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Dec Page Campaigns for Insurance Agencies

Run bulk dec page collection with branded client links, automatic reminders, and instant extraction — turning doc requests into a professional touchpoint.

InsurGrid Dec Page Campaigns let you email an entire renewal cohort or remarketing list a secure upload link — track completions, nudge non-responders, and start quoting the moment docs arrive.

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Producer reviewDec Page Campaigns

Opportunity queue

Branded links: Agency logo on client page

Bulk send: Whole cohorts at once

Ready to approve

AI drafts the next best outreach. Producers review before anything goes out.

Branded links
Agency logo on client page
Bulk send
Whole cohorts at once
Auto-nudge
Reminders without CSR chase
Instant extract
Structured data on upload

Why Dec Page Campaigns matters

Turn policy data into timely, reviewable outreach that helps producers retain, grow, and capture more business.

Dec page chase is the silent growth killer

Quotes and renewals stall when docs don't arrive. Campaigns replace one-off emails and phone tags with a tracked, repeatable system.

Client experience that reflects your brand

Branded collection pages look professional — not "reply to this email with attachments." Clients complete uploads in minutes on mobile.

Know who needs a nudge

Real-time completion dashboard shows who submitted, who's overdue, and who opened but didn't finish. CSRs focus on exceptions only.

Data flows in structured

Every uploaded dec page is extracted automatically — coverages, limits, deductibles, VINs, locations — ready for quote or renewal prep.

Works for renewals, quotes, and remarketing

Same campaign engine for renewal refresh, new business intake, and mid-term updates. One workflow, multiple growth use cases. ---

Producer-approved by default

AI drafts the workflow, producers review the recommendation, and the agency keeps the final client conversation in its control.

How Dec Page Campaigns works

Three steps from policy data to producer-approved outreach.

01

Build a cohort

Select accounts by expiration date, line of business, producer, or custom list. Preview cohort size and estimated completion based on historical rates.

Dec Page Campaigns
Build a cohort
Producer approval queue
02

Send branded collection campaign

Clients receive email (and optional SMS if enabled) with a secure link to upload dec pages. Message explains why docs are needed and how long it takes.

Dec Page Campaigns
Send branded collection campaign
Producer approval queue
03

Track, nudge, extract

Non-responders get automatic reminders at configurable intervals. Completed uploads trigger extraction and notify the assigned producer.

Dec Page Campaigns
Track, nudge, extract
Producer approval queue

Campaign metrics and outputs

Structured outputs producers can review, attach, send, or push into the next workflow.

Completion rate
% of cohort that uploaded all requested docs
Time to complete
Median hours from send to upload
Nudge count
Reminders sent per account
Extraction status
Per-document extraction success/failure
Structured data export
JSON/CSV/API delivery to AMS or rater
Producer notification
Alert when account is quote- or renewal-ready
Exception queue
Accounts needing manual follow-up

Common workflows

Practical ways agencies use Dec Page Campaigns inside retention, sales, and service motions.

Renewal season bulk refresh

90 days out, entire commercial book gets dec page campaign.

Remarketing doc gather

Non-renewed accounts need current dec pages for new carrier submissions.

New business quote intake

Purchased leads get collection link instead of blank PDF email.

Mid-term change

Client adds vehicle or location; campaign requests updated dec page only.

Partner co-branded collection

Network partner landing pages with shared campaign tracking.

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Related AI Marketer workflows

Connect this page back to the parent suite and the InsurGrid workflows that power it.

AI Marketer Suite

Related workflow in the InsurGrid AI Marketer suite.

Dec Page Collection

Related workflow in the InsurGrid AI Marketer suite.

Renewal Marketer

Related workflow in the InsurGrid AI Marketer suite.

Dec Page Campaigns FAQs

Answers for agencies evaluating this AI Marketer workflow.

How is this different from sending dec page links one at a time?

Campaigns add cohort management, completion tracking, automatic nudges, and analytics — so you can run 50 renewals the same way you run one.

Is the client upload page secure?

Yes. Links are secure and time-limited. InsurGrid uses encryption in transit and at rest. See /security for current compliance posture.

What carriers and document types are supported?

Extraction supports 450+ carriers and standard dec pages, policy PDFs, and common commercial documents. Confirm specific carrier support during onboarding.

Can clients upload from their phone?

Yes. Collection pages are mobile-optimized. Most clients complete uploads in under 5 minutes.

Does completion trigger the next step automatically?

Configurable. Completion can trigger extraction only, or also queue renewal prep, quote workflow, or producer notification.

Collect dec pages in minutes, not weeks

Launch a sample dec page campaign for your next renewal cohort in a live demo.

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