I lead renewals at a non-standard auto insurance agency, where retention has stayed above 80%. This playbook is my structured version of that written-first approach, with the tools to run it — not a PDF of tips.

THE TOOLS

• MESSAGE GENERATOR — Fill in 5 fields and the message comes out ready, with a WhatsApp preview and one-click send.

• SMART SHEET — Paste your policies and the “ACTION TODAY” column tells you who to message and who to call.

• n8n AUTOMATION — Runs on its own: sends via the official WhatsApp API and emails you who to call.

THE SYSTEM

• D-15 template with a one-word menu (RENEW / PRICES / CALL ME)
• D-5 template with real urgency, not pressure
• Monthly payment reminder
• Express call script under 60 seconds
• Answers to the 3 objections you always hear
• Team rollout script + retention metric + 7-day plan
• AI prompts to adapt it to your agency
• A voice-agent prompt that returns your calls

26 lessons · English and Spanish · Certificate · Lifetime access

7-DAY GUARANTEE — Read it, run it, and if it isn’t for your agency, message us within 7 days for a full refund.

Your results will depend on your book and your execution.

Dirijo renovaciones en una agencia de auto non-standard, donde la retención se mantiene sobre 80%. Este playbook es mi versión estructurada de ese enfoque. 26 lecciones en inglés y español. Garantía de 7 días.