How do I use Renewal Desk: Insurance Renewals That Never Slip?

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

What's included in this kit?

This app ships with 5 projects & knowledge bases, 2 AI agents, and 6 automations & workflows — ready to run or customize after you clone.

John Xie published this crms app in the Taskade Community Gallery.

@johnTinkerer

5 2 6

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.

/share/apps/wuw70mjc6ga9cltk/preview

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.

: 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.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 5 projects & knowledge bases, 2 AI agents, and 6 automations & workflows — ready to run or customize after you clone.
: John Xie published this crms app in the Taskade Community Gallery.