Solutions by Industry · Insurance Agencies
Renewal Desk
Planned or in development
A renewal calendar by expiry date, a file assembled from what is already in your system, stepped reminders and a dashboard.
Estimate: setup 2,500–6,000 USD + 600–2,500 USD/month (anchor: agency remote assistant 897–2,500 USD/month)not a firm price
It is defined and being built. It is not on sale yet.
InsuranceRenewals lostRenewals deskMonthly plan
Conceptual image: it illustrates what is planned. It is not available yet.
Who it is for
Agency with a steady flow of annual renewals and a team of 3 to 15 people.
Also on this shelf
- Certificate of Insurance Desk Planned or in development
- Document Intake and Classification Planned or in development
- Bilingual Agency Front Desk Planned or in development