Automations for insurance agencies
Renewal reminders for insurance agencies
Insurance agencies know this one well: renewals sneak up and policyholders shop around. The renewal reminder flow handles it for you, between quotes, renewals and claims questions. Reminds people before a renewal or recurring visit is due, and books the next step.
The problems it takes off your list
Renewals sneak up and policyholders shop around. It sounds small, but for insurance agencies it repeats every week. The renewal reminder flow takes it over.
What it looks like in practice
Say you run a one-person insurance broker covering home and auto. A policyholder is due in six weeks according to HawkSoft. They get a short reminder with a link to book a review call. When they don't respond, a follow-up goes out a fortnight later and they book.
How it works for insurance agencies
Step by step, this is what the renewal reminder flow does with your policyholders.
- Due dates are read from HawkSoft.
- A reminder goes out ahead of time.
- It includes a link to book a review call or renew.
- A follow-up goes to anyone who hasn't acted.
- You see who's due this month.
Tools it connects to
For insurance agencies, I usually connect it to HawkSoft, AgencyZoom, Applied Epic and Outlook. It runs on n8n, Twilio and Gmail behind the scenes.
Questions from insurance agencies
Does the renewal reminder flow work with HawkSoft?
Often, yes. Before building the renewal reminder flow I check your HawkSoft account and plan, because some features depend on API access. If there's a gap for your insurance setup, you'll know before you pay anything.
How is policyholder data handled?
For the renewal reminder flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What does the renewal reminder flow cost to run each month?
Setup for the renewal reminder flow starts at $250 while the launch offer is on, for insurance agencies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your insurance business?
Tell me how your insurance business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built