Automated follow-up for insurance renewal conversations.
Upload your renewal list, connect your calendar, and automatically follow up when meetings aren't confirmed or are missed — without manual chasing.
Designed for agencies that want renewal conversations to happen on time, even when clients don't respond.
Renewal follow-up is manual — and that's where things break down.
Most agencies already track upcoming renewals and schedule renewal meetings.
The issue is what happens when:
That follow-through usually depends on a person noticing and chasing it.
What this system handles
- Sends reminders before renewal meetings
- Tracks whether clients confirm or respond
- Automatically follows up when there's no response
- Prompts rescheduling when a meeting is missed
- Keeps a simple record of outreach
The goal is straightforward: renewal conversations don't quietly disappear.
Start from the renewal list you already have.
Most agencies already maintain a list of upcoming renewals — in a spreadsheet or export.
You can upload that list and let the system handle follow-up around the conversations that need to happen.
For each renewal, it:
- Prepares the follow-up window
- Prompts scheduling when appropriate
- Sends reminders and confirmations
- Recovers missed meetings automatically
You don't have to set things up one by one.
How it works
Upload or schedule
Upload a renewal list or connect your calendar — both work.
Follow-up runs automatically
Reminders, confirmations, and recovery messages are sent without staff intervention.
Missed meetings don't stall
If a client doesn't respond or misses a meeting, the system follows up and offers rescheduling.
Everything stays lightweight and easy to review.
Why agencies use this instead of manual follow-up
Scheduling tools handle booking.
Messaging tools send reminders.
This focuses on what happens after that — when clients don't respond or meetings don't go as planned.
It's a follow-through layer, not another system to manage.
Built for insurance agencies that want fewer renewal fire drills
If renewal follow-up still depends on someone remembering to check, this fits.
What we hear from agency owners
From conversations about renewal follow-up challenges.
"The worst feeling is finding out a client auto-renewed without talking to us. We lost the chance to review their coverage, and now they're underinsured. I need something that keeps pushing until we actually connect."
Tom Mitchell
Mitchell Insurance Group
"My CSRs spend half their day chasing people who don't respond. We send emails, leave voicemails, text... and still end up scrambling at the last minute. I want those follow-ups to happen automatically."
Rachel Patterson
Patterson & Associates
"When a client ghosts us, it just... falls off. No one follows up because everyone assumes someone else did. I need a system that doesn't let those conversations disappear."
David Kim
Lakeside Insurance