Automation
Restaurant reviews
Google, Tripadvisor: every review gets a personal reply, and criticism is flagged to you.
€5 per monthEvery day at 3 pm, between services
Customer serviceAutomation
Insurance renewals
The agent tracks the renewal dates of the policies in your book, contacts each policyholder two months ahead with a summary of their coverage and a question about changes in their situation, and flags policies to renegotiate.
Use this template
€3 per month, estimatedPrice confirmed before launch
What the agent does
On the 1st of every month at 9 am
- 1Spot. Policies renewing in two months.
- 2Contact. Summary and situation question.
- 3Flag. Policies to renegotiate.
Sample deliverable
January renewals: 38 policies
- 31 policyholders contacted. 4 changes reported (house move, new vehicle).
- To renegotiate: SARL Kappa business package, premium +14% in two years.
- Message: This month's renewals and policies to review
Connectors
Google Sheets: read the policy book
Gmail: contact policyholders
Already set up for you
- Notice
- Two months before renewal
What you'll be asked
- Which spreadsheet holds your book of business?
Who it's for
About 1 run a month, standard business logic and 6 actions per run (emails sent): Micro tier.
Learn more
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