Sample desk · Insurance sales · lane: renewals

Renewals: what the agents did today

Your desk · Renewals · Insurance sales4 done · 1 needs you · 3 queued
Done today
  1. Renewals due in 60 days listed
  2. Premium increases over 10% marked for review
  3. Renewal letters drafted
  4. + 1 more done today
Queued
  1. Remarket list for next month
  2. Coverage review reminders
  3. + 1 more queued
Needs your yes
  1. Approve the renewal lettersDrill deeper ▸

What agents do hereAn agent works the renewal calendar early and drafts every letter. A letter in your name waits for your yes until you approve that kind of letter.

◂ All five lanes

Try us out

Renewals, at an insurance agency. Where next?

  1. Drill deeper
  2. Next lane: Policy service
  3. Back to the Insurance sales desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.