No missed renewals: AI agents for insurance brokers
Automate policy expiration tracking and client outreach: connect Google Sheets and Gmail to never miss a renewal again.
The problem and the goal
The broker has about 900 clients in a spreadsheet and misses renewals because they don't know when each policy expires; the goal is that no policy expires without contact before the deadline, tracking the percentage of renewals contacted 30+ days in advance.
This team solves the problem of missing renewals because you don't know when each policy expires. The Expiration Radar reads your 900-client spreadsheet in Google Sheets and calculates which policies expire in the next 90 days; the Weekly Summary sends you an email every Monday via Gmail with the week's renewals; and the Outreach Sequence prepares messages and call scripts for each at-risk policy, ready for you to contact clients via WhatsApp Business or Gmail.
The team in this Circle
Reads the 900-client spreadsheet and calculates which policies expire in the next 90 days, by urgency
Sends you an email every Monday with the week's renewals, including name, policy, expiration date, and days remaining
Prepares for each at-risk policy the client outreach message and call script, ready for you
No missed renewals: AI agents for insurance brokers
How does the agent know which policies are expiring?
It reads your existing spreadsheet in Google Sheets and calculates expiration dates based on the data you already have, with no need for another system.
Do I need to change my spreadsheet?
No. The team uses your spreadsheet as is; if needed, we only adjust column organization to make reading easier.
How do I receive renewal alerts?
Every Monday you get an email in Gmail with the week's renewal summary, including client name, policy, expiration date, and days remaining.
