Policy Renewal Reminder Sequence
85% renewal rate with a hands-free sequence.
Starting 90 days before each policy renewal, AI launches a personalized multi-touch email and SMS sequence — reviewing coverage, flagging market changes, offering a renewal review call, and providing a competitive comparison analysis. Clients renew before shopping around.
Price
From $400/mo
Setup Time
2–3 days
ROI
85% renewal rate — 20 points above industry average
Effort
Done for you
Results You Can Expect
85%+
Renewal Rate
vs 65% industry baseline
5-touch
Sequence Touches
email + SMS across 90 days
8 hrs/wk
Agent Hours Saved
on renewal follow-up
How It Works
Sync your policy management system — AI identifies upcoming renewals 90 days out
Personalized 5-touch email + SMS sequence launches automatically per client
Clients who don't respond are flagged for agent personal outreach 30 days before renewal
Built For
Frequently Asked Questions
What is the Policy Renewal Reminder Sequence workflow?
Starting 90 days before each policy renewal, AI launches a personalized multi-touch email and SMS sequence — reviewing coverage, flagging market changes, offering a renewal review call, and providing a competitive comparison analysis. Clients renew before shopping around.
How much does Policy Renewal Reminder Sequence cost?
Policy Renewal Reminder Sequence starts From $400/mo (per agency or book of business). This is a done-for-you service — we build and run the workflow for you.
How long does it take to set up Policy Renewal Reminder Sequence?
Setup takes 2–3 days. From form submission to a live, working workflow.
Who is Policy Renewal Reminder Sequence designed for?
Policy Renewal Reminder Sequence is built for: P&C Agents, Commercial Lines Brokers, Life & Health Advisors, Insurance Agencies.
What is the ROI of Policy Renewal Reminder Sequence?
85% renewal rate — 20 points above industry average
Ready to activate Policy Renewal Reminder Sequence?
Fill the form. Live in 2–3 days. Measurable results from day one.
Get Started →