Renewal Automations

Renewal Automations in Levitate are designed to help Insurance agencies stay proactive with their clients by automatically prompting outreach before, on, and even after policy renewal dates. Upcoming renewals will show on the dashboard of Levitate for upcoming months. Levitate Admins and Super Admins can create Renewal Automations, a series of emails centered around the policy renewal date, to remind their contacts of renewal, give carrier updates, and more.

Renewal Automations can be set to go out completely automatically, or manually kicked off through the renewal dashboard card on a month-by-month basis.

Below is a quick guide for creating a Renewal Automation, setting it up through the dashboard card, and setting it up to go out completely automatically using the automation settings.

Step-By-Step

From the Levitate Dashboard you'll choose Automations from the lefthand navigation menu

On the Automations page, choose Create New Automation

In order to create a new automation, you will need to be an Admin on the account

And from there, choose Renewal Automation

Once started, you can name the Automation and update settings— like if you'd like for it to go out automatically without being triggered by a dashboard card.

From there, you can add different steps of all kinds— email, text message, newsletter, or even an internal step like the creation of an action item— based around the date of the renewal. You can use Conditional Branching to create segmented steps for different kinds of renewal— by policy type, tags, or both.

And you can enable settings step per step, like who the step sends to or tag criteria for the step

Once you have your steps and settings configured you will choose Publish Changes to enable the automation to run

Renewal Automations can be set up in many different ways, but really benefit from the use of Segments and Tag Criteria steps for outreach that's personalized based on line of insurance. Read more about Automations Settings and Logic here to learn more about building out an automation using different segments and tag filters.

FAQS

What if my contact has more than one renewal in a year?

For contacts with multiple policies and renewals, there are settings that can be configured by your Success Specialist that will either ensure that the contact receives every renewal email, or that the contact will only receive one renewal email within a certain period of time. Renewal Automations that are set up to go out fully automatically, in YOLO mode, will not skip sending second, third, fourth, etc. renewal emails to contact based on those settings— they are only applied to Renewal Automations kicked off through the Renewal dashboard card.

Q: Why is my renewal automation only showing next months renewals and not this months on the dashboard?

A: The renewal dashboard card is based on the next month and beyond, we do not look in the current month.

Q: Why did my renewal automation only send out the renewals for today rather than all renewals for that client this month?

A: When a renewal automation does not send out all of the upcoming policies on the email for the current month, it is likely due to the automation being set to automatically approve, and we only include renewals for the day the automation was approved.

Q: I accidentally scheduled contacts using the wrong template. How do I cancel and restore those to the dashboard to schedule the correct email/automation?

A: in order to restore the renewals to the dashboard, you will need to contact Support@levitateapp.com.