For insurance brokerages & agents
The renewal that lapsed,
the claim you went quiet on, the form still unsigned.
A policy renews next week and the client hasn’t confirmed the update. A claimant hasn’t heard from anyone since the first notice of loss. An application is stuck waiting on one signature and a proof document. NextDoer runs the renewal chasing, claims-status updates, document collection and follow-up around each one, drafted, and gated by you. Every coverage, underwriting, claims and advice decision stays entirely with the licensed broker.
Your week today
The admin that carries the retention risk.
Not the advising, the follow-through around it. If this is your week, it is exactly the work NextDoer is built to carry.
The renewal that slips away
A book of policies renews every month, and each one needs a re-quote reminder and a client confirmation. Miss the window and the client shops elsewhere or the coverage lapses, quietly, until someone notices the client already left.
The claim you went quiet on
A first notice of loss came in, then the client hears nothing while the adjuster and insurer sort it out. The silence is what they remember, and it’s the fastest way to lose the account at renewal.
The application stuck on paperwork
The same application, ID, proof of prior insurance or signed form asked for three times while the file sits idle. Momentum dies, the quote goes stale, and the real work happens after hours because the day was eaten by chasing.
The payment that lapsed
A missed payment or an unconfirmed change quietly puts a policy at risk of lapse, and nobody flagged it in time. The reminder that should have gone out never did, and now it’s a coverage gap and an awkward call.
One window
Every channel, every renewal, every claim update, in one place.
Phone and voicemail, web and referral leads, email, SMS, e-signature and applications, insurers and documents. Each lands in a single queue with a drafted, on-brand message, approve it, reject it, or rewrite it. Coverage and claims decisions are never automated, only the chasing and the updates are, always gated for your call.
The agent team we'd propose
Six agents, one for each grind.
Each is a named routine that runs a real brokerage job end-to-end, reading the channel, drafting, chasing, tracking. Each starts on Approve, nothing sends without a tap, and graduates to Auto only for the reply types you decide to trust. Every coverage, underwriting and advice decision stays with the licensed broker.
Renewal Chaser
It flags, reminds and chases, never re-rates or advises. The broker decides the coverage and the terms.
Claims Status Responder
It relays status and chases the insurer. Every coverage and claims decision stays with the broker.
Document & Signature Collector
The broker decides what a file requires and whether it is in order. The agent collects, checks completeness and chases.
Lead Response & Quote Follow-up
It responds and follows up, never quotes or advises coverage. The broker owns the quote and every recommendation.
Payment & Lapse Watch
It flags and reminds, never reinstates or decides coverage. Anything touching the policy itself stays with the broker.
Compliance & Records Runner
It collects and tracks, never decides suitability. The broker makes every compliance and suitability determination.
How trust is earned
Every agent climbs the same ladder.
Nothing skips a rung, and you hold the dial the whole way, any reply type can be pulled back to Approve at any time.
Build
We teach the agent to read and reply on that channel. Nothing is live.
Shadow
The agent writes real replies and sends none. You just read the drafts.
Approve
Every reply waits for your tap. Rewrite any of it in your own words.
You pick
Which reply types you trust to go on their own, and which stay on Approve.
Auto
Trusted types send themselves. Everything else still waits for you.
A starting playbook we'd propose
The playbook, at a glance.
A first draft of what your agent team would run, and where each task would sit on the trust ladder. We tune it with you during the process review.
| Agent / task | Trigger | Typical mode |
|---|---|---|
| Renewal chase & re-quote reminder | Policy renewal nears | Approve |
| Renewal reminder (routine) | Standard renewal window | Auto |
| Claims status update | FNOL / claim progresses | Approve |
| Document & e-signature collection | File needs docs / signature | Auto |
| Lead response & quote follow-up | New lead / quote outstanding | Auto |
| Payment & lapse reminder | Missed payment / lapse risk | Approve |
| Disclosure & consent collection | File needs compliance docs | Approve |
| Records & retention tracking | PIPEDA / retention clock | Approve |
Your business next
Your brokerage, your book.
The process review maps your renewal cadence, your claims-update flow, your document and e-sign steps, your lead follow-up and lapse watch, and every point where the broker must stay in the loop, then shows you the first agent we would put to work. Client data stays governed by PIPEDA and its provincial equivalents, and every coverage, underwriting, claims and advice decision stays with the licensed broker.