Where to Start with Insurance Automation Insurance agencies and brokerages have more automation options than ever. Renewal reminders can run automatically. Quote follow-ups can be triggered when prospects do not respond. Billing reminders can be sent without someone checking a spreadsheet. Client check-ins, reviews, cross-sell opportunities and cancellation follow-ups can all become structured workflows. But […]

Insurance Renewal Bottlenecks: What’s Slowing You Down? Insurance renewal bottlenecks occur when delays, missing information, manual tasks, or unclear responsibilities prevent policies from moving efficiently through the renewal process. For UK insurance brokers, these bottlenecks can appear at any stage, from collecting client information and obtaining insurer quotations to reviewing renewal terms and confirming cover. […]

Policy Cancellation: How Brokers Can Spot Real Client Departures When an insurance policy is cancelled, the immediate assumption may be that the client has left the brokerage. But the reality is often more complicated. A client may have moved their coverage to another account, changed their insurance needs, consolidated policies, or decided to stop a […]

Email Marketing Insights: What Insurance Brokers Should Know The U.S. insurance industry is enormous – property/casualty carriers alone wrote an estimated $932.5 billion in net premiums in 2024, part of a $1.7 trillion insurance market overall, according to the Insurance Information Institute. Every one of those policies eventually needs a renewal reminder, a billing notice, […]

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 an Underused Retention Tool 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 relationship. That’s a billing cycle. According to […]