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Insurance Agent Guide

How to Automate Task Reminders & Follow-Ups as a Insurance Agent

Miss a renewal date and you lose the client to auto-renewal at higher rates. With 38 policies renewing in November alone, trying to track follow-ups for Mrs. Kim, the Patels, and dozens of others by hand leads to dropped balls and lost commissions.

The Current Reality

The Manual Way

Agents rely on sticky notes, scattered spreadsheet tabs, or phone alarms that go off at the wrong time to track 50+ renewal dates and calls.

4 hours per week
  1. Log into the agency management system to export the renewal report
  2. Copy dates by hand into a personal calendar or Excel sheet
  3. Set individual phone alarms for each follow-up call
  4. Check carrier portals one by one for current rates before calling
  5. Update the status manually after every client conversation

With Christine AI

The Christine Way

Text Christine a list of renewals or send a voice note after a meeting; she fills your calendar and sets automated pre-call reminders.

You

Text: 'Schedule 15-min renewal reviews for all November policies. Start with Mrs. Kim on Oct 20 and Patels on Oct 22.'

Christine

Creates calendar invites and sets a reminder 3 days prior to pull current rates from carrier portals.

You

Voice note: 'Just left the Delgados. They need a quote comparison by Friday. Remind me Thursday morning to draft that email.'

Christine

Logs the task, sets a Thursday 9 AM notification, and prepares a draft email folder for the Delgado file.

Time Saved Per Week

3.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Hey Christine, I just met with the Riveras. They want to bundle home and auto but need to think about it. Remind me next Tuesday at 10am to follow up.
9:41 AM
Got it. I've set a reminder for Tuesday, Oct 24 at 10:00 AM: 'Follow up with Riveras on bundle quote.' Want me to draft a summary email of their current coverage gaps now?
9:41 AM
Yes, please. Also, can you check my calendar and tell me which renewals are coming up in the next 14 days?
9:42 AM
Draft email is ready. On renewals: You have 5 policies expiring soon: Mrs. Kim (Nov 1), Patel Business (Nov 8), J. Smith (Nov 10), L. Garcia (Nov 12), and T. Wong (Nov 14). Should I schedule 15-min prep blocks for each?
9:42 AM
Perfect. Schedule those prep blocks for the morning of each renewal date. And remind me 2 days before each one to run new rate checks.
9:43 AM
Done. Prep blocks added to your Google Calendar. I've also set recurring reminders 48 hours before each date to 'Run rate checks across Progressive, State Farm, and Safeco.'
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

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