Sweep the book for monoline gaps and draft the outreach
The easiest new business in the agency is already in the book. Agent FM sweeps the active policies for monoline accounts, GL with no umbrella, property with no flood, professional lines with no cyber, and builds the hit list with each client's current lines, the missing one, and the renewal date, soonest first. Then it drafts a short note per client tied to their renewal, plain language, no scare copy, and waits for your OK before anything goes out. Accounts with stale-looking data get flagged, not pitched. Cross-selling stops depending on which gap a CSR happens to notice mid-renewal.
Sweep [the book, e.g. the Active Policies export in the Book sheet] for monoline accounts: GL with no umbrella, property with no flood, professional accounts with no cyber.
Build the hit list with client, current lines, the missing line, and renewal date, soonest renewals first.
Draft a short note per client tied to their renewal, plain language, no scare copy. Send nothing until I approve. Tell me the final count and flag accounts where the data looked stale.
