Policy Renewal Reminders

Turns your list of upcoming renewals into a ready-to-send reminder for each client, sorted by date, with the right timing for each one.

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Before and after

BEFORE · what the owner typed

Today is March 3. I'm Wendell Rocha at Lockgate Insurance Agency, phone 262-555-0104. I send the first reminder 30 days before renewal and a second one 14 days before. Three to do: Yara Scott, auto, 2011 Honda Odyssey black, renews March 28. Carrier sent the renewal, last term was $1,184 and new is $1,246. She likes texts. Ask if any drivers changed or if she parks it somewhere different now. Yusuf Silva, homeowners at 1098 Honeygate Rd, Deercroft, renews April 9. Renewal premium hasn't come from the carrier yet. He likes email. He told me last fall he finished the basement so ask if anything else has been done to the house. Zane Strong, owns Marshgate Bakery, 719 Herongate St, Deercroft, business liability policy renews April 15. Texts. His autopay card expires end of March so ask him to give us a new card before the renewal.

AFTER · what the skill produced

3 renewals, soonest first.

1. Yara Scott, auto (2011 Honda Odyssey, black)
Renews March 28 (25 days out). First reminder: send today (30 days out was February 26). Follow-up: March 14. Channel: text.

"Hi Yara, it's Wendell at Lockgate Insurance Agency. Your auto policy on the black 2011 Honda Odyssey renews March 28. The carrier's renewal premium is $1,246, compared to $1,184 last term, which is $62 more (5.2%). Have any drivers changed, or are you parking the van somewhere different now? Call me at 262-555-0104 with any questions or changes. Wendell Rocha"

2. Yusuf Silva, homeowners (1098 Honeygate Rd, Deercroft)
Renews April 9 (37 days out). First reminder: March 10. Follow-up: March 26. Channel: email.

Subject: Your homeowners policy renews April 9

"Hi Yusuf,

Your homeowners policy for 1098 Honeygate Rd renews on April 9.

When we spoke last fall you mentioned finishing the basement. Has anything else been done to the house since your last renewal? We recommend letting us know about any changes so we can make sure your policy reflects them.

If you have questions, call me at 262-555-0104.

Wendell Rocha
Lockgate Insurance Agency"

3. Zane Strong, Marshgate Bakery, business liability
Renews April 15 (43 days out). First reminder: March 16. Follow-up: April 1. Channel: text.

"Hi Zane, it's Wendell at Lockgate Insurance Agency. The business liability policy for Marshgate Bakery at 719 Herongate St renews April 15. The card we have on file for autopay expires at the end of March, so please get us a new card before the renewal. Call me at 262-555-0104 and we'll take care of it. Wendell Rocha"

Questions for the owner

Yusuf Silva: do you want to mention a premium once the carrier sends it, and should the follow-up on March 26 include it?
Zane Strong: the renewal premium was not provided. Do you want it added to the text?
Yara Scott: do you want to include a payment due date for the new premium? It was not given.

What it does

Turns your list of upcoming renewals into a ready-to-send reminder for each client, sorted by date, with the right timing for each one. Works for one policy or a whole month of renewals.

Use it when: Use when an insurance agent needs to write renewal reminders for clients, such as: send renewal reminders, remind my clients their policies are coming up, or write a renewal notice for this policy.