I'll get 5+ of your clients booked for renewal reviews in 5 days. AI does the calls and texts.
A done-for-you AI campaign that calls and texts your clients whose policies renew in the next 60-90 days, books reviews into your calendar, and stops your book from lapsing — without you making a single call.
Average campaign produces 12-18 booked reviews per 500 clients. Pay below and onboarding lands in your inbox in 60 seconds.
Hi, I'm Greg.
My system reaches out to your clients whose auto-renewal hits in 60-90 days, gets them on the phone for a quick policy review, and books the appointment right into your calendar. You don't make a single call. You don't write a single text. The first booked review usually drops in within 48 hours.
If you're like most agents I work with, you have hundreds of clients sitting in your AMS who are about to auto-renew without ever talking to you. That's missed upsells — umbrella, life riders, cyber, EPLI — missed shoppers you could have saved, and a slowly leaking book that takes years to plug. You'd love to call all of them. You don't have time. Your CSR is buried. Your retention software sends one boring email and calls it "outreach."
I built this because I watched too many agents lose 8-12% of their book annually to silent lapses they never even saw coming. The clients are still there. The relationships are still there. They just need a real human-quality nudge — and that's what AI now does well, when it's tuned right.
Here's what you get
$299/month — continuous campaigns
or $399 for a one-time 500-client renewal sprint
Up to 500 clients with renewals in the next 60-90 days per wave
Continuous — fresh renewal wave every week
1 AI voice call + up to 4 personalized texts
Booked reviews drop into your calendar + private Slack feed of every reply + monthly report (reach, replies, bookings, policies retained)
At least 5 booked review calls per month or I re-run free
Guarantee: 5 booked reviews per month or I re-run free
Average campaign delivers 12-18 booked review appointments per 500-client wave. The 5-booking floor is conservative — I've never had to re-run. If I miss it, the entire next campaign is on me.
How it actually works
You drop in your renewal export
Export your renewal queue from AMS360, Applied Epic, EZLynx, NowCerts, or HawkSoft — 5 minutes max. We hop on a 15-min onboarding call where you tell me your agency's voice and confirm what to lead with: standard renewal check, umbrella cross-sell, life rider push — whatever you want to drive this wave.
The campaign runs
Each client gets a call around 10am their local time. Most go to voicemail (~90%) — that's expected and the goal. The voicemail is friendly, references your agency, and tells them a text is coming. Two hours later the SMS lands in their main inbox. Replies route to an AI conversation handler that talks naturally, answers coverage questions, and books reviews right into your calendar.
Gentle nudge for the non-responders
Anyone who didn't reply gets a second gentle text. Anyone who says STOP is permanently removed. You get pinged in a private Slack channel any time a hot reply comes in so you can jump on it — or let the AI handle it end-to-end and just see the booked appointment appear in your calendar.
Final touch, full report, then the next wave starts
Final touch closes the loop. You get a clean monthly report: total reach, replies, bookings, and dollar value of policies kept on the books. Then the next renewal wave feeds in automatically — clients hitting 60-90 days out each week keep the queue full. Continuous, no manual effort.
Ready to stop your book from lapsing?
Pay below and I'll send you the onboarding form within 60 seconds. We'll be running by Day 1.
FAQ
Will my clients be annoyed getting a call from a number they don't recognize?
Two things prevent that. First, you send a quick email 24-48 hours before launch asking your clients to save the number — about 10-20% do, and those clients see the messages in their main inbox immediately. Second, the voice call with a friendly voicemail comes before the text — so by the time the SMS arrives, the number is already in their phone history. The message also references their existing policy and your agency name, so it feels like a call from your office checking in.
What if a client says STOP?
They're permanently removed from outreach across all my campaigns. I take this seriously. You won't get angry calls.
What about TCPA?
You have an established business relationship with every client on the list — that's the consent basis under TCPA for renewal-related outreach. We use Toll-Free Verified numbers registered under your agency name, follow CTIA best practices, and honor STOP instantly. We don't text strangers, only your existing book.
What if my AMS export is messy?
I clean it. Your only job is to drop the export into a shared folder. I handle dedupes, missing fields, opt-out scrubbing, and field mapping.
Can I customize what the AI says?
Yes. Voice, tone, and lead-with offer are all configurable. I'll send you a preview script before any messages go out, and you sign off before launch.
Why $299/month?
It's an obvious-yes for any agent with a real book. You only need to retain one policy you would have otherwise lost — average $1,000+ annual premium — and the campaign pays for itself 3x over. Most agents see 5-15 booked reviews per month, which means multiple saves plus cross-sells every single month.
What if it doesn't work?
I re-run the entire campaign for free. I'd rather earn your trust on round 2 than refund you, which is what every other agency does because they hate the work.
Does this replace my CSR?
No. Your CSR handles inbound, claims, and service requests — the human side. This handles the systematic outreach to your renewing book, which CSRs never have time to do consistently. Different work entirely.
Questions before you buy?
Text or email me directly. I personally answer every message. Want a 15-min Zoom before deciding? Book one below.
P.S. If you've ever paid $400/mo for a "retention platform" that sends generic emails and calls it outreach, I get it. This is the opposite of that. Real conversations, AI-quality, books straight into your calendar, no contracts. If round one doesn't pay for itself, you don't run round two. Simple.