Automate Renewals.
Keep Clients.
Save Hours.

A lightweight automation layer for independent agencies—AI emails, branded packets, and dashboards that prioritize what matters.

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Key Features

Transform renewal prep into a proactive, client-centric workflow.

AI-Powered Client Emails

Personalized outreach queued at the perfect time to retain and upsell.

Auto-Generated Renewal Packets

Professional PDFs with the essentials—fast, consistent, on-brand.

Renewal Dashboards

Prioritize VIPs, big increases, and soon-due policies automatically.

Re-Shop Triggers

Flag accounts for requote when thresholds or events hit.

Automated Reporting

Leadership snapshots for retention & renewal performance.

Save 40+ Hours / Month

Move CSRs from manual prep to higher-value client work.

The Problem We Solve

  • CSRs lose 40+ hours monthly to manual renewal prep.
  • AMS recap emails are raw data—not action.
  • Missed proactive outreach leads to churn.

Our Automated Solution

  • AI-powered, branded client communication.
  • Instant renewal packets with the need-to-know.
  • Priority dashboards for who needs attention now.
  • Auto reporting for leadership KPIs.

Simple Pricing

Choose the plan that fits your agency.

Essential

$297/mo
  • AI client emails
  • Branded packets
  • Renewal dashboards
Get Started
POPULAR

Professional

$497/mo
  • Everything in Essential
  • Re-shop triggers
  • Automated reporting
  • Basic onboarding
Get Started

Enterprise

$997/mo
  • Everything in Professional
  • Done-for-you onboarding
  • Data management
  • Priority support
Get Started

Ready to automate your renewals?

Tell us about your agency—we’ll reply within 1 business day.

sales@policyflo.com