of policy lapses happen because agents miss renewal deadlines or forget to follow up with clients consistently.
per day is what the average agent spends manually tracking renewals, sending reminders, and chasing down client responses.
average annual revenue loss per agent from renewal lapses that could have been prevented with proper follow-up systems.
Our AI-powered platform monitors every policy expiration date and launches intelligent renewal campaigns automatically. From the first reminder 90 days out to the final follow-up, nothing falls through the cracks.
AI monitors all policy expiration dates and automatically launches multi-touch renewal campaigns at your specified intervals. Set it once and let our system handle the timing forever.
Send personalized renewal reminders via SMS, email, and voicemail in coordinated sequences. Each message is customized with the client's name, policy details, and renewal deadline.
Our AI voice agent calls clients who haven't responded to reminders, discusses renewal options, answers basic questions, and books appointments with you for complex renewals.
Visual dashboard shows all upcoming renewals by month, tracks campaign performance, and identifies at-risk accounts that need personal attention before they lapse.
When clients respond to renewal reminders, AI instantly sends confirmation messages, policy documents, or payment links based on their response and your business rules.
Renewal campaigns automatically include relevant cross-sell opportunities based on client data, turning routine renewals into revenue growth opportunities.
Mach5 Agent integrates with popular AMS platforms to automatically sync policy expiration dates and client contact information. Our system updates in real-time, so new policies and changes are immediately included in renewal campaigns.
Yes, our system automatically adjusts renewal campaigns based on policy type, coverage amount, and renewal frequency. Commercial lines get different messaging and timing than personal auto policies, ensuring each client receives appropriate communication.
Our AI voice agent can handle common renewal questions about coverage, pricing, and payment options. For complex inquiries, the system immediately notifies you and can schedule a callback or appointment with the client.
Mach5 Agent typically starts renewal campaigns 90 days before expiration with gentle reminders, then increases frequency and urgency as the renewal date approaches. You can customize these timelines based on your client preferences and policy types.
Our dashboard provides detailed analytics on renewal campaign performance, showing open rates, response rates, and conversion rates for each communication channel. You can see which messages drive the most renewals and optimize accordingly.
You can set rules to exclude specific clients or policy types from automated campaigns, or have the system notify you before launching campaigns for high-value accounts. This gives you control over your most important relationships while automating the routine work.
Book a 30-minute demo and see the system running live - on a real insurance agency.