Insurance brokers · GuardenerAI Automation

Renewal follow-up automation for insurance brokers.

Insurance brokers use GuardenerAI Automation to lay down each renewal's follow-up as dated tasks with action plans, keep policyholder records clean with validation and duplicate rules, and work renewals from the Upcoming renewals view that the Insurance Broker template sorts by renewal date.

Renewals are the book of business. Losing one because the reminder lived in someone's head is the most avoidable loss a brokerage has.

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Every renewal, the same steps

An action plan is a sequence of tasks with subjects, priorities and day offsets. Apply it to the policyholder when a renewal comes into view and the whole sequence is dated.

  • Day 0: review cover and claims history. Day 7: call the client. Day 14: send the renewal terms. Day 21: chase if unsigned.
  • Timing counts from the plan start or from an earlier task.
  • Tasks are assigned and show up in each broker's task list.

Renewals you can see coming

The Insurance Broker template adds Policies with a Renewal Date field and an Upcoming renewals view sorted by it.

  • Work the view at the start of each week and apply the renewal plan to the policyholders coming up.
  • Segments and journeys cannot filter on Policy fields, so the view is where renewals start.
  • Policy status runs Quoted, Active, Lapsed and Cancelled.

Clean policyholder records

Rules check persons and companies every time they are saved.

  • A validation rule can insist on a phone number and email for every policyholder.
  • Duplicate rules flag a person who already exists, matched exactly or on normalised phone, for review.
  • Merging moves tasks, opportunities, files and email to the record you keep.

How to set it up

  1. Apply the Insurance Broker starter template.
  2. Build a renewal action plan with dated tasks.
  3. Add validation and duplicate rules for persons.
  4. Each week, work the Upcoming renewals view and apply the plan to each policyholder due.
  5. Track new business and cross-sell as opportunities on the pipeline.

Worth knowing

  • Segments, journeys and rules cannot use Policy fields, because Policies is a custom object.
  • Nothing applies the renewal plan by itself; a broker applies it from the policyholder's record.
  • There are no carrier integrations or quoting.
FAQ

Fair questions.

Can renewal reminders send themselves?
Not from the Renewal Date. Apply the renewal action plan each week from the Upcoming renewals view, and the tasks are dated for you.
Can the assistant help?
Yes. Ask it about a policyholder's record, or have it apply an action plan or create tasks under your permissions.
Does it connect to carriers?
No. Policies are records you keep in GuardenerAI; there is no carrier connection or quoting.