Stop the "Silent Churn". This policy renewal automation workflow protects your book of business and finds cross-sell opportunities automatically.
Lead intake automation | Pricing | Book audit
Book Free AI AuditWhen you or your staff are too busy to reach out proactively, clients feel neglected. They shop around. And you lose the book you worked so hard to build.
"Most agencies lose 8-12% of their book every year simply because they didn't have time to call the client before the renewal hit."
Hours Saved / Week
For producers & AMs
Retention Rate
Proactive service locks in clients
Cross-Sell Op
Higher response to renewal emails
Our system monitors your AMS360, Applied Epic, or HawkSoft for policies expiring in 60 days. This is the 'Golden Window' for retention.
The AI sends a multi-channel message (SMS & Email): 'Hi [Name], I'm reviewing your renewal. Do you want me to re-shop this for you?'.
If the client says 'Yes', the AI collects updated info (new drivers, address changes) via a simple text link.
Once all data is collected, the system notifies your team to run the final quote. No chasing, just closing.
Zentrixsoft built our Renewal Defender in less than 2 weeks. In the first 30 days, we successfully 'saved' 18 policies that were otherwise shopping elsewhere.
— Independent Agency Owner, Florida
Get a tailored workflow plan with ROI estimate for your use case.
Insurance, SMB, e-commerce, SaaS, healthcare, and more.
No spam. Just technical breakdowns of how we recover revenue and automate operations for elite agencies.
Zentrixsoft
Expertly trained, battle-tested, elite consultancy on demand
+92 333 4814702
nauman@zentrixsoft.com
Terms of Use
Terms & Conditions
Serving High-Growth Agencies In:
Scottsdale, Phoenix, Mesa, Tempe, Chandler, and the greater Arizona area. | Operating Nationwide across the USA.