Policy Renewal RemindersTier A · High-ticket local businesses
Talk to every client before they shop around.
Renewal reminders go out on schedule by email and text, replies come straight to you, and every Monday you get a list of who's renewing and what to offer them.
Then $75 a month. Cancel anytime. For US businesses.
Summit Insurance Agency
Policy Renewal Reminders
- Aug 260 days out: renewal email to J. Park (home policy)
- Sep 130 days out: text reminder with a link to book a review call
- Sep 3Reply: “Sure. Can we also talk about umbrella coverage?”
- Oct 2Policy renewed, umbrella quote added
The problem
Why this matters.
Renewal is when clients compare quotes. If they don't hear from you first, they often hear from someone else.
- Nobody has time to call every client before every renewal.
- Clients with auto and home but no umbrella stay that way for years.
- Cross-sell ideas sit in reports nobody pulls.
How it works
What happens, step by step.
Step 1
Import your policy list
Upload an export from your agency software, add policies by hand, or send them with Zapier.
Step 2
Every client hears from you
An email 60 days before renewal and texts at 30 and 7 days, inviting them to a quick coverage review. Texts only go to clients who agreed.
Step 3
You get the replies and a Monday list
Replies come straight to you. Every Monday, see who's renewing soon and the next policy worth offering.
What's in the kit
Everything you need to run it.
The working automation
Hosted for you, with a policies list, renewal tracking and a weekly cross-sell list. An n8n version works with your own Google Sheet.
A 6-lesson video course
Why renewals slip, how the reminders work, setup, messages that book reviews, tracking retention and cross-selling.
A step-by-step setup guide
Including how to export your policy list.
Video guides
A full setup walkthrough and a short demo.
A marketing pack
Texting permission wording for your applications, a review invitation and a referral request.
The course
6 short lessons.
- 01Why clients leave at renewalIn the trial · 4 min
- 02How the reminders and cross-sell list workIn the trial · 5 min
- 03Set it up and import your policiesFull access · 5 min
- 04Write reminders that book review callsFull access · 4 min
- 05Track reviews, retention and cross-sellsFull access · 4 min
- 06Turn renewals into cross-sells and referralsFull access · 4 min
Questions
Before you start.
What do the reminders say?
That their policy renews on a date and invites them to a quick coverage review, with your booking link. They never promise coverage, savings or prices. You can edit the wording and preview it.
Which agency software does it work with?
Any system that can export a spreadsheet (CSV) with names, contact details, policy types and renewal dates, which most can. You can also send new policies with Zapier or add them by hand.
Do clients have to agree to texts?
Yes. You confirm in setup that your clients agreed to texts, or include a consent column in your import. Clients without permission get email reminders instead, and anyone can reply STOP.
What happens when a client replies?
Their reminders stop, they get a short thank-you, and you get their message by text and email. Questions about coverage are never answered automatically.
How is the cross-sell list made?
From the policies each client already has with you: umbrella for auto and home, home or renters for auto only, auto for home only, then life. Only policies you sell are suggested. Optional AI talking points see first names and policy types only.
Can I change when reminders go out?
Yes. The default is 60, 30 and 7 days before renewal. Change the days, and choose email or text for each one.
- 7-day trial
- $9
- Then monthly
- $75/mo
In the trial: the working tool, the setup guide and lessons 1–2 of the course.
After your first monthly payment: the full course, video guides, the n8n file, the marketing pack and priority support.
Try it for 7 days for $9Cancel anytime · US businesses only
$9 for 7 days, then $75 a month. Cancel anytime from your dashboard.
Your texting number and standard texting fees are included. US carriers require a one-time registration for business texting (A2P 10DLC); we walk you through it.
Keep more clients this year.
Start the 7-day trial and import your policy list today.