Payment reminder rep

Reminds clients with a past-due premium to pay the carrier before the cancel date on the notice.

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

StartsEvery weekday at 8:00
1Read new carrier notices of pending cancellationHawkSoft
2Check each client's amount due and cancel dateHawkSoft
3Draft a reminder with the carrier's pay link and date
4Ask you first before sending the remindersHe asks you first
5Send them from your agency GmailGmail
6Log each reminder in HawkSoftHawkSoft
7Text you who paid and who is close to the date
What you getEvery client with a past-due premium reminded before the carrier's cancel date, from your agency email.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

Insurance agencies

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Insurance agencies

Gets loss runs for commercial prospects: sends the signed letter to each prior carrier and chases it.

Insurance agencies

Answers each new quote request, gathers what your agent needs to quote, and sets it up in EZLynx.

Insurance agencies

Reaches every client 45 days before renewal, asks what changed and chases the forms the carrier needs.