Insurance agencies
Run renewal review and client outreach
Renewals usually slows down when policy renewals, premium changes, claims history, carrier notes, and client preferences do not tell the same story, or when a renewal window opens, premium changes, or remarketing is needed. Imagine keeps those sources in view, prepares a renewal summary, remarketing checklist, and client outreach draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the AMS and client record, so renewal work starts early instead of becoming deadline-driven.
The manual reality today
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01
Renewals can start with status hunting
policy renewals, premium changes, claims history, carrier notes, and client preferences each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The next renewals touch arrives late
When a renewal window opens, premium changes, or remarketing is needed, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The renewals trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the renewals sources
Imagine watches policy renewals, premium changes, claims history, carrier notes, and client preferences for new activity, stale items, and changes that affect the work.
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02
Build the renewals packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue renewals for review
Imagine drafts a renewal summary, remarketing checklist, and client outreach draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the renewals decision
After review, approved actions are recorded in the AMS and client record with the context, approver, and timestamp preserved.
Works with the tools you already run
- Applied Epic
- AMS360
- HawkSoft
- EZLynx
- Outlook
- Google Workspace
What changes
The renewals queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around renewals stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about renewals take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle renewals?
Imagine watches policy renewals, premium changes, claims history, carrier notes, and client preferences, spots when a renewal window opens, premium changes, or remarketing is needed, and prepares a renewal summary, remarketing checklist, and client outreach draft for review. Approved actions sync back to the AMS and client record with the supporting context attached.
Can renewals stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the AMS and client record is updated.
Where does Imagine update renewals status?
This workflow can connect to systems such as Applied Epic, AMS360, HawkSoft, EZLynx, Outlook, Google Workspace. Imagine works on top of those tools instead of replacing the system of record.
What changes in renewals?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so renewal work starts early instead of becoming deadline-driven.