PolicyPulse is an AI agent that tracks every policy in your book, initiates outreach before renewals slip, and keeps coverage active — so you stop losing revenue at every cycle.
Import your book from carrier portals, AMS systems, or spreadsheets. PolicyPulse maps every policy to its renewal window and carrier requirements.
Before each renewal window, the agent scores every policy for lapse risk — factoring in carrier history, client engagement, coverage gaps, and market conditions.
At 60, 30, and 7 days before renewal, the agent sends personalized outreach — email, text, or both — tailored to the client's coverage needs. No manual work.
If a client doesn't respond or wants to shop around, the agent handles the conversation, answers common questions, and escalates to you only for the hard decisions.
Most lapses aren't clients leaving — they're clients forgetting. PolicyPulse sends the right message at the right time, in your voice, so every client feels cared for right up to the moment they decide to renew.
Hi Jorge,
Your Bristol West policy (FLF-2024-0341) renews on June 23rd. Based on your current coverage, I'd recommend reviewing your liability limits before we lock in the new term.
I've attached a coverage comparison and a quote for the updated limits. Let me know if you'd like to chat before renewal — I'm here.
— Sent by PolicyPulse on behalf of Jon Lynch Insurance Group
PolicyPulse ingests carrier filing data, license intelligence, and your agency's historical lapse patterns to predict renewal risk with precision. It's not a calendar — it's a radar.
Tracks rate changes, non-renewal notices, and carrier exit patterns across all states — so you know when a client's carrier is about to drop them before it happens.
Identifies concentration risk — if 40% of your book renews in the same quarter with the same carrier, PolicyPulse alerts you to diversify before a carrier-wide non-renewal hits.
Learns from your agency's historical renewal data to score every policy. Policies with prior lapse history, missed payments, or client disengagement get flagged early — not at day 7.
PolicyPulse runs autonomously in the background — tracking renewals, sending outreach, handling conversations — so every policy gets the attention it deserves, whether you have five minutes or five hours.