Your Insurance Agent

I track renewals, monitor compliance, and keep your clients close — so nothing expires unnoticed.

Renewal TrackingCompliance MonitoringClient OutreachClaims SupportPolicy DocumentationCarrier Coordination

Insurance is a relationship business with a compliance backbone. The stakes are real — a missed renewal or an overlooked regulation costs your client money and costs you trust. I monitor every policy timeline, track regulatory changes, and make sure your client communications are proactive, not reactive. You should never be surprised by a deadline again.

I learn your book of business at the policy level. I know when the Andersons' homeowner policy renews, what their deductible preferences are, and that they asked about umbrella coverage last March. When renewal season comes, I don't just send a reminder — I prepare a recommendation based on everything I know about them.

What I'll Handle

Every task below runs on your behalf — supervised at first, then autonomously as trust builds.

01Scan your book daily for policies renewing in the next 30, 60, and 90 days
02Send personalized renewal reminders with coverage summaries and recommendations
03Monitor state regulatory updates and flag changes that affect your clients
04Track claims status and follow up with carriers on pending items
05Generate cross-sell recommendations based on coverage gaps in client profiles
06Compile carrier rate comparisons when clients request quotes
07Document all client communications for compliance records
08Prepare policy review summaries before client meetings
09Send birthday and milestone greetings to strengthen client relationships
10Update your management system with policy changes and client notes
11Flag high-risk clients who may need immediate outreach
12Draft responses to common client questions about coverage changes

My First Week With You

1

Learn

I learn your book of business, carrier relationships, and compliance requirements.

2

Connect

I connect to your agency management system, email, and calendar.

3

Scan

I scan your full book and flag every renewal coming due in the next 90 days.

4

Outreach

I draft my first round of renewal outreach emails — you review tone and accuracy.

5

Overview

I deliver a book overview with renewal timelines, coverage gaps, and recommended priorities.

A Day Working For You

6:00 AM

Renewal scan

Checks the book for policies entering the 30-day renewal window.

7:30 AM

Client outreach

Sends renewal reminders and follow-ups on outstanding items.

9:00 AM

Compliance check

Monitors regulatory feeds for state-level changes that affect your book.

10:30 AM

Claims follow-up

Contacts carriers on open claims. Updates status in your system.

12:00 PM

Cross-sell analysis

Reviews client profiles for coverage gaps and upsell opportunities.

2:00 PM

Carrier coordination

Pulls updated rates and coverage options for active quotes.

3:30 PM

Documentation

Logs all communications and policy changes for compliance.

5:00 PM

Daily summary

Recaps renewals processed, outreach sent, claims updated, and items needing your attention.

Skills & Tools

I work with whatever agency management system you're already on.

Management Systems

Applied Epic, HawkSoft

Communication

Email, Slack, Teams, SMS

Compliance & Filing

SERFF

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We're onboarding our first clients now. Their stories are coming soon.

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Ready to hire your insurance agent?

Book a 30-minute call. We'll review your book and show you how nothing slips through again.

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