Client service · Live demo
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Talk to Carmen at Redbarrow Insurance Group
Redbarrow Insurance Group is made up. Carmen is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Renewal notices land with a finance team that is busy with month-end, premiums go up, and many clients only notice when the invoice arrives. Some start talking to another broker before their own has had the chance to take the account to market.
How it works
- Reads upcoming renewals and new premiums from the agency management system
- Calls each client contact ahead of renewal, then follows up by email
- Explains the change using the insurer's renewal notice, without giving advice
- Books a review call with the client's own account executive
- Logs every call and outcome against the policy record
What it connects to
- AgentHi Linda, it's Carmen from Redbarrow Insurance Group. Parkvale's commercial property policy renews on November 1, and Quillfield Mutual's renewal premium is $148,600, up from $127,300. Would you like Keisha to take it to market before then?
- ClientYes, please. Why has it gone up so much?
- AgentThe renewal notice says it's higher wind and hail rates across Dallas County, plus updated building values on your three warehouses. Keisha can go through that with you and compare other insurers. Would Thursday at 11am by phone work?
- ClientThat's fine.
- AgentBooked for Thursday at 11am. I'll email you a confirmation now, and Keisha will start approaching insurers before the call.
Illustrative conversation. Names, numbers and details are made up.
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