Stop losing renewals to your inbox. Google Sheets + Apps Script template that auto-fires email + SMS at 60/30/15/7-day marks, plus built-in review request flow.
The Apps Script runs on a daily timer, reads your sheet, and fires the right message at the right interval. You never touch it after setup.
Friendly check-in. Quote alternatives, ask about life changes.
Send updated quote + SMS confirming receipt.
Direct request to confirm or shop alternatives. Higher urgency.
Sheet flags red — your queue knows to phone, not email.
Pre-built sheet structure, all the Apps Script wiring, and the templates that fire from it.
Renewal pipeline tab with conditional formatting (red/yellow/green by days-out), client tab, template tab, log tab. Make a copy and you're live.
Time-driven trigger runs daily at 7am. Reads expiry dates, finds the right interval, sends the right template. Logs every send.
Auto, home, life, commercial — 3 per line. Mail merge fields ready: client name, policy type, premium, expiry, your name.
Twilio integration script included. 60-day check, 15-day urgent, 7-day call confirm, post-renewal thanks, review ask, winback.
Auto-sends review request 7 days after renewal closes. Customizable link, opt-out tracking, review captured count in dashboard.
PDF + Loom video covering Google account setup, Apps Script permissions, Twilio wiring, and your first test send. ~30 min to running.
Three for each line of business. Pre-written, lawyer-checked footer language, mail-merge ready.
Acquiring a new policy costs 5-7x retaining an existing one. Most agents I talk to spend 80% of their time chasing new leads and 0% on retention — until the renewal lands the morning of and they're scrambling.
This sheet runs in the background. No SaaS, no $200/mo CRM, no monthly fee. Google's infrastructure does the heavy lifting. You don't think about it.
Same model I built for MarketPulse subscribers, repackaged for agent → client retention. It's the boring, profitable side of the business.
A free Gmail works for up to ~100 sends/day. For higher volume, Google Workspace ($6/mo) raises the limit. Apps Script runs free either way.
Yes — Twilio account ($0 to start, then ~$0.0075 per SMS). The SMS module is optional; you can run email-only if you don't want SMS at all.
No. This is self-service. The walkthrough PDF and Loom video cover it. If you're not comfortable in Google Sheets, hand it to your VA.
It works alongside any AMS. Export your renewal list as CSV, paste into the sheet. Or wire your AMS's webhook to write directly. Loom video covers the manual paste flow.
Templates include TCPA-compliant opt-out. You're still responsible for written consent + DNC scrubbing on your end. I'm not your lawyer.
7-day refund through Gumroad, no questions. After 7 days, all sales final.
No SaaS subscription. No per-seat fee. No monthly anything. Buy it once, run it on your own Google account for the next decade.