Your book of business is a calendar of future revenue — every renewal date is an automated touchpoint waiting to happen. Most brokers touch these manually, inconsistently, or not at all. We fix that.
Every policy has an expiration date. That date is also the highest-risk moment for churn — and the best moment for a touchpoint. If you're not reaching out 90, 60, 30, and 7 days before, you're leaving the door open for a competitor to get there first.
The Starter tier automates renewal sequences for every policy in your book — and it runs every year, automatically, without you building a spreadsheet reminder system.
"If there were clients about to leave at renewal and you didn't know who they are — what would it be worth to find out in advance?"
Personalized message flagging the upcoming renewal. Sets expectation, opens the conversation, invites questions. No hard sell.
AI-written message offering a coverage review. Good time to surface cross-sell opportunities if the client has had a life event since last renewal.
Confirm renewal intent. Present any changes to coverage or premium. Flag if a call would be valuable. This is the moment competitors try hardest to get in.
Last touch before expiration. Direct message, clear next step. If they haven't confirmed by now, this is your last automated chance to keep them.
Renewed client gets a thank you and a review request. Happy clients, asked at the right moment, leave reviews. This fires automatically for every renewal.
All of these run without manual input. We build them around your book of business — your CRM, your renewal data, your contact records.
Four automated touches before every policy renewal. Personalized by policy type, client history, and your tone. Runs for every policy in your book, every year.
Renewed client gets a thank you message and a review request within 48 hours. Happy at the moment, asked at the right time — this is when reviews actually get written.
Client whose policy lapsed gets a 3-touch win-back sequence. AI writes it. You never need to remember who lapsed or when — the system catches it and sequences them.
New quote request comes in — AI sends an immediate, personalized acknowledgment and asks the qualifying questions you'd ask. Response time goes from hours to seconds.
Every missed call gets an instant text back. Insurance clients calling you are often comparing quotes — the first broker to respond wins. This ensures you're always first.
Quote requested but not converted → 5-touch nurture over 30 days. Keeps you in front of the lead until they decide — without you manually following up every few days.
Growth adds two high-value workflows: a cross-sell campaign that identifies mono-line clients and sequences a personalized second-line offer, and life event triggers that fire when a client's situation changes.
If you're on Salesforce, we have a specific angle worth discussing: most small brokers are on Starter Suite using Salesforce as an expensive contact database with zero automation running. We complete Salesforce — we don't compete with it.
Qualifying question we ask: "Are you actually using Salesforce's automation features today?" The answer is almost always no. That's the gap we fill.
Full book-of-business ingestion, retention risk scoring by policy and segment, AI quote assistant, and claims follow-up automation. Built for brokers managing large books who need intelligence — not just automation.
30 minutes. We look at your book size, renewal schedule, and current follow-up process — then model the retention value of automating your sequences. Free. No sales pitch on the call.
Or email us directly at hello@norrai.co