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Prepare Renewal Quote Comparisons for Clients Automatically

Retain policyholders by preparing a clear renewal comparison ahead of each policy's expiry and inviting them to review with you.

difficulty Intermediatesetup 40 minresult Clients receive a proactive, clear renewal comparison, improving retention and cross-sell opportunities.—
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  1. 1

    Find Upcoming Renewals

    Add a Schedule Trigger and Airtable node listing policies renewing soon.

  2. 2

    Prepare the Comparison

    Add an OpenAI node summarizing current vs renewal terms and any coverage gaps.

  3. 3

    Invite to Review

    Add a Gmail node sending the comparison and offering a review call.

  4. 4

    Track Renewals

    Add a step recording renewal decisions and follow-ups.

  5. 5

    Activate and Test

    Activate the workflow with a test policy. Confirm the comparison and invite send.

Frequently asked questions

Can it flag under-insurance?

Highlight coverage gaps in the comparison so you can recommend appropriate increases.

When should I reach out?

Start 30-45 days before expiry so clients have time to review and decide.

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