Insurance brokers spend hours each month manually checking renewal dates, drafting personalized emails, and tracking client responses across multiple tools. This fragmented approach creates delays, missed renewals, and scattered communication records.
Automation monitors policy events and client inquiries, generating timely renewal reminders and claim notifications while logging all communications in a central system. Brokers focus on relationship-building while the system handles routine outreach.
The full workflow, from trigger to completion.
The automation platform monitors policy renewal dates, claim filings, and client inquiry submissions. When a trigger event occurs, the workflow begins.
The system pulls client contact information, policy details, and communication history to populate the message template.
The automation composes a personalized renewal reminder, claim notification, or status update based on the policy event and client history.
The system checks the client's preferred contact method (email or SMS) stored and routes accordingly.
The personalized email is sent to the client with the broker's signature and branding.
If SMS is preferred, the message is sent to the client's phone number.
The system records the message send date, content, and client response, creating an audit trail.
The broker receives a notification confirming the message was sent and flagging any non-responses after 7 days for manual follow-up.
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