Automatic Personal Renewal Processing

ready-robot

The automatic process will run reports for you on a daily basis, calculate 30 days in advance (or whatever number you choose) , and find all policies that need to be renewed.

  • Logs into QQ
  • Run renewal report 30 days before renewal
  • Compares the premium between the old policy to the renewal
  • If it is below 10%, it will send an email to the client
  • You choose the email template to be sent
  • 10 days before renewal, second email sent to customer
  • If its more than 10%, it send a different email template to the client
  • Creates a task for the CSR
  • Creates a future policy
  • Bridges the new policy into PLRater or Turborater
  • If using a different rater this can be adjusted
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.