Follow up on quotes and renewals before clients shop around
Puffly is a free CRM that keeps quote requests, pending applications and upcoming renewals in one place, so nobody quietly moves to another agent.
Where insurance agency leads come from
Realtors, lenders and car dealers
People buying a home or a car need coverage fast, and the people helping them often recommend an agent they trust.
Online quote requests
Someone fills out a form or calls for a home or auto quote and is often comparing several agents at once.
Client referrals and family bundles
A satisfied client brings a spouse, a grown child or a friend. Bundles and household changes open more policies.
Life events and renewals
A new baby, a teen driver, a move or a new business all change what people need. Your existing book is often your best source of new policies.
What slow follow up costs a insurance agency
A quote that sits unanswered gets replaced by an online quote or a competitor's call. Renewals that pass without a conversation give clients a reason to shop on price alone. Life changes that go unnoticed mean gaps in coverage that you could have fixed.
A pipeline that fits a insurance agency
Puffly’s pipeline is yours to name. Here is one way a insurance agency could lay it out.
- Quote requestedSomeone asked for a price on home, auto, life, business or another policy.
- Quote presentedYou sent options and are waiting for questions or a decision.
- Application in processThey said yes and you are collecting the details the carrier needs.
- Policy boundCoverage is active and a welcome call or note sets the tone for the relationship.
- Renewal reviewThe policy is coming up for renewal and it is time to review coverage and rates.
Follow up moments worth a reminder
A home insurance quote went out three days ago and the buyer has gone quiet before closing
"Hi, just checking in on the home quote I sent. With your closing date coming up, I want to make sure coverage is in place. Any questions I can answer?"
A client's auto policy renews next month
"Hi, your auto policy is coming up for renewal. Want me to take a quick look at your coverage and see if anything has changed?"
A client mentioned a teen who just got a driver's license
"Congratulations to your new driver! Let us make sure they are covered properly. Do you have a few minutes this week to go over it?"
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Spring and summer bring home purchases and moves, and storm season raises questions about home coverage. Fall and early winter bring open enrollment for health and Medicare, so plan renewal outreach around the busy stretches.
Questions from insurance agents
Can I store policy numbers, claims or health details in Puffly?
No. Do not store sensitive account, claim or health information in Puffly. Keep those in your agency management system and use Puffly for quote requests, follow up and renewal reminders.
How do I track renewals?
Add a task for each policy ahead of its renewal date and use a Renewal review stage. Puff can point out who is coming up and draft a note for you to approve.
Can Puffly send quotes to prospects?
Puffly has quotes you can use to lay out options and pricing you propose. Carrier quotes and binding still happen in your carrier and agency tools.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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