No auto renewal slips through the cracks
Reads your policy spreadsheet, lists the ones expiring in 30 days and emails a weekly summary via Gmail so you call before renewal.
These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.
Needs
- SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
- E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)
The problem and the goal
Every week the agency receives the list of auto policies expiring in the next 30 days and calls each client before the expiry date, tracking how many were contacted in time against the total expiring that month.
This team reads your policy spreadsheet in Google Sheets and delivers a weekly list of the policies expiring in the next 30 days, sorted by urgency. The Weekly Notice emails the summary every Monday through Gmail with name, policy, expiry date and phone number, and the Call Script agent drafts the outreach message and call script for each policy at risk. You call the client before they renew with another agency.
The team in this Circle
Reads the policy spreadsheet and delivers the list of policies expiring in the next 30 days, sorted by urgency
Emails the week's renewal summary every Monday, with name, policy, expiry date and phone number
Prepares the outreach message and call script for each policy at risk
No auto renewal slips through the cracks
How do I know which auto policies expire in the next 30 days?
The team reads your policy spreadsheet in Google Sheets and builds the list of policies expiring within 30 days, sorted by urgency, so you don't have to open the system client by client.
Do I need to replace my system or CRM to use this?
No. It starts from your policy spreadsheet in Google Sheets and sends the summary through Gmail; connections to other systems can be reviewed later.
Does the team call clients on its own?
No. It organises the list, sends the weekly summary and prepares the call script; calling and negotiating the renewal stay with your team.
