Ideas for insurance brokers

Ideas for insurance brokers

• Quote request watch

  A few times a day, check Outlook for new quote requests. Add each prospect to HubSpot and text me so I can call while they're warm.

  Brea checks your inbox through the day, logs each prospect in HubSpot, and texts you who to call.

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  • Email

• Renewal watch

  Every Monday, find the policies in my renewal sheet that expire in the next 90 days and draft an email to each client asking for updated exposures.

  Brea reads your Excel renewal list and drafts each request for your approval.

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  • Email

• Certificate requests

  A few times a day, check Outlook for certificate requests, find the client's policy in OneDrive, and draft the reply. Flag anything that needs a licensed review.

  Brea pulls the policy file and drafts the response, and leaves the judgment calls to you.

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  • Email

• Daily service brief

  Every weekday at 8, text me the service emails, renewals, and open HubSpot tasks that need action today.

  Brea reads your inbox and pipeline and sends one short list.

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  • Email

• Client meeting prep

  Every morning at 7, for each client meeting on today's calendar, text me their policies, renewal dates, and open HubSpot tasks.

  Brea looks up each client you're meeting and sends a short brief before your day starts.

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  • Calendar

• Renewal remarket prep

  For the Hollis Bakery renewal, pull the current policy from OneDrive and list their coverages, limits, and premium in an Excel sheet.

  Brea reads the policy documents and lays out what you need to shop the renewal.

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  • Reads files

• Open claim check-ins

  Every Thursday, email each client with an open claim in my claims sheet asking how it's going, and add their replies to the sheet.

  Brea sends each check-in and keeps the sheet current as clients answer.

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  • Email

• Coverage gap notes

  Find my HubSpot clients with an auto policy but no home or umbrella policy and draft a short note to each.

  Brea filters your book and drafts a personal note to each client for you to approve.

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  • Email

• Policy changes to Teams

  A few times a day, check Outlook for policy change requests and post each one in our service channel in Teams with the client and policy number.

  Brea spots the requests and hands them to your team where they already work.

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  • Email

• Client birthday notes

  Every morning, check HubSpot for client birthdays today and draft a short note from me.

  Brea finds today's birthdays and drafts each note for you to send.

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  • Email

• Open quote follow-up

  Every Tuesday, find quotes I sent more than a week ago with no reply and draft a follow-up for each.

  Brea checks your sent quotes against replies and drafts each nudge for you to approve.

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  • Email

• Renewal paperwork chase

  Find clients renewing in the next 60 days whose OneDrive folder is missing this year's application, and email each one a request.

  Brea checks every renewing client's folder and asks only the ones missing something.

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  • Email

• Client emails in HubSpot

  Every evening, summarize today's important client emails and add each one to the client's HubSpot record.

  Brea keeps every record current, so anyone on the team can pick up a client.

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  • Email

• Unsigned document nudges

  Every Monday, list the Docusign envelopes still waiting on a client signature and draft a reminder to each.

  Brea finds what is still unsigned and drafts each reminder for you to send.

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  • Email

• New policyholder welcome

  Email the Hollis Bakery owners our welcome note with their policy summary, and create their client folder in OneDrive.

  Brea drafts the welcome from their policy and sets up the folder the way you always do.

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  • Email

• Referral asks

  Find clients in HubSpot who have been with us more than three years and draft a short referral request to each.

  Brea picks your longest clients and drafts a personal ask for each, ready to approve.

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  • Email

• Carrier portal quote

  Sign in to the Progressive agent portal, pull the renewal quote for Hollis Bakery, and compare it with last year's premium.

  Brea uses the carrier's website with your saved login and sends you the numbers side by side.

  • Uses websites for you
  • Reads files

• Download dec pages

  Download the Hollis Bakery declarations pages from the Travelers portal and save them to their OneDrive folder.

  Brea gets the documents from the carrier site and files them with the client.

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  • Uses websites for you
  • Reads files