Automate Renewals. Keep Clients. Save Hours.

PolicyFlo transforms personal lines renewal prep with automation, AI, and clean workflows—so your team wins back 40+ hours every month.

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Renewal Dashboard

Needs Re-Shop

7

High Priority

4

Renewals (7 Days)

12

Client
Rate Change
Current
Renewal
Hunter
37.95%
$1,378
$1,901
Lance
20.21%
$1,499
$1,802
Grosby
18.09%
$1,542
$1,821
Martinez
29.44%
$1,210
$1,566
Chen
-6.12%
$1,680
$1,577
Anderson
11.03%
$1,305
$1,449

Key Features

Purpose-built for independent personal lines agencies

AI-Powered Client Emails

Personalized, branded communication sent automatically at the right time to improve retention.

Auto-Generated Renewal Packets

Professional PDFs assembled gives clients the info they need to make renewal decisions fast.

Renewal Dashboards

Prioritize VIPs, big premium changes, and policies due soon with intelligent sorting.

Re-Shop Triggers

Flag policies for market checks automatically using premium change thresholds.

Automated Reporting

Real-time leadership metrics on renewal performance and retention.

Save 40+ Hours/Month

Reduce manual prep so CSRs can focus on higher-value activity.

The Problem We Solve

  • CSRs burn 40+ hours/month on manual renewal prep.
  • Recap emails from AMS/Raters = raw data, not workflows.
  • Inconsistent outreach → avoidable churn.

Our Automated Solution

  • AI-powered client communication, timed perfectly.
  • Branded renewal packets generated on demand.
  • Prioritized dashboards for VIPs & high increases.
  • Automated reporting for leadership.

Simple Pricing

Pick a plan and start saving time this week

Essential

$297/mo
  • AI-powered emails
  • Branded renewal 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 renewals?

Fill out this form—PolicyFlo will follow up within one business day.

Email: sales@policyflo.com

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