The renewal timeline, automated
Change check-ins, status updates and final confirmations — each sent automatically at the right moment before the policy expires.
Insurance Renewal Automation
Renewals are where retention is won or lost — and most agencies start them too late. Renewal automation begins the conversation well before expiration, every time, for every client.
Sample DashboardDemonstration data — not actual customer results
app.gohighlevel.com — Harborview Insurance
+18.2%
$486,240
Premium Bound (YTD)
+24
312
Policies Written
+9.4%
$219,800
Open Pipeline Value
+6 pts
38%
Close Rate
Sales Pipeline
$219,800 openNew Leads
8Martinez — Home + Auto
$3,150/yrChen — Commercial GL
$12,400/yrQuoted
6Okafor — Life 20yr term
$1,890/yrVega LLC — BOP + WC
$28,700/yrBound
5Patel — Full Bundle
$4,620/yrNguyen — Renters + Auto
$2,240/yrSMS — New Lead
Hi Sarah, this is Harborview Insurance — thanks for your quote request! When works for a quick call?
Tomorrow at 10?
Booked! A calendar invite is on its way.
Automations
Quote follow-up
Running
Renewal outreach
12 scheduled
Review requests
4 sent this week
Avg. premium per policy
$1,558
Cross-sell revenue (QTD)
$41,300
Renewals retained
94%
Internal accountability built in
The workflow creates CSR review tasks, flags accounts that haven't responded, and escalates high-value clients to a producer touch.
Fewer surprises at expiration
Clients who hear from you early shop less, respond more, and refer more. Automation makes proactive renewal service the default, not the exception.
Choose Your Plan
DIY
The complete insurance system, installed into your own GoHighLevel account.
$297one-time purchase
Includes
- Five CRM pipelines
- Full automation workflow library
- Service Center automations
- AI communication agent
- Insurance funnel template
- Conditional intake forms
- Email & text template library
- Reporting dashboard
- Custom values & tag system
- Compliance document templates
- Setup instructions & knowledge base
Most Popular
PRO
Everything in DIY, kept current with new workflows, campaigns and training.
$97per month
Everything in DIY, plus
- Ongoing workflow updates
- New service & growth campaigns as released
- New email, text and funnel templates
- AI agent prompt & script updates
- Training resources
- Support
Agency OS
A complete managed starting point: GoHighLevel account plus the full insurance system.
$197per month
Includes
- GoHighLevel account
- Complete insurance system installed
- All five pipelines & full workflow library
- AI communication agent
- Funnel template & intake forms
- Client Center portal setup
- Reporting dashboard
- Ongoing updates & support