1
of 5— Identify your top 5 renewal types
What you'll accomplish
By the end of this guide, you'll have a library of ready-to-use renewal outreach templates — one for each major policy type — that you can personalize in 2 minutes per client instead of writing from scratch for 15–20 minutes. You'll also have a simple system for managing the 60/30/7-day outreach cadence without anything falling through the cracks.
What you'll need
- A free ChatGPT account at chat.openai.com
- Your AMS or a simple spreadsheet to track renewal dates
- An email client (Gmail, Outlook) to store and use the templates
- Time needed: 45–60 minutes to build the template library; 2 minutes per client after that
- Cost: Free
How-To Guide: Building a Renewal Outreach System with ChatGPT
Step 1: Identify your top 5 renewal types
Most agents handle renewals for the same 4–6 policy types repeatedly. Identify yours:
- Personal auto
- Homeowners
- Renters
- Commercial BOP (business owners policy)
- Life insurance
- Commercial auto
You'll build email templates for each. Focus on the ones you handle most.