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Renewals

For agency teams

Client emails, drafted right inside your renewals worklist.

You already know an AI writes a clean client email. The hard part is sharing it across a team without tripping over each other. This app drafts from your own templates and gives everyone their own login.

Sound familiar?

When your team shares one AI login, this is the daily tax.

A login code, every single time

One AI account between three people means the sign-in code lands on one person’s phone. So you text it around and wait on each other before anyone can start.

You are all on the same meter

Two people drafting at once and you spend each other’s usage. One long session can lock the rest of the team out for the next few hours.

Stale chats eat the window

A usage window disappears fast when everyone types into the same old chat instead of starting fresh. Nobody should learn how tokens work to send a renewal email.

Here is the fix

01

Find the renewal you need to email.

Every renewal that is ready to send shows a Generate draft button. No new chat, no prompt to paste, no code to pass around.

renewals.app/renewals
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TP
InsuredCarrierLOBRenewalPremiumChangeStatus
Jordan SampleState FarmAutoSep 15$1,540.00+$150Email to stayGenerate draft
Maria DelgadoTravelersHomeSep 18$2,210.00+$89Email to stayGenerate draft
Kevin TranProgressiveAutoSep 21$980.00-$30Email to transitionGenerate draft
The Okafor FamilyNationwideHomeSep 24$1,875.00$0Requote
Beth CaldwellAllstateAutoSep 29$1,120.00+$72Completed
02

One click. The draft is written for you.

It picks the right template for that carrier and situation, fills in the customer’s name and the renewal details, and matches your agency’s voice. Read it over, edit anything, copy.

renewals.app/renewals

Renewal email draft for Jordan Sample

Review and edit before sending from your own email client. Check the details before you send.

Hi Jordan, Your State Farm auto policy renews on September 15. The renewal premium is $1,540.00, which is about $150 more than your current term. An increase is never fun to see, so I have already started reviewing your coverage to make sure you are not paying for anything you do not need. If you would like, I can walk you through a couple of options before the renewal date. There is nothing you need to do to stay covered. Just reply to this email and let me know how you would like to proceed, and I will take care of the rest. Thanks for being a longtime customer, Toshia Palermo ACC Insurance
Written in your agency’s voiceCopy

What your team gets instead

The same drafting, none of the shared-account headaches

Everyone gets their own login

No shared account, no codes texted around the team.

No AI subscription to buy

The drafting is built into the app you already use.

No fighting over usage

It is handled, so one person can’t lock out the rest.

Nothing to learn about tokens

Every draft starts clean. Open it, answer, copy.