Your brokers should be building client relationships,
not buried in renewal admin
Renewal reminders, policy document chasing, mid-term adjustments and new business follow-ups — your team is spending more time on admin than on advice. We automate the repetitive work so your brokers focus on retention and revenue.
Book Your Free Admin Audit →The admin that's putting renewals at risk
🔄 Renewal chasing done manually
Brokers calling and emailing clients weeks before renewal — one by one, from a spreadsheet. Clients who don't respond get chased again manually. Miss one and you lose the policy to a competitor who reached them first.
📋 Policy documents and MTA admin
Mid-term adjustments, updated schedules and endorsements processed by hand. Each one requires documents in, checks done, documents out — a small task that multiplies across hundreds of clients into a significant time drain.
📬 New business follow-up falling away
A prospect requests a quote but doesn't respond immediately. Without a structured follow-up sequence, they go cold. Your brokers mean to chase but the day gets busy — and the lead goes elsewhere.
Before OwnYourTimeBack vs. After
❌ Before
- Renewal outreach managed manually from a spreadsheet
- MTA requests processed one at a time by admin staff
- New business quotes followed up when someone remembers
- Clients lapsing because no one flagged the renewal in time
- Team overwhelmed at peak renewal periods
✅ After
- Renewal sequences triggered automatically 60, 30 and 14 days out
- MTA workflows processed and documented without manual handling
- New business follow-up sequences run automatically until a decision
- Zero clients lapse due to missed renewal contact
- Peak periods handled without extra headcount
Insurance brokers improve renewal retention rates and save 10+ hours of admin per week
Every renewal protected. Every lead followed up. Every client feeling looked after — without your team working harder.
Book Your Free Audit — It's 30 Minutes →