Automations for insurance agencies
Past customer win-back for insurance agencies
Most insurance agencies I talk to mention the same thing: quote requests go cold while you gather the details. The win-back flow deals with it quietly while you're on calls with carriers. Finds people who haven't been back in a while and sends a personal reminder.
What this fixes for insurance agencies
Quote requests go cold while you gather the details. It sounds small, but for insurance agencies it repeats every week. The win-back flow takes it over.
What it looks like in practice
Imagine an independent agency with three producers. Every week the workflow finds policyholders whose last visit was a while ago in Applied Epic. Each one gets a short personal message with a link to book. Replies come straight to you.
How it works for insurance agencies
Here is how the win-back flow runs day to day for insurance agencies.
- A workflow checks Applied Epic for people who haven't returned.
- They get a short, personal message.
- It includes an easy way to book or buy.
- Replies come to you.
- You see who came back.
Tools it connects to
You keep working in HawkSoft, AgencyZoom, Applied Epic and Outlook. The win-back flow sits alongside, built with n8n, Twilio and Klaviyo.
Questions from insurance agencies
Does the win-back flow work with HawkSoft?
It depends on your HawkSoft plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is policyholder data handled?
For the win-back 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 will my policyholders see?
They'll see a personal message reminding them you're there. I write the wording with you so it sounds like your insurance business, and you approve it before launch.
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