UK insurance brokers automate renewals by connecting their Broker Management System (BMS), usually Acturis, to a marketing automation or CRM platform that triggers timed emails, SMS, and digital forms as a policy approaches its renewal date, then writes the outcome back into the BMS. Two things have changed the renewal conversation for UK brokers this […]

Why Email Templates Are the Most Underused Retention Tool in Your Insurance Agency & Brokerage Insurance teams growing fastest in 2026 aren’t just writing better policies – they’re communicating better between renewals. Most insurance agencies and brokerages contact clients twice a year: once at renewal, once when a payment is late. That’s not a client […]

Insurance client communication is no longer about sending more emails – it’s about sending the right message to the right policyholder at the right time. Insurance agencies personalize client communication by using data from their Agency Management System (AMS) or Broker Management System (BMS) to send relevant, timely communications based on each client’s policies, lifecycle […]

Insurance renewals are one of the most operationally sensitive processes inside an insurance brokerage. Every insurance renewal directly impacts client retention, regulatory compliance, revenue, and the overall customer experience. Managing insurance renewals manually becomes increasingly difficult as a brokerage grows. Missed follow-ups, inconsistent communication, delayed responses, and human error can all lead to lost policies, […]

Insurance events are where brokers and agents discover the future of their business. Conferences, trade shows, and industry meetups showcase the latest in artificial intelligence, automation, self‑service tools, digital customer experience, cybersecurity, and regulatory change, helping insurance teams adopt technology faster and compete more effectively. Attending insurance eventsis one of the fastest ways to: learn […]

Data-Driven Campaign Analytics Designed for Insurance Agencies Retention has always been one of the most powerful growth levers in the insurance industry. When policyholders renew year after year, agencies build predictable revenue, stronger relationships, and higher lifetime value. But improving retention today requires more than good service – it requires visibility into what your clients […]