RenewalEngineAI

How it works

Audit. Build & Launch. Managed Ops.

Three phases. No long-term contracts. You can stop after any phase. Most agencies run all three because each one pays for itself before the next begins.

01

Audit - 5 days

$1,500 flat. Fully credited if you continue with Build & Launch.

A structured 5-day assessment of your renewal pipeline, lead-response workflow, quote follow-up, and AMS data integrity. We don't recommend anything we wouldn't run ourselves. You walk away with a written roadmap of the exact automations we'd build (ordered by expected revenue impact), ROI projections grounded in your actual book size and commission structure, and a decision-ready proposal.

  • ✓Renewal pipeline analysis and leak quantification
  • ✓Lead-response funnel audit across every inbound source
  • ✓Quote follow-up gap analysis
  • ✓AMS integration feasibility check (Applied Epic / HawkSoft / EZLynx)
  • ✓Custom automation roadmap with ROI projections
  • ✓Proposal tied to your specific retention and growth targets

02

Build & Launch - 2-3 weeks

$6,000 one-time. Audit fee credited toward this.

We build the specific automations from the roadmap and go live inside your environment. No generic CRM fill-in-the-blanks - these are workflows tuned to your book, your voice, your carriers. By the end of week three, your agency is actively running AI renewal campaigns, instant lead response, and quote follow-up automation. Your team is trained on the monitoring dashboard. Your producers have the new call lists.

  • ✓AI renewal campaign system with four-touch cadence
  • ✓Sub-60-second lead response across every inbound channel
  • ✓Quote follow-up sequences with personalization by carrier + coverage
  • ✓Operations dashboard for renewals, leads, and campaign metrics
  • ✓Full AMS integration - reads policies, writes activities, enforces opt-outs
  • ✓Team training (producers, CSRs, agency owner)

03

Managed AI Operations - ongoing

$2,500/month. Month-to-month, cancel with 30 days' notice.

AI systems drift. Clients' phones change. Carrier appetites shift. Classifiers degrade. Managed Ops is the ongoing layer that keeps the system working as the world changes around it. Each week we monitor performance, tune the classifiers and prompts, and surface what the data is telling you about your book. Each month we do a live strategy review with the agency owner.

  • ✓Weekly performance monitoring and classifier tuning
  • ✓Continuous prompt optimization as your tone and offers evolve
  • ✓Monthly strategy reviews with the instructor
  • ✓Cross-sell and churn-risk reports
  • ✓Priority support and same-week new-automation requests

Start with the audit

The $1,500 audit is the fastest way to see whether this will actually work for your agency. We either hand you a roadmap you’re excited to build, or we tell you it doesn’t fit yet - either way you get clarity in 5 days.

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