Insurance Renewal Management
90-day renewal workflow + remarketing. Replaces AgencyZoom $299/mo.
The problem
AgencyZoom charges $99-499/mo per agency for renewal workflows, and Applied Epic add-ons run $150-400/mo more. Mid-size P&C agencies still lose 8-12% of book annually because the 90-day-out remarketing email doesn't get sent on time.
What changes
T-90 days → carrier exposure report pulled, 3 quotes requested, agent reviews. T-60 → renewal proposal PDF emailed to insured. T-30 → SMS confirm. T-7 → e-sign packet sent. Lapses auto-flagged to producer's Slack.
A day in the life
What this agent actually does.
- 1
Mon 7am: 23 policies hit T-90 → quote requests sent to Progressive/Travelers/Liberty
- 2
Wed: 18 quotes back → agent picks best 2, drafts proposal PDFs, emails clients
- 3
Fri: 4 clients haven't responded T-7 → SMS + producer Slack alert with full context
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
Add Insurance Renewal Management to your swarm.
Drop your URL. We'll match every skill your business needs, then activate them as one swarm.