Renewal Automation
Your Team Shouldn’t Spend 90 Days Manually Processing Every Renewal.
Renewals are predictable. Repetitive. And the single biggest time sink in your agency. Let’s fix that.
The Renewal Problem
The 90-Day Countdown Nobody Enjoys
Every renewal follows the same grueling timeline. Here’s what your team is doing manually, over and over again.
90 Days Out
Pull expiring policies from AMS. Identify accounts to re-market.
60 Days Out
Begin requesting renewal quotes from carriers. Manual entry into each portal.
45 Days Out
Chase down missing quotes. Re-enter data for carriers that timed out.
30 Days Out
Build comparison sheets. Route to producers for review.
15 Days Out
Present options to clients. Process binding instructions.
0 Days
Policy renews, or doesn’t.
The Solution
Your Renewals on Autopilot
Every step of the renewal workflow, handled automatically.
Automatic Pull
Expiring policies are automatically identified and queued for renewal processing.
Multi-Carrier Quoting
Renewal data is entered into all selected carrier portals simultaneously.
Quote Tracking
The system tracks which carriers have returned quotes and follows up on outstanding ones.
Comparison Generation
Side-by-side comparison sheets are automatically generated for producer review.
AMS Updates
All renewal activity is logged back to your AMS. No duplicate data entry.
Deadline Monitoring
The system alerts your team to upcoming deadlines and stalled renewals.
Cross-Sell Identification
Renewals surface cross-sell opportunities automatically: missing coverages, bundling options, and lines your agency writes but the client hasn’t quoted.
Why Renewals First
Most agencies automate renewals first. Here’s why.
- Renewals are high volume and predictable. Perfect for automation.
- The data already exists in your AMS. No new intake process needed.
- The ROI is immediate and measurable. Hours saved per week from day one.
- It frees your team to focus on new business instead of administrative processing.
- Considered a VA? They handle 4-6 renewals per day. Automation handles all of them, at any volume, without variance.
Integrations
Works With Your AMS
RPA Studio connects directly to the systems you already use.
Results
What Changes When Renewals Run Themselves
Up to 75%
Less Time on Renewal Processing
Fewer
Missed Renewal Deadlines
~24 Hours
Typical Quote Turnaround
Ready?
15 minutes to see if this fits your agency.
No pressure. No pitch deck. Just a quick look at your quoting flow and whether RPA Studio is a fit for it.
Month-to-month. No contract. About 30 seconds to book.