you write business changes.
Find out how many hours this costs your agency
Book a free 30-minute assessment. We'll walk through your week and do the time math with you.
Book a free assessment