Renewal
Automation
Automated renewal campaigns that drive retention. Email and SMS reminders, one-click renewal for customers, and real-time tracking of renewal rates.
Never Lose a Renewal Again
Retention is cheaper than acquisition. Automate the follow-up so nothing slips through.
Email Campaigns
Automated multi-touch renewal email sequences — 90-day, 60-day, 30-day, and final notice. Branded templates with your logo and messaging.
SMS Reminders
Text message renewal reminders for customers who don't open email. Configurable timing and messaging via integrated SMS.
One-Click Renewal
Customers receive a personalized renewal link. One click to review coverage, confirm payment method, and renew — no phone call needed.
Auto-Renewal
For customers who opt in, contracts renew automatically with stored payment methods. Reduce churn from expired cards with retry logic.
Renewal Analytics
Track renewal rates by plan type, agent, region, and time period. Identify which segments renew and which don't — then act on it.
Price Adjustments
Apply rate increases, loyalty discounts, or coverage changes at renewal. Preview the new price before the campaign goes out.