1.Runs weekly renewal schedule
Integrate Schedule by Zapier and workflow timing to trigger broker renewal lookups on a weekly cadence.
Notify brokers of outstanding renewals in team chat weekly
Automatically run a weekly renewal check across Schedule by Zapier and Zapier Tables. Get broker renewal lists when weekly cadence fires, renewal windows open, or scheduled checks run—so you can find broker deals, format outreach lists, and post to Lark team chat without manual renewal tracking.
How this automation protects renewal outreach
When the weekly renewal schedule happens, brokers can miss renewal outreach and renewal risk builds. This automation finds broker and deal records, formats renewal lists, and posts them to Lark—so your team can act with timely broker-specific details.
Zeitplanung von Zapieror swap with your favorite app
2.Finds broker records
Integrate Zapier Tables and renewal databases to search broker records and map broker fields into renewal outreach lists.
Zapier Tablesor swap with your favorite app
3.Iterates broker list
Integrate Looping by Zapier and broker record workflows to loop through each broker entry by broker ID and name.
Looping mit Zapieror swap with your favorite app
4.Finds deal records
Integrate Zapier Tables and policy data tables to search deals for the current broker ID and pull renewal line items.
5.Converts line items to text
Integrate Formatter by Zapier and reporting templates to transform mapped deal line items into message-ready blocks.
Formatter von Zapieror swap with your favorite app
6.Posts broker renewal message
Integrate Lark and team chat messaging to send a broker-specific renewal list to the configured group.
Lercheor swap with your favorite app
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Explore all policy renewal management automations
Retain more policies with automated renewal reminders, document collection, and CRM updates
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Schritt 3
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