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Renewal Marketer for Insurance Agencies

Trigger renewal outreach, collect updated docs, and send policy comparison summaries without the renewal-week scramble.

InsurGrid Renewal Marketer watches expiration dates across your book, requests dec pages at 90 days, and drafts client-ready renewal emails with real premium and coverage diffs — you review and send.

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Producer reviewRenewal Marketer

Opportunity queue

90/60/30 triggers: Automated renewal cadence

Policy diffs: Real comparison data

Ready to approve

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

90/60/30 triggers
Automated renewal cadence
Policy diffs
Real comparison data
Dec page links
Branded client collection
Producer queue
Approve before send

Why Renewal Marketer matters

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

Scale renewals without hiring

Agencies using InsurGrid renewal workflows report handling significantly more renewals per producer per week. AI handles doc requests and comparison prep; producers focus on client conversations.

Reach clients before they shop

Start renewal conversations 90 days out with a professional comparison package — not a last-minute "your policy is expiring" email.

End the dec page chase

Branded collection links go out automatically. Non-responders get nudges. Structured data flows in without portal hopping.

Commercial-ready packages

Combine loss run summaries, multi-line comparisons, and endorsement change notes in one client-ready renewal deliverable.

E&O-safe outreach

Every email and attachment is drafted from extracted policy data and queued for producer approval. Full audit trail. ---

Producer-approved by default

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

How Renewal Marketer works

Three steps from policy data to producer-approved outreach.

01

Detect renewal cohorts

InsurGrid maps expiration dates across personal and commercial policies. Accounts enter 90-day renewal tracks automatically.

Renewal Marketer
Detect renewal cohorts
Producer approval queue
02

Collect and compare

System sends dec page refresh links, pulls loss runs where needed, and generates side-by-side comparison tables: premium, limits, deductibles, endorsements.

Renewal Marketer
Collect and compare
Producer approval queue
03

Draft, approve, send

AI drafts personalized renewal email with attached summary PDF. Producer edits if needed, approves, and schedules send — or pushes to AMS/CRM via API.

Renewal Marketer
Draft, approve, send
Producer approval queue

What Renewal Marketer generates

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

Dec page request email
Branded link, account name, expiration date, lines of coverage - T-90 days
Loss run status update
Retrieval progress, carrier list, completeness score - T-60 days (commercial)
Renewal comparison report
Premium Δ, limit Δ, deductible Δ, endorsement changes, carrier name - T-30 days
Client renewal email
Personalized intro, key changes summary, meeting CTA, PDF attachment - T-30 to T-7 days
Internal producer task
Accounts needing attention, missing docs, large premium swings - Ongoing
Structured data export
Generated from policy data and routed for producer review.

Common workflows

Practical ways agencies use Renewal Marketer inside retention, sales, and service motions.

Commercial account renewal

GL + WC + auto package with loss runs and multi-policy comparison.

Personal lines auto/home renewal

Dec page refresh, premium change summary, umbrella cross-sell hook if mono-line.

Remarketing submission

Outgoing carrier non-renewal triggers early outreach with alternative quote comparison.

Mid-term endorsement review

Material policy change triggers interim "here's what changed" client note.

CSR handoff

Renewal package pre-built for service team to deliver on producer's behalf.

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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.

Policy Comparison

Related workflow in the InsurGrid AI Marketer suite.

Dec Page Refresh

Related workflow in the InsurGrid AI Marketer suite.

Renewal Marketer FAQs

Answers for agencies evaluating this AI Marketer workflow.

How far in advance does Renewal Marketer start outreach?

Default cadence is 90, 60, and 30 days before expiration. Agencies can adjust timing per line of business or account tier.

Can I edit the email before it sends?

Yes. All emails land in a producer approval queue. Edit copy, attachments, and send timing before anything goes to a client.

Does it work for commercial and personal lines?

Yes. Commercial renewals add loss run retrieval and multi-line comparison. Personal lines focus on dec page refresh and premium/coverage summaries.

What if the client doesn't upload their dec pages?

Automated reminders escalate on a configurable schedule. Producers see a "missing docs" flag on the renewal dashboard.

How does this connect to my AMS?

Via InsurGrid integrations (Applied Epic, AMS360, EZLynx, HawkSoft, AgencyZoom) and API/webhooks for custom workflows.

Go from renewal scramble to renewal system

See Renewal Marketer prepare a full commercial renewal package in a live demo.

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