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AutomationInsurance & Financial Services
Renewal Reminder + Cross-Sell Bot
Built on Outbound Nudge
Emails clients a month before renewal, asks what has changed in their year, and gives you the opening to fix an under-insured client before they shop the price elsewhere.
What's included
- Emails a month before the renewal date
- Asks what changed in their year
- Surfaces the under-insured before renewal
- Sends a second nudge a fortnight out
Live in 4 days, 7 days of post-launch tuning
$59/mo
+ $119 one-time setup
14 days free, then $59/mo + $119 setup
Or $590/yr · setup waived billed annually: 2 months free
Built, hosted & maintained for you
No new software to learn
Questions? Book a free audit and we'll tailor it to you.