Independent insurance agency · Boston, MA
Harbor & Finch built a renewals pipeline that catches every policy 90 days out.
94%
commercial policy retention, up from 88%
14
producers and account managers
0
renewals missed since switching
“Pipedrive was good to us for years. What we needed was renewals that create themselves and an assistant that drafts the remarketing email from the policy notes. That is what moved us.”
Meredith Cho, Principal, Harbor & Finch Insurance
Harbor & Finch writes commercial lines for restaurants and contractors around Boston. Every policy renews annually, and a missed renewal date is a lost client.
An automation creates a renewal deal 90 days before each policy’s expiry, assigns it to the account manager and drafts a remarketing email with the Assistant from the last year of notes.
| Plan | Growth |
|---|---|
| Seats | 14 |
| Moved from | Pipedrive |