Workflow · Renewals
Renewals. Doux it.
Renewals pulled ninety days out, exposures updated and remarketed when the premium moves. Renewal automation for independent insurance agencies.
Without Doux
The renewal lands thirty days out. Nobody looked. The premium jumped. The client finds out from the bill. Then from a competitor.
With Doux
Ninety days out, the file is pulled. Exposures updated. Remarketed if the number moves. The client hears from you first.
How it runs.
- Watches every expiration date in the book.
- Pulls the file ninety days out and asks the client what changed.
- Compares the renewal offer against last year.
- Remarkets when the premium moves past your threshold.
- Puts the options in front of you. You choose. It sends.
What it touches.
Expiration listsRenewal offersRemarketingClient questionnaires