Renewals depend on someone remembering.
A missed renewal is not a system failure, it is a busy week. It costs the same either way.
We handle renewals. You handle relationships.
heedly takes the renewal chasing and the everyday paperwork off your team. Reminders go out on time, certificates, ID cards and policy changes get handled, and every renewal shows you which clients should be offered another line.
Built for independent insurance agencies in the US.
The problem
The renewal work never stops, and it never gets easier.
If any of this sounds like your agency, heedly was built for exactly this.
Certificates, ID cards and policy changes come in by phone and email.
Your account managers handle each one by hand, one request at a time.
Clients call to ask where their claim stands.
Every one of those calls lands on whoever picks up the phone.
Long time clients renew without anyone asking what else they need.
A client with one policy is the easiest revenue to add and the easiest client to lose.
What heedly does
Chaos in. Clarity out.
Renewal reminders on schedule.
They go out on their own, so nothing depends on a calendar entry or a good memory.
The everyday paperwork, handled.
Certificates of insurance, ID cards and policy changes get taken care of instead of sitting in an account manager's inbox.
Follow ups that happen without you.
Missing documents, signatures and unanswered renewals get chased until they come back.
Cross sell flags on every renewal.
A commercial client never offered benefits, an auto client never offered an umbrella, clients from an acquired book never offered more.
Claim updates before the phone rings.
Clients hear where things stand instead of calling in to ask.
Your agency keeps the client relationships. heedly handles the paperwork and the chasing.
How it works
Three steps.
01
Map
We learn how your agency handles renewals and cross sells today, and where time and revenue slip through.
02
Automate
We set up the renewal reminders, the follow ups and the cross sell flags around the way you already work.
03
Focus
Your account managers and producers spend their day with clients.
Who it is for
Independent and regional agencies, roughly 10 to 50 staff.
Any line of business. P and C, life, benefits, commercial.
It fits best if your agency
- tracks renewals by hand or in a spreadsheet
- has no client portal, so every request comes in by phone or email
- runs more than one office
- recently acquired or merged with another agency
- is short an account manager and hiring has not fixed it
heedly works alongside your team. It does not replace anyone and your clients still deal with the same people they know.
Questions
Straight answers.
No. heedly works alongside your team. It does not replace anyone and your clients still deal with the same people they know.
Renewal reminders and the follow ups behind them, certificates of insurance, ID cards and policy changes, cross sell flags on every renewal, and claim updates before clients call in to ask.
Any line of business. P and C, life, benefits, commercial.
It is built for independent and regional agencies in the US, roughly 10 to 50 staff.
No deck and no demo. We look at how your renewals and service requests run today, and I tell you straight whether heedly would save your team real time.
Fifteen minutes is enough to tell if this fits.
No deck and no demo. We look at how your renewals and service requests run today, and I tell you straight whether heedly would save your team real time.
Bogdan
Founder of heedly