I will create and automate insurance renewal tracking system with client reminder CRM

H
harper_emmanuel
H
harper_emmanuel
Harper CRM
create and automate insurance renewal tracking system with client reminder CRM
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create and automate insurance renewal tracking system with client reminder CRM
Full Screen
create and automate insurance renewal tracking system with client reminder CRMcreate and automate insurance renewal tracking system with client reminder CRM

About this gig

Are important insurance renewals being missed because your team is tracking expiration dates manually, relying on spreadsheets, or forgetting to follow up with clients on time?

I will build an insurance renewal tracking system with automated client reminders to help you organize upcoming renewals, schedule timely follow-ups, and create a consistent renewal workflow for your agency.


Instead of manually checking policy dates and remembering when to contact every client, your renewal process can be structured so your team knows what is due, when it is due, who needs to be contacted, and what action comes next.


WHAT I SET UP

  • Insurance policy renewal tracking
  • Renewal date and expiration tracking
  • Automated client renewal reminders
  • Email/SMS reminder workflow
  • Renewal follow-up sequences
  • Client and policy information management
  • Renewal task creation and assignment
  • Agent/team notifications
  • Custom renewal pipeline
  • Upcoming renewal tracking
  • Client follow-up scheduling
  • Policy status tracking
  • Renewal opportunity management e.t.c


CRM & PLATFORMS

  • EZLynx
  • AgencyZoom
  • AgencyBloc
  • NowCerts
  • HawkSoft
  • Better Agency
  • QQCatalyst
  • Jenesis
  • GoHighLevel
  • ActiveCampaign
  • Zapier


Contact Me Let's Work.

  • Platforms

    • Custom

  • Programming Language

    • C#
    • Apex
    • SOQL (Salesforce Object Query Language)
    • .NET Framework
    • Lightning Web Components (LWC)
    • SOSL (Salesforce Object Search Language)
    • Power Platform (Power Apps) expression
    • Aura Components
    • Deluge
    • ABAP

Get to know Harper CRM

Harper CRM

CRM Automation, Sales Systems Specialist

  • FromUnited Kingdom
  • Member sinceMay 2026
  • Avg. response time4 hours

  • Languages

    English, French, Turkish, German, Arabic
Hello I'm Harper. I help businesses build organized CRM systems, automated sales pipelines, and efficient workflows that turn scattered leads into structured opportunities. I specialize in CRM setup, sales pipeline development, lead management, workflow automation, and business integrations using platforms such as HubSpot, Pipedrive, Airtable, Zapier, Make, and Apollo. From lead capture and qualification to discovery calls, proposals, follow-ups, and closed deals, I build customized systems around the way each business actually sells. Let's build a smarter sales system for your business.

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