1.Schedules the weekday batch
Integrate Schedule by Zapier and scheduling systems to start the workflow on your weekday send time.
Send policy renewal SMS to insured contacts at scale
Automatically monitor the weekday schedule at 1:45 PM across Airtable and Twilio. Get instant reminders when weekday batch triggers, 1:45 PM window opens, or renewal outreach is dueβso you can group insured contacts, verify restrictions, and send SMS reminders without manual outreach.
How this automation sends renewal texts at scale
When the 1:45 PM weekday schedule fires, renewal reminders can be missed and coordination gets delayed. This automation finds upcoming renewals, groups household contacts, verifies restrictions, then sends SMS and logs each outboundβso your team can follow up fast.
Schedule by Zapieror swap with your favorite app
2.Finds upcoming renewal records
Integrate Airtable and database tools to look up renewal dates and contact details to prepare sending.
Airtableor swap with your favorite app
3.Groups renewals by lookup code
Integrate Code by Zapier and data processing tools to group records into one insured object per household.
Code by Zapieror swap with your favorite app
4.Loops through grouped insureds
Integrate Looping by Zapier and automation variables to iterate each household for individualized sending.
Looping by Zapieror swap with your favorite app
5.Verifies do-not-contact and bad words
Integrate Airtable and database tools to check restrictions for each looped insured before messaging.
6.Formats looped phone numbers
Integrate Formatter by Zapier and validation tools to format each loop phone into a sending-ready number.
Formatter by Zapieror swap with your favorite app
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Retain more policies with automated renewal reminders, document collection, and CRM updates
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