Insurance Quote & Renewal Automator
Automate Quotes, Renewals & Cross-Selling
TL;DR Summary
Scale your agency with automated policy renewals and quote requests. Recover 20% more renewals with zero manual labor.
Why this kit?
Capture leads with instant online quotes and automate the renewal process to reduce churn. Cross-sell additional policies with targeted campaigns based on life events.
Expected ROI
$50K+ in annual premium revenue
System Outcomes
- Generate 100+ quotes per week
- Reduce renewal churn by 35%
- Cross-sell 2+ policies per customer
What's Inside The Kit
Instant Quote Engine
Renewal Reminders
Life Event Triggers
Multi-Policy Discounts
Claims Status Portal
Funnel Steps
1
Quote Request Form
2
Instant Quote Display
3
Policy Application
4
Payment Setup
Frequently Asked Questions
Got Questions? We Have Answers.
Ready to launch this agency niche?
This entire system (funnels, emails, automations) can be imported into your HighLevel account in 1-click.
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