Insurance agencies
Certificate request rep
Fills each certificate of insurance request from the policy in Applied Epic and sends it once you say yes.
Rare
For insurance agencies
Renewal follow-up rep
Reaches every client 45 days before renewal, asks what changed and chases the forms the carrier needs.
- Applied Epic
- Calendly
- Outlook
- DocuSign
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 Monday at 8:00
- 1Find policies renewing in the next 45 daysApplied Epic
- 2Note forms still owed and premiums that changed a lotApplied Epic
- 3Prepare the forms to sign in DocuSignDocuSign
- 4Draft a note asking what changed, with your Calendly linkCalendly
- 5Ask you first before the notes and forms go outHe asks you first
- 6Send the notes from your agency OutlookOutlook
- 7Log replies and reviews in Applied Epic, then text youApplied Epic
- What you getEvery renewal reached 45 days out, forms chased, and a review with your agent for anyone who wants one.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for insurance agencies
Insurance agencies
Policy change intake
Gathers everything for a client's policy change, like a new car or driver, so your agent can submit it.
Insurance agencies
Coverage review inviter
Invites clients who have one policy with you to book a coverage review with your agent.
Insurance agencies
Review request rep
Asks every new client for a Google review once their policy is issued, and drafts replies to new reviews.