See it work in 25 seconds
One morning with the renewal assistant: the 8:00 check-in, a client who says they're shopping around, and the alert your CSR gets the same day.
Sample agency, fictional clients. Music: "Happy Beats & Business Moves Vol. 12" by Sascha Ende, CC BY 4.0.
What you just saw
- Every client hears from you before the renewal notice arrives, in your agency's name, from your own email.
- Quiet clients get followed up on days 7, 14 and 21, then your CSR gets a call task.
- "Shopping around" gets flagged to a person the same day, so someone calls before the client leaves.
- Your licensed team answers every reply. The assistant never gives coverage advice.