Harbor Advisors Triples Their Policy Renewal Rate
How a 10-agent insurance brokerage replaced two disconnected platforms with one — and turned policy renewals from an afterthought into their biggest growth lever.
The Challenge
Harbor Advisors managed a growing book of business across life, health, and property insurance lines. AgencyBloc tracked policies and commissions, while Mailchimp sent newsletters and renewal reminders. But the disconnect between systems meant renewals slipped through the cracks.
Agents had no automated way to know which policies were expiring next month. Renewal outreach was manual and inconsistent, and cross-selling opportunities were invisible because client data lived in two separate systems.
- Policy renewal reminders sent late or not at all
- No cross-sell visibility across insurance lines
- Commission tracking required manual spreadsheet reconciliation
- Client communication history scattered across email and CRM
The Solution
Harbor Advisors migrated to Dewx in a three-week rollout, starting with their highest-value policy book and expanding across all insurance lines.
GTM Hub — Renewal Pipeline
Automated renewal tracking with 90/60/30-day reminders and agent task assignments.
Portal — Client Outreach
Unified email, SMS, and call logging in one timeline per client with renewal-triggered sequences.
OPS Hub — Commission Tracking
Automated commission calculations across carriers with split tracking and payout schedules.
Dew AI — Policy Summaries
AI-generated policy comparison summaries and renewal recommendation letters for clients.
The Results
3x
Policy renewal rate
45%
Increase in cross-sell revenue
4 hrs
Saved per agent per week
2 → 1
Tools consolidated into Dewx
Timeline
Imported policy database, configured renewal pipelines and commission structures.
Launched Portal communications with automated renewal sequences for top-tier clients.
Expanded to all insurance lines; activated Dew AI policy summaries.
Measured 3x improvement in policy renewal rates across all lines.
“We were losing clients simply because we forgot to reach out before their policies expired. Dewx now handles the entire renewal workflow automatically. Our retention tripled, and cross-selling feels natural instead of forced.”
Features That Made the Difference
Renewal Pipelines
Automated 90/60/30-day renewal tracking and outreach.
Unified Client Inbox
Email, SMS, and calls in one timeline per client.
Commission Automation
Multi-carrier commission tracking with split payouts.
AI Policy Summaries
Generate client-ready policy comparisons instantly.
Compliance Tracking
License renewals and CE credit reminders for agents.
Agent Performance
Book-of-business dashboards and renewal rate tracking.
Ready to Boost Your Renewal Rates?
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