Payments. Doux it.
Pending cancels and non-pay notices caught the day they reach your inbox. Your procedure applied to every account. Premium payment follow-up for independent agencies.
Notice of cancellation for non-payment. In the mail. Nobody saw it. The policy dies on a Tuesday. You hear about it at the claim.
Every pending cancel caught the day it reaches your inbox. Matched to the policy. Handled your way, on every account. On the file. If the cancel date gets close, you know first.
How it runs.
- Catches every past-due and cancellation notice.
- Matches it to the client and the policy.
- Sends the courtesy notice your procedure calls for, with a payment link, after sign-off.
- Confirms the payment posted with the carrier.
- Escalates to you before the cancellation date. Not after.
What it touches.
Why it matters.
Most lapses are not decisions. They are missed notices. A pending cancellation arrives in the mail or buried in a carrier download. Nobody sees it. The policy cancels. The agency finds out at the claim.
That is a client lost and an E&O exposure created, over a payment the client meant to make.
DouxProcess catches every past-due and cancellation notice the day it reaches your inbox, matches it to the client and policy, and prepares the courtesy notice your procedure calls for, with a payment link. It confirms the payment posted. If the date gets close, you know first.
Where it stops.
- Every message to a client is approved by a person first.
- Never posts a payment without a person approving it.
- Never takes card numbers by email. Payment goes through a secure link.
- Every reminder and every confirmation is logged. Your record if anyone asks.
Straight answers.
Where does it find the notices?
Your inboxes, carrier downloads and mailed notices you scan in. Notices from premium finance companies too.
How are clients reminded?
By email, and by text where the client has agreed to texts, with a secure payment link. Your procedure sets the wording. A person approves before anything goes out.
Does it handle agency-billed invoices?
Yes. Agency-billed and direct-billed both. Agency-bill payments are matched to the invoice and posted only after a person approves. Trust money never moves on its own.
What if the policy already cancelled?
It flags it immediately and prepares the reinstatement request for you, ready for the payment confirmation once the client pays.
Does this help with E&O?
Every notice, every reminder and every confirmation is timestamped and saved on the client record. If anyone asks what you did, you can show it.
Take the recipe.
The procedures this workflow runs on, written as one file. Load it into Claude, ChatGPT or Gemini and run it on your own notices today.
Watch it installed: Claude · ChatGPT · Gemini
Downloads open after you sign the kit license: you build it, you run it, you answer for it.
How to load it. Nothing to install.
- Claude: Settings, Capabilities, Skills, Upload skill. Pick the .zip.
- ChatGPT: start a Project or a custom GPT and paste the .md into its instructions.
- Gemini: make a new Gem and paste the .md into its instructions.
- Then use it: paste in the email or attach the PDF. You get a table and drafts back. You approve. You send.
Before the first run
Installing it is half the job. The first run needs these from your own systems. Gather them first: a minute or two each.
- Open the email.
- Click inside the message. Press Ctrl+A, then Ctrl+C (Cmd on a Mac).
- Paste it in the chat. Attach anything that came with it.
- Search for the client and open it.
- Notices (or Documents) › the notice.
- Download it as PDF and attach it.
- On paper? Scan it to PDF with your phone.
- Sign in to the carrier's or finance company's agent site.
- Open the policy's billing history.
- Download it, or take a screenshot. Attach it.
Nothing to connect, no password to share: you copy one thing and download the other. Not in your system? Get it from the carrier's website. Never from memory.
On its own it reads what you paste in and drafts the work. Want it wired into your mailbox, management system and carrier portals? The builder kit teaches your programmer every step: database, passwords, approvals, deployment. Or let DouxProcess run it for you.