Grok Bot · Renewals
Renewal Radar
Reads your book export every week, finds policies renewing in 60 to 90 days and drafts a personal note for each one.
- For
- Agents and account managers who want every renewal touched before the client starts shopping.
- Delivers
- A weekly renewal list and a drafted note for each client, ready for your yes
- Runs
- Monday mornings, with a Thursday follow-up list
What it does
- Reads the book of business export you drop in each week
- Lists every policy renewing in the next 60 to 90 days, by producer
- Drafts a short, personal check-in for each client
- Turns loss runs and new terms into a plain-English renewal letter when you add them
- Keeps a running pipeline so nothing slips past its date
What it never does
- Sends anything without your yes
- Promises a price or a coverage outcome
- Puts full client files into a tool you have not approved
Grok Bot · New business
Prospect Desk
Finds businesses that just opened in your area from public sources and drafts a short intro email for each, for your approval.
- For
- Producers who want a steady list of new local businesses to call on.
- Delivers
- A weekly list of new businesses, a one-page brief on each and an intro email draft
- Runs
- Tuesday mornings, plus a daily check for replies and opt-outs
What it does
- Checks public sources you choose, like new business filings and permits
- Skips anyone already a client or on your do-not-contact list
- Writes a one-page brief from public information only
- Drafts a short intro email with your name, address and an opt-out line
- Logs every prospect so no business gets a second intro within 12 months
What it never does
- Emails anyone without your yes
- Calls or texts on its own
- Digs into anyone's personal social media
Grok Bot · Client brief
Market Watch
Reads reputable insurance news each week and drafts a short market brief you can send to clients, with every figure sourced and dated.
- For
- Agents who want to sound informed with clients without spending Friday afternoon reading trade news.
- Delivers
- A one-page weekly market brief, with links, ready to edit and send
- Runs
- Every Wednesday morning
What it does
- Reads the sources you approve, like trade news and state insurance department bulletins
- Pulls only figures it can link to a named source and date
- Writes a plain-English brief with a short what this means for you section
- Flags anything that needs your expert read before it goes out
- Keeps a list of what it covered so it does not repeat itself
What it never does
- Predicts a client's own rate
- Uses a number it cannot source
- Sends the brief without your yes
Grok Bot · Google reviews
Review Booster
At the same points for every client, each renewal bound and each claim closed, it drafts a short, personal ask for a Google review.
- For
- Agencies with loyal clients and too few Google reviews to show for it.
- Delivers
- A personal review request for each client at renewal or claim close, ready for your yes
- Runs
- Every weekday afternoon, if there is something to send
What it does
- Watches for renewals bound and claims closed
- Drafts a short personal note in your voice
- Adds your Google review link and nothing else
- Asks each client at most once a year
- Keeps a log of who was asked and when
What it never does
- Offers anything in exchange for a review
- Asks only the clients it thinks are happy, which Google does not allow
- Writes or posts a review itself
