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Policy renewal tracking and outreach

Automatically tracks upcoming policy renewals and executes personalized outreach campaigns to customers based on renewal timeline and risk factors. Reduces manual follow-up work and increases renewal rates through timely, targeted communications.

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Workflow Trigger

Policy renewal date is 90 days away

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Detect upcoming renewal deadline

    System automatically identifies policies with renewal dates approaching within 90 days. Pulls policy details, customer information, and renewal history from the agency management system.

    Applied EpicAMS360
  2. 2
    Action

    Generate renewal quote options

    Creates updated policy quotes with current rates and coverage options. Compares existing coverage with new market options and identifies potential savings or coverage improvements.

    EZLynxHawkSoft
  3. 3
    Decision

    Assess customer renewal risk

    Evaluates customer's likelihood to renew based on claims history, payment patterns, and previous interactions. Routes high-risk customers to priority outreach sequence.

    AgencyZoom
  4. 4
    Action

    Create personalized outreach campaign

    Generates customized renewal communications including email sequences, SMS reminders, and call scripts based on customer risk level. Schedules delivery at optimal times for each customer segment.

    AgencyZoomNowCerts
  5. 5
    Action

    Execute multi-channel communications

    Automatically sends renewal notices, quotes, and reminders via email, SMS, and mail. Tracks customer engagement and response rates across all channels.

    AgencyZoomEZLynx
  6. 6
    Action

    Schedule agent follow-up

    Creates tasks for agents to personally contact non-responsive customers or those flagged as high-value. Prioritizes outreach based on policy value and renewal probability.

    Applied EpicHawkSoft
  7. 7
    Output

    Generate renewal tracking report

    Produces comprehensive dashboard showing renewal pipeline status, response rates by communication channel, and projected retention rates. Updates agency management system with all customer interactions and outcomes.

    AMS360AgencyZoom

Outputs

  • Automated renewal quotes delivered to customers
  • Prioritized agent task list for high-risk renewals
  • Real-time renewal pipeline dashboard

Key Metrics

  • Policy renewal rate percentage
  • Average days to renewal completion
  • Customer response rate by communication channel

Tools & Integrations

OA

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