How do I automate renewals at my insurance agency?
Start every renewal ninety days out and let the comparison run itself. DouxProcess works every expiration in the book. It pulls the file, asks the client what changed, updates exposures, and compares renewal to expiring on premium, limits, deductibles and forms. When the premium moves past the threshold you set, it remarkets. You choose the options, and nothing goes out without your approval.
When it starts.
Ninety days before expiration by default. Larger accounts can start at one hundred twenty. You set it.
What triggers remarketing.
Your number. A ten percent increase, a coverage change, a non-renewal. When it is crossed, the quoting workflow goes to your other markets with the updated information, and the options come back side by side.
Where it stops.
Every expiration is tracked, so nothing renews unseen. It never sends a renewal proposal without your approval. Non-renewal notices are caught the day they reach your inbox and escalated. Every step is logged on the policy.
Straight answers.
Does the client hear about the increase from the bill?
No. The client hears from you first, with options side by side, because the file was pulled ninety days out.
Does it remarket every renewal?
Only past the threshold you set.