Customer Journey: Erica, Insurance Agent
How Orbit helps independent agents grow their book and never miss a renewal
About Erica
- Independent agent selling auto, home, and life insurance
- Juggles a wide book of clients, leads, and referral partners
- Needs better tools to manage policy renewals and client outreach
The Customer Journey Using Orbit AI Premium
| Stage | Challenge | Orbit AI Solution | Example |
|---|---|---|---|
| Onboarding / Setup | Disorganized contacts and manual follow-ups | Import, tag by policy type, auto-message drafts | “Hi Marcos! Ready to revisit that life policy?” |
| Adoption | Struggles with consistent touchpoints | Smart nudges, tap-to-send templates | “Hey Jen — I’ll send over those quotes soon!” |
| Value Realization | Unclear on what works best | Reports on message impact and referrals | “Real estate referrals = 60% close rate” |
| Reactivation & Retention | Misses renewals or upsell chances | Renewal reminders + multi-policy prompts | Closes home + auto with loyal client |
| Advocacy / Referral | Forgets to ask for testimonials | Auto-suggests reviews + thank-yous | Orbit nudges a follow-up thank you |
Why Orbit AI Premium Works for Insurance Agents
- Smart follow-up nudges: Never lose touch with leads or renewals
- Message performance stats: Know what actually converts
- Client tagging system: Organize your book by policy type and stage
- Re-engagement reminders: Keep your book active all year round
- Personal AI messages: Consistent outreach that still feels human
Summary: Real Outcomes
- More quote-to-policy conversions
- Higher retention through timely check-ins
- Increased referral volume without awkward asks
- No more dropped leads or renewal gaps
- Less stress, more closed business
Sound like your workflow?
Orbit AI Premium helps agents like Erica simplify follow-ups, keep their book active, and win more referrals — without feeling like a sales robot.
Start Using Orbit AI Premium
