Manage policyholders, automate renewal reminders, track new business pipelines, and segment clients by coverage type.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Policy renewal dates tracked in spreadsheets that go stale and lead to lapsed policies
No single view of a client across all their policies (auto, home, life, commercial)
Cross-sell opportunities are invisible because client data is siloed by line of business
Carrier portals do not track the agent-client relationship, just the policy data
New business prospecting falls behind when the book of renewals is demanding attention
Real workflows for Insurance, built into Laureo.
Track every policy renewal on a pipeline board. See which policies are up for renewal this month, next month, and next quarter.
Workflows send renewal reminder emails 60, 30, and 7 days before policy expiration. Create review tasks automatically.
Run a separate pipeline for new policies. Track prospects from lead to quoted to bound with weighted pipeline value.
Tag policyholders by coverage type (auto, home, life, commercial). Segment for targeted cross-sell campaigns.
Send campaigns to auto-only clients about bundling home insurance. Track cross-sell conversion by segment.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
Track policies from prospect to quoted to bound to renewed on visual pipeline boards. Custom stages model your exact workflow for each line of business.
Set up workflows that send renewal reminders at 60, 30, and 7 days before expiration. Overdue renewals trigger escalation tasks for the agent or account manager.
Each client record shows all associated policies, coverage types, premium amounts, and renewal dates. Custom fields capture carrier, deductible, and coverage limits.
Tag policyholders by coverage type and identify cross-sell opportunities. Filter for auto-only clients to pitch bundle discounts or life insurance.
Send renewal reminders, seasonal safety tips, and cross-sell promotions to segmented lists. Open and click tracking shows who engaged.
Use the built-in ticket system to track claims inquiries. SLA timers ensure timely response, and internal notes keep the team aligned.
From setup to results in 5 straightforward steps.
Upload policyholder data with custom fields for policy type, carrier, premium, and renewal date. Deduplicate and tag records on import.
Create separate pipelines for renewals and new business. Custom stages match your workflow: prospect, quoted, application, underwriting, bound, renewed.
Build workflows that send email reminders and create review tasks based on renewal dates. Set escalation rules for overdue renewals.
Segment policyholders by coverage type and send targeted campaigns. Track which cross-sell offers convert and which segments are most responsive.
Dashboards show renewal rate, new business volume, premium growth, and cross-sell conversion. Identify trends and adjust your strategy.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Sales Pipeline Agent - Highlighted for Insurance
The Sales Pipeline Agent identifies policies approaching renewal dates, flags accounts with no recent activity, and creates follow-up tasks to prevent lapses. Your renewal rate stays high without manual tracking.
Connect the tools you already use. No code required.
Gmail sync logs client communications. Calendar shows renewal review meetings.
Outlook sync and OneDrive for agencies on the Microsoft stack.
The problem
Salesforce needs add-ons and consulting to fit insurance workflows (its ecosystem is built around certified admins and consulting partners). Out of the box, it does not understand policies, renewals, or coverage types.
The Laureo advantage
Laureo uses custom fields and pipeline stages to model policies, renewals, and claims natively. Setup takes hours, not months.
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
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