Import and manage clients
Add contacts individually or import and organize client lists with the information needed for the agency's workflow.
Loading
Insurance Renewals
Automate Insurance Policy Renewal Reminders
Automate policy renewal reminders, client follow-ups, appointment scheduling and eSignatures using SMS, email, voice and WhatsApp.
Build a repeatable renewal process around your client data
A policy renewal may require several client touchpoints: an early notice, a follow-up, an appointment, supporting documents, and signatures. zCallMagic helps an agency configure those communication steps without making unsupported decisions about the policy itself. Staff remain responsible for client service, policy information, message content, and the final renewal process.
From upcoming renewal to completed follow-up
Identify upcoming renewals
Use relevant client dates and recurring campaign tools to prepare communication for policies approaching renewal.
Schedule reminders
Choose when the first reminder and supported follow-up messages should be sent.
Send through the appropriate channels
Use configured SMS, email, voice, WhatsApp Business, or connected personal WhatsApp workflows based on consent and account availability.
Follow up automatically
Continue the configured sequence while reviewing delivery results and pausing or adjusting future communication when needed.
Direct clients to a booking calendar
Include a public booking link so a client can choose an available appointment without a scheduling exchange.
Send documents and collect signatures
Prepare documents, assign fields to one or multiple recipients, send signing invitations, and monitor completion.
Track completion
Review campaign, appointment, and eSignature status so the agency can see where personal action is still required.
Connect each step to the right tool
Keep each communication appropriate for the client and channel
The agency is responsible for obtaining and documenting any required consent, honoring opt-out and revocation requests, and meeting applicable calling, texting, and commercial-email requirements. Avoid placing sensitive policy, financial, health, or claims information in ordinary message content. The agency must also determine whether a document and electronic-signature process are legally appropriate for its transaction.
Review messaging compliance informationExplore insurance automation workflows
Plan an insurance communication workflow
See how zCallMagic can connect renewal reminders, appointments, documents, signatures, and follow-up for your agency.