Every account approaching expiry gets a call.
THE RENEWAL WINDOW
Every account approaching expiry gets a call, and you get a straight answer on each one instead of a silent non-renewal.
You get answers, not just appointments.
On a big commercial contract, booking a meeting is obviously the goal. On a book of thousands of small accounts it isn't. Most renewals need no conversation at all, and manufacturing meetings for all of them would cost you more than it saves.
So on high-volume books what you're getting is a clear answer on every account: who's staying, who's leaving, who's shopping, who needs a call from a person. Appointments are the exception path, not the default. You're billed on the answer, not on a meeting nobody needed.
What a renewal call is.
A heads-up that a decision is coming, getting the customer to realize the importance of starting the renewal discussion in time and offering a time with the right person on your team. If they don't want to renew, we uncover the reasons. No quoting, no coverage discussion, no price.
Insurance books: everything requiring a license — advice, quoting, coverage, binding — stays with your licensed producer, exactly as it does today. Our fee is never contingent on a sale.
What we need from you.
- 1A file export with renewal dates
- 2Thirty minutes to approve the script and the voice
- 3Your team's calendar availability
Hear what a renewal call sounds like.
Don't read about it. Talk to it.
Click below and have a conversation with our AI in your browser — it'll pitch you this service itself. Interrupt it. Ask what it costs. Ask whether it's legal. Try to trip it up.
You'll be speaking with an AI, not a person. It can't give advice or quote prices. Uses your microphone.