Larger agencies sit on years of lapsed policies, unbound quotes and single-policy households. A reactivation campaign turns that data into booked conversations for your producers, without buying a single new lead.
Former clients who left over price or service. Rates and carrier options change, so many are open to another look.
Prospects who quoted and went quiet. Reach them again around their renewal date.
Timed outreach 45 to 60 days before a prospect's current policy renews.
Auto-only or home-only clients. Bundling raises premium per household and improves retention.
Personal lines clients who own businesses and buy commercial cover elsewhere.
New drivers, new homes, retirements and new babies, each a natural moment for a coverage review.
We handle the data, copy, sending and routing. Your producers only get the conversations that are ready.
We pull segments from Applied Epic, AMS360, HawkSoft, EZLynx or your CRM, remove duplicates and check consent and do-not-contact status.
Personal, helpful messages for each segment, delivered by email and SMS, with optional ringless voicemail and call tasks.
Replies and quote requests go straight to the right producer or office with context attached.
We track replies, quotes, bound policies and premium won back for each segment.
Insurance outreach is regulated, and a careless SMS blast can cost far more than it earns. Every campaign is built with:
CoachBerk is not a law firm. We recommend your agency's counsel review your outreach program.
"Hi Sarah, it's been a while since we helped with your home insurance. Rates in [Town] have moved a lot this year, and we now work with a few carriers we didn't have before. Would you like a no-pressure comparison before your renewal? Just reply 'yes' and Mike from our office will put it together."
Short, personal and useful, sent from a real person at your agency.
Tell us roughly how many records you have and we'll estimate the size of your reactivation opportunity.