Renewal Desk: Insurance Renewals That Never Slip
See every policy that renews in 15, 30 or 60 days, remind clients by email in English or Spanish, and catch a lapse before it costs you the client.
Renewal Desk: Insurance Renewals That Never Slip is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 6 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 5 projects, 2 AI agents, 6 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Renewals Desk and Agency Help. Its automations include Remind at 15 days, Mark lapsed and Remind at 30 days.
by @john
What you can do with Renewal Desk: Insurance Renewals That Never Slip
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Renewal Desk: Insurance Renewals That Never Slip works
- Remind at 15 days: when Every day at 9:00 AM, then Find policies that renew in 15 days and Find the "Reply-to email" setting.
- Mark lapsed: when Every day at 6:00 AM, then Find renewals whose date passed and Find the "Reply-to email" setting.
- Remind at 30 days: when Every day at 9:00 AM, then Find policies that renew in 30 days and Find the "Reply-to email" setting.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Renewals Desk, Agency Help
- Automations: Remind at 15 days, Mark lapsed, Remind at 30 days
- Integrations: Gmail
- Workspace: 5 projects, 2 AI agents, 6 automations