The Helmsman Marketing annual PolicyReview ™ Program is an automated multi-touch campaign that allows the independent insurance agent to communicate with clients at just the right time – when their policy is due for renewal!

Increases account longevity and builds greater lifetime account value,
significantly growing the bottom line value of your agency

Puts your agency in position to supply all the insurance needs of your clients

Presents an opportunity to cross sell/up sell in a timely, cost-effective manner

Provides Top of Mind Awareness (TOMA) -  increasing your agency's retention rate

Highlights your agency’s superior customer service

Builds deeper client connection by supporting existing accounts

Three months prior to a client's primary policy renewal date (homeowners or auto), a 3-touch communication program is launched, inviting clients to sign up for a 15-minute phone appointment to review their current policies and insurance needs.  Clients schedule appointments at their convenience via an easy-to-use online calendar, saving your agency time and resources (note: clients without Internet access are invited to call).  Your agency is alerted when appointments are scheduled, which can be easily tracked online.

Postcard -  Sent 90 days before expiration of homeowner’s (or auto) policy

Voicemail - Sent 80 days before expiration of homeowner’s (or auto) policy

Email - Sent 70 days before expiration of homeowner’s (or auto) policy

Confirmation Emails - Sent to client and agency CSR after appointment is scheduled; syncs to iCal

Client Reminder Email - Sent to client 1 day prior to appointment

Agency Reminder Email - Schedule of appointment/s for following day sent to agency CSR