For independent insurance agencies
Renewal and payment checks that run themselves.
Every night, Sidechat checks each Progressive and Mercury renewal coming due and sends a reminder to customers who haven't paid. Your team starts the morning with a short list of the few who need a call.
About 3,000
policy checks a month at one independent agency
Every night
each Progressive and Mercury renewal
< 1 month
to go live, after a shadow run
Month to month
no long-term contract
01
The problem
When a renewal comes due, someone on your team logs into the carrier portal to see whether the customer paid, one policy at a time. In a busy month, the one that slips can turn into a lapse.
02
Check
Overnight, Sidechat checks each renewal on Progressive and Mercury: is it out, and has the customer paid?
03
Remind
Customers who haven't paid get a reminder from your agency, in wording you approve.
04
Your morning list
Who paid, who got a reminder, and the few who need a call. See a sample →
05
A shadow run first
The checks run, but nothing goes to your customers until you've reviewed the results.
06
Live in less than a month
Reminders go out in your agency's name, with your approval. On other carriers? We build a custom setup for your agency.
Do the math
Renewals a month × minutes per check. For example, 500 renewals at 6 minutes each is 50 hours of portal checking a month.
Hiring a CSR for renewals? See what runs overnight first.
Running in production at an independent agency today. Every renewal is checked overnight, and no one logs in by hand.
Let's look at your renewals.
Bring your renewal numbers and carriers, and we'll walk through what Sidechat would check for your agency.