Insurance sales ops schedule monthly check-ins by contract

Sales ops miss renewals when onboarding dates are untracked, risking policy lapses. So sales reps have scheduled monthly touchpoints across the contract, enabling proactive renewal outreach.

Overview

Missed onboarding dates create renewal risk and policy lapses for insurance firms. This workflow ensures every new client gets a pre-scheduled monthly check-in tied to the contract, giving reps a clear outreach cadence and protecting renewal opportunities. Customers report faster handoffs and fewer missed follow-ups.

Notable Features

Create recurring calendar events
Align check-ins to contract length
Notify sales reps of schedules