Automatic Commercial Renewal Processing


The automatic process will run reports for you on a daily basis, calculate 60 days in advance (or whatever number you choose) , and find all policies that need to be renewed. 

  • Logs into QQ
  • Searches Policies
  • Creates a summary report
  • Emails the client with a summary report
  • You choose the email template to be sent
  • Email will be sent out from the CSR on record
  • BCC's the agent on record
  • Creates a task for the CSR to follow up
Time & MONEY Saver

Just on 6 policies each morning, this task can take 10 min per client, 6 clients would be one hour. Multiply that by $25 per hour per day. YOU DON’T the math on how much time and money that can save you in your business each day. That’s just for 6 policies. Also ZERO chance of human error.