Renewal Reminder + Quote
Send a renewal reminder with an updated quote ahead of policy expiration.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Reminds a policyholder that their insurance policy is approaching renewal and includes an updated quote.
- Policy renewal reminder
- Insurance renewal quote
- Coverage expiration alert
Fields your team can fill in
To
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Cc
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Subject
Your Policy policy_number Is Coming Up for Renewal
renewal-quote
Hi client_first_name,
Your current policy is approaching its expiration date, and I wanted to reach out personally to make sure your coverage continues without interruption.
RENEWAL SUMMARY
• Policy Number: policy_number
• Coverage: coverage_summary
• Current Expiration Date: current_expiration_date
• Renewal Premium: $renewal_premium
Your updated renewal quote is attached. Please take a few minutes to review it and let me know if you have questions about any of the coverage terms or pricing.
WHAT'S CHANGED
If there are any adjustments to your premium compared to last year, I'm happy to walk you through the factors involved — whether that's changes in your claims history, industry-wide rate adjustments, or updates to underlying coverage. In many cases there are options available to help manage costs without reducing your protection.
YOUR OPTIONS
• Renew as-is with the attached quote
• Request a coverage review to see if adjustments make sense
• Explore alternative options — I'm happy to shop the market on your behalf
Please respond by response_deadline so we have time to process your renewal before the expiration date. A lapse in coverage, even a brief one, can create complications — so let's make sure we get this locked in.
Feel free to call me at me::phone or reply to this email at me::email. I'm here to help.
Workflow context
When to use this workflow
Use this workflow when an insurance policy is approaching expiration and the client needs a renewal reminder, updated quote, coverage summary, and response deadline.
What this replaces
This replaces rewriting renewal reminders, manually attaching quote documents, and checking whether policy number, premium, expiration date, and response deadline are included.
Why teams standardize this email
Renewal reminders protect retention and reduce coverage lapse risk. A workflow helps agencies send complete, consistent renewal emails while allowing agents to review details before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the renewal reminder and quote email in Outlook
- Prompts for client name, policy number, expiration date, renewal premium, coverage summary, response deadline, phone, and email
- Adds a policy-specific subject line
- Can require the renewal quote or updated policy proposal attachment
- Keeps the draft editable before the agent sends it
FAQ
Does Toggles renew the policy automatically?
No. Toggles prepares the email. Renewal processing happens through your agency or carrier workflow.
Can the renewal quote attachment be required?
Yes. This workflow can require the renewal quote or updated policy proposal before sending.
Can agents edit the message for specific clients?
Yes. The Outlook draft remains editable before it is sent.
Part of a starter pack
Explore the Customer Success Starter Pack
Help success teams send onboarding, check-in, renewal, meeting follow-up, handoff, and billing emails from Outlook with approved structure already in place.
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
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Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.