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Insurance Agencies

Policy Renewal Reminder

Higher retention, zero lapses

Automated renewal reminders with easy update options reduce policy lapses by 40% and improve retention rates.

-40% lapses
+25% retention

Key Features

  • Automated renewal reminders
  • Easy policy update options
  • Multi-channel notification delivery
  • Coverage review prompts
  • Payment link integration
  • Lapse prevention workflows

Integrations

  • Insurance management systems
  • CRM platforms
  • Payment processors
  • SMS/Email providers
  • Calendar systems
  • Document management platforms

Expected Outcomes

  • Policy lapses reduced by 40%
  • Retention rates improved by 25%
  • Increased revenue from renewals
  • Better client engagement
  • Reduced administrative workload

Key Metrics Tracked

  • Policy lapse rate (target: -40%)
  • Retention rate improvement (target: +25%)
  • Renewal completion rate
  • Client response time
  • Revenue from renewals

Transparent Pricing

30% below market with everything included

Typical Market Rate
Setup Fee:$2,000
Monthly:$500
Save 30%
Agentify Price
Setup Fee:$1,200
Monthly:$350

✓ Hosting + monitoring included
✓ Regular updates & support
✓ Cancel anytime

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