The Problem: The Lapsed Policy
You have 500 clients. Tracking renewal dates on a spreadsheet is impossible. You miss the window.
The Cost of Manual Work
Lost commission: £200/client. 50 missed/year = £10,000 lost.
The Solution: The 'Renewal Radar'
We replace this manual chaos with a simple 3-step automated workflow. Here is the architecture we build for Insurance clients in our 5-Day Sprint.
Step 1: The Trigger
CRM tracks 'Policy End Date'.
Step 2: The Intelligence
45 days out: Email 'Your rates might go up. Let me check the market.'
Step 3: The Action
10 days out: SMS 'I found a better deal. Call me to switch.'
The Result
Retention skyrockets. You fight churn with timing, not effort.