Follow-up discipline for independent insurance agencies (quotes + renewals)
Quotes go quiet. Renewals drift. Timing slips during busy weeks.
We install a lightweight follow-up layer so bindable deals don’t drift in days 2–10. Clear cadence, clear ownership, and copy/paste templates — run conservatively and with minimal lift from your staff.
Conservative by design. No hype. If it’s not a fit, you’ll still leave with a clear map of the likely leakage points.
What this is (and what it isn’t)
This isn’t a new CRM and it isn’t a “training deck.” It’s a small operational layer we implement and run so follow-up timing stops depending on memory during busy weeks.
1) Map the quiet-loss window
We identify where quotes/renewals tend to go quiet and what “too late” looks like in your shop.
- • Quotes that stall after day 2
- • Renewals that drift until the last minute
- • Inbound speed-to-contact gaps
2) Set cadence + ownership
We put a conservative cadence in place (usually 3–4 touches) and define who owns each step.
- • 10-day quote follow-up rhythm
- • Pre-renewal touches in a window
- • “If X, then escalate to Y” rules
3) Run it quietly + report
We execute consistently with minimal lift from your staff and send a short weekly summary.
- • What was touched
- • What went quiet
- • What needs attention
What you’ll notice
More “I’ve been meaning to get back to you” replies, fewer stale quotes, fewer last-minute renewal scrambles — without asking your team to “work harder.”
What we don’t do
No hype claims. No “blasting.” No aggressive frequency. This is measured operational follow-up and responsible outreach.
The goal is simple: remove timing variance — and make follow-up discipline the default.
The 30-day pilot
A contained way to prove whether timing discipline recovers money already “in your book” — without forcing your staff into new tools.
Week 1: Snapshot
We map the quiet-loss window and agree on the timing rules + ownership.
- • 2–3 likely leakage points
- • 10-day cadence draft
- • Implementation plan
Weeks 2–4: Execution
We run consistent follow-up on a defined slice (quotes + a renewal window) and handle escalations.
- • Measured follow-up touches
- • Ownership + escalation rules
- • Built-in opt-out handling
End: Readout
A short summary of what warmed up, what converted, and what your next 60 days should look like.
- • What worked / didn’t
- • Where timing mattered most
- • Next-step plan
Two ways to start
If you’re curious, the lowest-friction step is the one-pager. If you want a sharper answer fast, we can do a 15-minute timing check.
Note: We only work with agencies where outreach is done responsibly (proper opt-outs, permission where appropriate, and sensible frequency). This is operational follow-up — not spammy blasting.
Quiet Leakage Calculator (Conservative)
A transparent way to estimate annual commission plausibly exposed to delayed or missing follow-up around renewals and inbound quotes. Illustrative — not a promise — and intentionally conservative.
Inputs
Use blended, realistic numbers. If you’re unsure on a percentage, choose the lower end.
Plain-English formulas
At-risk commission = (Policies renewing × Avg commission) × (Delayed/missing follow-up %)
Conservatively recoverable = At-risk commission × (Recovery rate)
Outputs
These outputs quantify opportunity cost — not to predict results.
Estimated annual commission base
$1,125,000
Estimated commission plausibly at risk
$90,000
This is the portion of commission base plausibly exposed to timing slippage.
Conservatively recoverable annual commission
$18,000
Illustrative only. The point is to estimate what may already be “on the books” but unrealized due to timing variance.
The point of the model
If your “quiet leakage” is even modest, the fix is usually not “more activity.” It’s removing timing variance with a small, conservative cadence and clear ownership.
Who this is for — and who it isn’t
The best fit is an agency that already has demand — and simply wants follow-up timing to be consistent.
A strong fit
- Renewals + inbound requests, but quotes/renewals sometimes go quiet
- Owner/operators who care about predictable operations
- Teams that want discipline without pressuring staff
- Agencies that prefer measured fixes over “more activity”
Not a fit
- If you’re looking for ads, branding, or “more leads”
- If you want aggressive promises or hype-driven claims
- If you expect a tool to replace management discipline
- If you’re not willing to do outreach responsibly (opt-outs, sensible frequency)
Common question: “Do you run it, or just advise?”
We can start with the one-pager (cadence + ownership + templates). If it’s useful, we can also run the cadence for you on a defined slice during a short pilot — minimal lift for your staff.
Two ways to start
If you want the lowest friction, ask for the one-pager (cadence + ownership + templates). If you want a sharper answer fast, book a 15-minute timing check.
Conservative by design. Minimal lift for staff. Responsible outreach only.