AI for Agent Retention
Who this is for
Independent insurance agents and small agency owners who are tired of watching good policies lapse because follow-up fell through the cracks. If you have between 300 and 3,000 policies on the books and no dedicated retention specialist, this course is built for you.
What you'll build
By the end of the course you will have a working, AI-assisted retention system running inside your existing tool stack. No new AMS. No custom software. No engineering team. Just practical automation you can set up with the tools you already pay for plus a handful of low-cost add-ons.
You will walk out with:
- A trigger-based renewal outreach sequence that fires at the right moments around each X-date
- A simple book health dashboard that flags at-risk policies every Monday morning
- A prompt library and template bank you can copy directly into your workflow
- A 90-day rollout plan broken into weekly milestones
- A measurement framework so you can prove ROI to yourself in the first quarter
Who built it
RenewalEngineAI was built by operators who spent years inside independent agencies watching retention silently erode. Everything in this course has been pressure-tested with real agents working real books. No theory, no Silicon Valley jargon, no "imagine if" hypotheticals.
How the course works
Four modules. Twelve lessons. Each lesson is short enough to consume over a cup of coffee and actionable enough that you can implement it before lunch. The recommended pace is one lesson per day for about three weeks, then a week of implementation, then a final week of measurement.
Investment
One-time payment of $397 for lifetime access, all updates, the prompt library, and the private student community. Thirty-day money-back guarantee: if you implement the first three lessons and don't save at least five hours in your first week, we refund you in full.