Commercial · personal · renewals
Enquiries in.
Policies bound.
Renewals are the whole business, and a renewal nobody contacted is a client who compared online and left.
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The board — A insurance shift
RUNNING- MonRenewals due in 30 days — 96 clientsCampaign31 replies
- Tue 11:20Missed call — business pack quoteMissed callCallback 11:24
- WedQuote #212 — landlord coverDay-2 chaseBound
- 06:00Shift summary → principal's phoneReport31 renewals in play
Fault report
Where the money
leaks out.
Renewals lapse quietly
No contact before renewal means the client compares online, and online always looks cheaper than a broker who did not call.
Quotes are compared in hours
Personal lines enquiries are shopped the same day. A next-day quote is a wasted quote.
Cross-sell never happens
The client with a home policy who also needs landlord cover is never asked, because nobody had the list in front of them.
The leak, in dollars
$21,600
a year, gone from insurance brokers and authorised representatives that do not answer fast enough. Struck through because it is recoverable — you already paid to make the phone ring.
Based on 5 unanswered enquiries a month at $900 average policy value, of which 40% would have converted. Your leak audit uses your numbers, not these.
The production line
Five stations. No hands.
STN 01
Capture
Calls, forms, web chat and socials land in one intake. Nothing lives in a notebook.
STN 02
Answer
Every enquiry gets a reply in 90 seconds, in your voice, day or night.
STN 03
Book
Qualified enquiries book straight into your calendar. No phone tag, no tennis.
STN 04
Chase
Open quotes chased on day 2, 5 and 9 until they answer — politely relentless.
STN 05
Return
Review requests after every job; reactivation campaigns wake your old list.
96
renewals contacted before expiry, automatically
+27%
improvement in renewal retention
<1 hr
reply time on new quote enquiries
Illustrative figures. Your leak audit uses your numbers.
Built for insurance
What runs on a insurance line
Database reactivation
Booked work from people who already know you. No new ad spend.
90-second speed to lead
Most jobs go to whoever replies first. This makes that you, every time.
Long-term nurture
The enquiry that was too early stays warm until it is ready.
Missed-call text-back
A text goes out before the voicemail beep would have finished.
Quote follow-up on day 2, 5 and 9
Sent is not the same as answered. Every open quote gets followed until it is one or the other.
Straight-to-calendar booking
Qualified enquiries land in your calendar. No phone tag, no back and forth.
The pipeline board
Every open enquiry, what stage it is at, and what happens to it next.
Review requests after every job
Asked automatically, at the moment the work is freshest.
The 6am shift summary
One message at 6am. What came in, what got booked, what it was worth.
One lead inbox
One intake for calls, forms, chat, email and socials. Nothing lives in a notebook.
Straight answers
Insurance broking — questions people ask
- Does this replace our renewal process?
- It runs it. Renewal dates drive the contact automatically so no policy reaches expiry without the client hearing from you.
- Is automated contact compliant?
- It handles contact, scheduling and reminders. Anything constituting advice or a recommendation stays with the adviser, and every contact is logged.
- Can it identify cross-sell?
- It surfaces clients holding one policy who fit the profile for another, so the conversation is at least offered.
Insurance sits under Finance & advisory. The same line runs for every trade on the list.
Insurance — the line is running elsewhere
Find your leak
in 10 minutes.
We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.
You see the number before you spend anything.
free leak audit · 10 minutes · no login