of insurance agents say they lose clients simply because they forgot to renew. Manual tracking means critical dates slip through the cracks.
spent by average agents chasing down renewal paperwork, making calls, and sending follow-up emails that often go unanswered.
lapse rates for agencies without automated renewal systems. Each missed renewal costs you $800-2,500+ in lost commission annually.
Mach5 Agent eliminates renewal stress with intelligent multi-channel campaigns that start 90 days before expiration. Your clients get personalized reminders exactly when they need them, while you focus on selling new policies.
Automatically triggers renewal campaigns 90, 60, 30, and 7 days before expiration. Customizable timing based on policy type and client preferences ensures maximum engagement without being pushy.
Combines SMS text, email, and voicemail reminders for maximum reach. If they don't respond to texts, the system automatically escalates to email and voice messages with personalized renewal offers.
When renewal reminders go unanswered, our AI voice agent calls clients directly to discuss their renewal. Handles common questions and books appointments with you for complex situations.
Each reminder includes client-specific policy details, coverage summaries, and tailored renewal incentives. No generic messages - every communication feels personal and relevant to their situation.
Visual dashboard shows exactly which policies are up for renewal, response rates, and which clients need immediate attention. Never lose track of your renewal opportunities again.
Renewal reminders include secure links for clients to review and approve their renewal online. Streamlines the entire process and reduces friction that causes policy lapses.
Most successful agents start renewal campaigns 90 days before expiration, with follow-ups at 60, 30, and 7 days. Mach5 Agent automatically schedules this sequence and adjusts timing based on policy type and client response history.
The opposite is true. Mach5 Agent's renewal reminders include client-specific policy details, coverage summaries, and personalized offers that actually feel more personal than generic agent calls. Clients appreciate the detailed, timely information.
Our AI voice agent can handle common renewal questions immediately, or seamlessly transfer complex inquiries to you. The system also tracks all interactions so you have complete context when speaking with clients about their renewals.
Absolutely. Mach5 Agent lets you customize message timing, content, and channels based on policy types, client preferences, or any other criteria. You maintain complete control over your brand voice and messaging strategy.
Most agents save 30-40 hours per month on renewal follow-up tasks. Instead of manually tracking expiration dates and chasing clients, you can focus on selling new policies while the system handles renewal retention automatically.
Yes - agencies using Mach5 Agent's automated renewal campaigns typically see 25-40% improvement in renewal rates. Consistent, timely communication eliminates the #1 reason for policy lapses: clients simply forgetting to renew.
Book a 30-minute demo and see the system running live - on a real insurance agency.