Insurance economics rest on renewals, and renewals are lost to simple forgetfulness — nobody reminded the customer, or reminded them too late to compare.
Renewal automation is the highest-return build in this sector and is usually live within two weeks.
What this usually costs you
- Renewals missed because reminders depend on memory
- Quotes compiled manually across insurers
- Policy documents sent late or lost
- Claim intake unstructured and slow
- Commission reconciliation done in spreadsheets
Automations for Insurance
Renewal reminder ladder
Sequenced reminders at 45, 30, 15 and 3 days with the renewal link, escalating to a call task if there's no response.
Quote request automation
Structured intake distributed to insurers with responses collated into one comparison.
Policy delivery
Documents delivered on issuance with a summary of what's covered, and stored against the contact.
Claim intake
Guided WhatsApp intake collecting documents and photos, creating the claim record automatically.
Typical tools
- GoHighLevel
- WhatsApp API
- n8n
- Google Sheets
- PostgreSQL
Typical outcome
Brokers typically lift renewal rates by 10–20 percentage points in the first cycle.
Insurance — common questions
Can you work with our insurer portals?
Where APIs exist, directly. Where they don't, we work from scheduled exports or, as a last resort, browser automation.
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Let's look at your Insurance operation
A free 30-minute audit will tell you which of these is worth the most to you, and what it would cost to build.
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