Nurture more leads. Automate renewals. Close faster.
Insurance brokers manage hundreds of policies, renewal dates, lead enquiries, and claims — all while trying to grow their book of business. The work is cyclical and detail-heavy: one missed renewal is a lost client, one slow lead response is a lost sale. Automation handles the follow-up, reminders, and nurture sequences so brokers can spend their time on relationships and complex cases instead of admin.
With hundreds of policies on different renewal cycles, manually tracking and reaching out 60-30-15 days before expiry is unreliable and time-consuming.
Quote requests come in from your website, referrals, and aggregators — but if you are on the phone with a client, those leads cool off fast.
A client with auto insurance might need home or umbrella coverage — but nobody tracks these gaps or sends targeted recommendations.
Clients call to ask about claims progress. Your team spends time relaying information that could be pushed automatically.
Understanding policy mix, retention rates, and revenue concentration requires manual reporting — so you operate on gut feel instead of data.
Practical automations we build to eliminate these problems.
Clients receive personalised renewal reminders at 60, 30, and 15 days — with updated quotes and a one-click renewal option.
Every quote request triggers an immediate personalised response with next steps and a booking link — keeping you ahead of competing brokers.
Clients are automatically identified for coverage gaps and receive targeted recommendations — increasing revenue per client without manual outreach.
Clients receive automated updates as their claim moves through stages — reducing inbound calls and increasing satisfaction.
See retention rates, policy mix, revenue by line, and upcoming renewals in a real-time dashboard — giving you the data to make strategic decisions.
Happy clients receive automated referral requests and Google review prompts — building your reputation and pipeline simultaneously.
Book a free consultation. We will design a system that protects your renewals, accelerates your lead response, and grows your book of business.