# Insurance Renewal Prep: Requests Out Before the Rush Source: https://maito.app/workflows/get-renewals-ready-early Maito checks upcoming renewals each week, compares your agency records and call notes, and drafts the client's information request ahead of time. Every renewal gets a prep task, an update request and an assembled pack, so the agent isn't rushing in the last week. [Customer success](https://maito.app/workflows/team/customer-success) · [Insurance agencies](https://maito.app/workflows/industry/insurance-agencies) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) - Gmail - Microsoft 365 - Superhuman Mail ## How do you get insurance renewals ready early? To get insurance renewals ready early, set up a weekly Loop. Maito lists the policies renewing in the next 60 days, compares last year's details with your CRM and call notes, and drafts each client's information request. It flags changes the policy doesn't yet reflect. You approve, and it follows up on the date. ## How it's done today Agents remember dates and ask clients for updated information one by one. ## What Maito does 1. List renewals in the preparation window 2. Draft requests for updated exposure information 3. Pull what changed from notes 4. Assemble the pack for the licensed agent ## Example Loop run: Monday 8:30 AM · Weekly renewal prep **Maito** (8:30 AM): 6 renewals in the next 60 days. 3 ready to start, 3 not yet in the window. First up: Westbrook Bakery, commercial package, renews Dec 14. **On file last year:** payroll $212,000, 2 vehicles, 1 location. **Draft request asks for:** current payroll estimate, vehicle list, new locations, sales estimate. **Catch:** the Sept 22 call notes say they bought a delivery van and are opening a second counter in November. Neither is on the policy. I've added both to the request and flagged them for the agent. From the agency system and CRM notes. Drafts for the other 2 are in the thread. **Beth** (8:40 AM): Send the Westbrook one. **Maito** (8:41 AM): Sent to Marco Westbrook from you, asking for a reply by Oct 28. I'll set a follow-up for that day and assemble the pack as answers arrive. ## How to set it up On a schedule Get renewals ready early Ask your agent “Every Monday at 8:30, list policies renewing in the next 60 days, pull recent notes, and draft an information request to each client. Post in #renewals for the account manager.” Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Connect email - Gmail - Microsoft 365 - Superhuman Mail Use agency management software - Applied Epic - HawkSoft No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault. Not connected yet? Your agent sends you a link to sign in. ## What it won't do It can't quote or bind coverage, and it only knows changes someone recorded in your notes or email. ## Questions ### Can it run every week? Yes. A Loop checks the renewal window on a schedule and posts the list in Slack or by email. ### Which systems does it read? Your CRM, such as HubSpot, Salesforce, Attio or Pipedrive, and email. Agency management software like Applied Epic or HawkSoft works through a skill. ### Does it send the request to clients? Only after you approve it. Then it sets a follow-up for the reply date. ## More customer success workflows - [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving) - [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review) - [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan) - [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins) - [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive) - [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fget-renewals-ready-early)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)