Ready to streamline your insurance renewals?
Keep reading for simple, actionable tips you can use to bring automation to life in HubSpot and start seeing real results in your daily workflows. We’ll walk through ways to save time, reduce repetitive tasks, and make renewals run more smoothly. Or, if you prefer to see how it all comes together in action, skip ahead to a real-world case study where The Insight Studio helped an insurance agency transform their processes, work smarter, and grow their bottom line.
Why Automating Renewals Matters for Insurance Agencies:
- Renewals drive recurring revenue and client retention
- Manual renewal processes lead to service gaps and missed opportunities
- Automation ensures consistent outreach, timely reminders, and better follow-up
How a Renewal Pipeline Can Work in HubSpot For You:
- Align stages with your agency’s workflow (e.g., Renewal Outreach → Quoting → Review → Binding → Completed)
- Automate tasks and reminders (send emails, trigger calls/SMS, share meeting links)
- Use policy renewal dates to automatically trigger workflows
4 Steps to Building Your Renewal Pipeline:
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Create a Renewal Pipeline
Use HubSpot Deals or Custom Objects -
Define Pipeline Stages
Examples: 90 days out, 60 days out, 30 days out, Sent, Quoted -
Set Up Automation
Automate emails, tasks, producer assignments, and more -
Establish Reporting
Track renewal rates, conversions, and follow-ups
Best Practices for Insurance Agency Renewal Automation:
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Use custom properties to manage renewal dates
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Automate assignments, notifications, and reporting
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Integrate cross-sell/upsell offers into renewal workflows
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Regularly monitor and optimize pipeline performance
Where Efficiency Meets Growth
Automating your renewal pipeline in HubSpot not only improves client retention but also drives sustainable revenue growth and streamlines complex workflows for both producers and service teams. By reducing manual tasks and creating a more consistent renewal process, your agency can focus more time on building relationships and delivering value to clients.
Ready to harness the full power of marketing automation for your insurance agency? Read The Insight Studio’s latest case study to discover real-world results, best practices, and proven strategies. Then, connect with their team to learn how HubSpot can help you simplify operations, increase efficiency, and accelerate your agency’s overall growth.
