Insurance
Industry 06 of 08
Insurance agencies: Every renewal sent, every quote followed up.
An agency's book of business is its most valuable asset. Handll helps the team work all of it: renewals, quote follow-up, cross-sell and the dormant book.
Where the hours go
Three places the work piles up.
01Renewals slip
Renewal dates and coverage gaps sit in the agency management system until it is too late.
Queue: renewals slipSample 41
policies renew in the next 30 days
- Homeowners, the OrtegasRenews in 4 daysNo reminder
- Commercial auto, Ridge FreightRenews in 13 daysNo review
- Umbrella, P. SatoCoverage gap notedUnseen
02Quotes without a second touch
Quotes go out and never get a second follow-up.
Queue: quotes without a second touchSample 29
quotes sent with no second follow-up
- Home and auto bundleQuoted on Monday1 touch
- BOP quote, a bakeryQuoted last week1 touch
- Renters quoteQuoted on Friday1 touch
03The dormant book
Past clients and lapsed policies are never contacted again.
Queue: the dormant bookSample 640
past clients and lapsed policies
- Lapsed auto, 2023Moved to a new addressDormant
- Past client, life policyNo contact in 2 yearsDormant
- Lapsed home, 2022Sold the house?Dormant
What we build
What we build for insurance agencies.
Each system is engineered to your process, then tested, human-reviewed and signed off before it ships.
01
Service 02
Outreach & Lead Generation Automation
Renewal reminders and quote follow-up on a defined cadence, every touch logged.
- Email-first sequences with every touch on the record
- Messages segmented and personalized by sub-vertical
- Replies routed to a named owner
02
Service 03
Data Interpretation & Enrichment
Cross-sell to the existing book and reactivation of the dormant book, with consent.
- Calls and emails turned into structured notes
- Missing details filled from approved sources
- Viable deals flagged through Opportunity Surfacing
03
Service 01
Custom CRM & Workflow Systems
Integration with the agency management system already in place.
- Pipelines and stages that match the real process
- One record of every contact, message and task
- Integration with an existing CRM, agency management or loan origination system
Before and after
The same week, handled.
6/6
- 01 Renewals slipHomeowners, the OrtegasRenews in 4 daysNo reminder
- 01 Renewals slipCommercial auto, Ridge FreightRenews in 13 daysNo review
- 02 Quotes without a second touchHome and auto bundleQuoted on Monday1 touch
- 02 Quotes without a second touchBOP quote, a bakeryQuoted last week1 touch
- 03 The dormant bookLapsed auto, 2023Moved to a new addressDormant
- 03 The dormant bookPast client, life policyNo contact in 2 yearsDormant
- 01 Renewals slipHomeowners, the OrtegasRenews in 4 daysReminder queued
- 01 Renewals slipCommercial auto, Ridge FreightRenews in 13 daysReview drafted
- 02 Quotes without a second touchHome and auto bundleQuoted on MondayDay 3 follow-up
- 02 Quotes without a second touchBOP quote, a bakeryQuoted last weekDay 7 follow-up
- 03 The dormant bookLapsed auto, 2023Moved to a new addressConsent checked
- 03 The dormant bookPast client, life policyNo contact in 2 yearsReview offered
Compliance
How compliance is handled.
Handll does not provide insurance advice or bind coverage. Licensed work stays with licensed people.
Trust, compliance and security- Provide insurance adviceNever
- Bind coverageNever
- Tie fees to commissionsNever
- Leave licensed work with licensed peopleAlways
- Opt-outs honored across every channelAlways
Handll systems support, and never replace, licensed client personnel. Handll does not provide insurance advice, bind coverage, take mortgage loan applications, or negotiate loan terms, and its fees are never contingent on or calculated from commissions or loan closings.
Start here
Start with where the hours go.
Renewals slip when the team is busy. We automate the reminders and the cross-sell, so the book keeps growing.
No pricing before we hear the scope. A partner replies the same business day.
Next industry, InsuranceMGAs