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Client retention and upsell · Professional services
Renewaldetailsretypedfromemailintotheagencysystem
15 to 30 hours back a quarter estimate
No one at Lemonbrand reads your email. The software only reads, it never sends, moves or deletes anything.
What it does
- 01A carrier sends renewal terms as a PDF.
- 02It reads the PDF and spots what changed: the deductible.
- 03A note to the client waits for your send.
What stays with you
The coverage advice and the client relationship.
The coverage advice stays a conversation with you.
Drafts wait for you. Nothing sends on its own.
What it could give back
15 to 30 hours back a quarter
An estimate. A conservative estimate from what owners described on calls about this job. Yours will differ.
Could this run in your business?
Start with a free map of where your time goes. Or book a free 30-minute call, or answer a few questions first.
No one at Lemonbrand reads your email. The software only reads, it never sends, moves or deletes anything.