Insurance · STN 05 — Return
What the machine did
while you slept.
No contact before renewal means the client compares online, and online always looks cheaper than a broker who did not call. One message at 6am. What came in, what got booked, what it was worth. Without it, no idea what is being lost, or where, or whether last month was better — and for insurance brokers and authorised representatives, that adds up to $21,600 a year.
free leak audit · 10 minutes · no login
What it is costing now
$21,600
a year for insurance brokers and authorised representatives. Struck through because it is recoverable.
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.
What changes
One message at 6am. What came in, what got booked, what it was worth.
A short summary on your phone every morning: enquiries in, replies sent, jobs booked, quotes chased, and what it added up to. Not a dashboard you have to log into and never do — a message you read in forty seconds with your first coffee. On the line this sits at station 5, return — the point where enquiries either turn into policies or quietly stop. Personal lines enquiries are shopped the same day. A next-day quote is a wasted quote.
The board — Insurance — return station
RUNNING- MonRenewals due in 30 days — 96 clientsCampaign31 replies
- 06:00Shift summary → principal's phoneReport31 renewals in play
- Tue 11:20Missed call — business pack quoteMissed callCallback 11:24
- WedQuote #212 — landlord coverDay-2 chaseBound
How it runs
What the 6am shift summary changes for insurance
01
It arrives at 6am
On your phone, before the day starts. No login, no dashboard.
02
It is short
In, answered, booked, chased, and the dollar figure. Forty seconds to read.
03
It flags what needs you
The two or three things a person actually has to decide today.
04
It keeps the score
Week on week, so you can see whether the line is getting faster or slower.
Straight answers
The 6am shift summary for insurance broking — questions people ask
- I don't have time to read reports.
- That is why it is one message and forty seconds, not a dashboard. It exists so you can stop wondering whether it is working.
- 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.
Same trade
Everything else that 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.
Same station
The 6am shift summary in other trades
Insurance · 6am shift summary
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