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Insurance
Policy Renewal Workflow Automation
Complexity
Medium
Timeline
6-10 weeks
Outcomes
4+
Challenge
Insurance agency manually tracking renewal dates with 23% policy lapse rate due to missed follow-ups.
Solution
Automated renewal workflows in Salesforce with 90-60-30 day advance notifications, automated quotes, and client communication tracking.
Key Outcomes
- 23% to 4% policy lapse rate (83% improvement)
- 156% increase in renewal retention
- $3.4M additional annual premium
- Automated quote generation
Tags
InsuranceAutomationRetentionWorkflow
Implementation Timeline
6-10 weeks
Medium Complexity