Attention P&C Insurance Firms
Scale to 25–30 New P&C Policies/Month Without Hiring or Cold Calling
A done-for-you lead gen engine engineered for P&C agents who want consistent, qualified opportunities.
Transform Your Client Retention with AI Powered Automation
Most P&C brokerages are burning cash chasing new leads while their most valuable asset—existing clients—slips through the cracks. The Renewal Revival System changes everything.
The Problem
Traditional renewal processes are manual, inconsistent, and miss critical touchpoints that drive retention and upsells.
The Solution
An automated, AI assisted client nurturing system that triggers reengagement, renewal reminders, and cross sell conversations at precisely the right moments.
The Result
Higher retention rates, increased policy values, and a referral rich client base, all with zero manual effort.
Choose Your Growth Package
Three comprehensive solutions designed to scale with your brokerage's growth and retention goals.
Essential Revival
Perfect for smaller brokerages ready to automate their renewal process
Foundation Package
🤖 Basic AI Powered Renewal Automation
- Automated email sequences at 90, 60, and 30 days before renewal
- Personalized messaging using client name and policy details
- Single CRM integration with your existing system
- Automated booking links for renewal conversations
📧 Foundational Messaging System
- 5 professionally crafted email templates
- Trust building language that reinforces your relationship
- Standard renewal reminders with clear next steps
- Compliance reviewed messaging for insurance industry
📱 Basic Facebook Ad Campaign
- Single ad creative targeting your existing policyholders
- "Policy upgrade check" messaging to drive engagement
- Custom landing page with instant quote form
- Basic conversion tracking and reporting
Expected Results:
- • 15-25% improvement in renewal rates
- • Reduced manual follow up time by 80%
- • Basic retention tracking and insights
- • Professional, consistent client communication
Perfect For:
- • Brokerages with 200-1,000 active policies
- • Teams looking to automate basic renewal processes
- • Agencies wanting to test retention automation
- • Brokerages with limited marketing resources
Most Popular
Professional Revival
Ideal for growing brokerages wanting comprehensive retention automation
Complete Solution
Everything in Essential PLUS:
🚀 Advanced AI Powered Automation
- Extended multi touch sequences (90, 60, 30, 15, 7 days before renewal)
- Behavioral trigger emails based on client actions
- Integration with 2-3 CRM platforms simultaneously
- Automated upsell and cross sell trigger campaigns
- Smart scheduling based on client preferences
📊 Enhanced Messaging & Content Library
- 12 email templates with A/B testing capabilities
- Story driven upsell sequences featuring real client success stories
- Interactive "Policy Pulse Score" quiz for engagement
- Personalized renewal messaging based on policy history
- Seasonal and event-based messaging campaigns
📢 Multi Channel Facebook Campaigns
- 3 different ad creatives with varied messaging angles
- Advanced retargeting campaigns for non-responders
- Custom landing pages tailored to different policy types
- Conversion tracking with detailed attribution
- Audience segmentation and optimization
Expected Results:
- • 25-40% improvement in renewal rates
- • 15-25% increase in policy upgrades and cross sells
- • Detailed performance insights and optimization opportunities
- • Streamlined client communication across multiple channels
Enterprise Revival
For established brokerages seeking maximum retention
Premium Enterprise
Everything in Professional PLUS:
🧠 Premium AI & Automation Suite
- Advanced behavioral scoring and client segmentation
- Predictive renewal likelihood modeling with early intervention
- Unlimited CRM platform integrations
- Custom workflow automation tailored to your processes
- API integrations with policy management systems
- Advanced lead scoring and prioritization
📚 Comprehensive Content & Communication Library
- 20+ email templates with seasonal and industry specific variations
- Video based renewal messages for high value clients
- Interactive policy comparison and recommendation tools
- Custom case studies and success stories from your agency
🎯 Advanced Multi Channel Campaign Suite
- Integrated Facebook and Google Ads campaigns
- LinkedIn targeting for commercial and high value clients
- SMS and text message sequences for urgent communications
- Direct mail integration for premium client segments
Expected Results:
- • 40-60% improvement in renewal rates
- • 30-50% increase in policy upgrades and cross sells
- • 20-35% boost in client referrals
- • Complete retention automation with predictive insights
Solution Comparison
Compare our three comprehensive packages and find the perfect fit for your brokerage's growth goals.
| Package | Implementation | Support Level | Target Agency Size | Key Features |
|---|---|---|---|---|
|
Essential Revival
Foundation Package
|
14 Days
Quick Setup
|
Standard
Email Support
|
Small to Mid
Growing Agencies
|
Basic AI automation with 5 email templates and single CRM integration
|
|
Professional Revival
Most Popular
Complete Solution
|
21 Days
Full Integration
|
Premium
Dedicated Support
|
Mid to Large
Established Agencies
|
Advanced automation with 12 templates, multi channel campaigns, and analytics dashboard
|
|
Enterprise Revival
Premium Enterprise
|
30 Days
Custom Build
|
White Glove
Account Manager
|
Enterprise
Large Brokerages
|
White label solution with custom development, dedicated support, and multi location capabilities
|
Business Growth Impact
Real results achieved by agencies using our renewal automation systems
Foundation Package Results
Retention Improvement:
15-25%
Time Saved Weekly:
20+ hours
Client Satisfaction:
Dramatically Higher
Setup Time:
2 weeks
Complete Solution Results
Retention Improvement:
25-40%
Upsell Success:
15-25% increase
Revenue Growth:
Substantial Gains
Full Launch:
3 weeks
Premium Enterprise Results
Retention Improvement:
40-60%
Upsell Success:
30-50% increase
Referral Boost:
20-35% more
Implementation:
4 weeks
The Opportunity Cost of Manual Processes
What agencies lose every month without automated renewal systems
Lost Clients
Inconsistent follow up leads to policy lapses
Missed Opportunities
Upsells and cross sells not captured
Staff Burnout
Manual processes consume valuable time
Brand Inconsistency
Varying communication quality
Competitive Disadvantage: Clients switching to more proactive agencies
Implementation Timeline
Your journey to improved retention and revenue starts immediately:
Week 1
Discovery & Setup
- Kickoff meeting & strategy session
- CRM integration & data mapping
- Client database segmentation
Week 2
Campaign Building
- Sequence creation & customization
- Email template development
- Automation rules configuration
Week 3
Testing & Training
- System testing & quality assurance
- Team training sessions
- Process documentation
Week 4
Launch & Optimize
- Full system activation
- Initial performance monitoring
- First optimization adjustments
🔄
Continuous Improvement
After the initial 30-day implementation, you'll receive ongoing support, optimization, and strategic guidance to continuously improve your results.
Continuous improvement cycle begins after launch
Frequently Asked Questions
How quickly will we see results?
▼
Most brokerages begin seeing measurable improvements in renewal rates within the first 60 days. The system begins working immediately, but the full impact becomes more apparent as policies come up for renewal. By the 90 day mark, you'll have comprehensive data on performance improvements.
Do we need to replace our current CRM system?
▼
No. The Renewal Revival System is designed to integrate with most major insurance CRM platforms including AMS360, Applied Epic, QQ Catalyst, and others. We build on top of your existing infrastructure rather than replacing it, minimizing disruption to your operations.
How much time will our team need to invest?
▼
The implementation process requires approximately 3 to 5 hours of involvement from your key team members over the 4 week setup period. Once launched, the system runs largely on autopilot, with just 1 to 2 hours weekly for monitoring and adjustments. This represents a significant time savings compared to manual renewal processes.
What makes this different from our current renewal emails?
▼
The Renewal Revival System goes far beyond simple renewal reminders. It employs behavioral psychology, multi channel touchpoints, personalized messaging, and strategic timing based on client data. The system continuously learns and optimizes based on client responses, creating a dynamic approach that significantly outperforms standard renewal notices.
Is there a long term contract?
▼
We offer flexible 6 month and 12 month agreements. Most clients choose the 12 month option for maximum ROI, as the system continues to improve over time as it gathers more data. We're confident in our results. If you don't see a measurable improvement in renewal rates within 90 days, we'll work with you at no additional cost until you do.
What size agency is this best for?
▼
The Renewal Revival System is scalable and works for brokerages of all sizes. Our Essential package is ideal for agencies with 500 to 2,000 policies, Professional for 2,000 to 5,000 policies, and Enterprise for 5,000+ policies. The system becomes increasingly cost effective as your policy count grows, with economies of scale in both implementation and ongoing management.
Ready to Revive Your Renewals?
We only onboard 5 new brokerages per month. Save your spot. No CRM rip and replace required.
Schedule a free consultation to see how the Renewal Revival System can be customized for your brokerage's specific needs.
✓
100% CRM compatible
✓
90 day results pledge
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