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Renewal & Follow-up Sequence
Timely, helpful renewal reminders that retain clients.
Universal
Claude
ChatGPT
Gemini
Grok
💡 The original prompt — works in any model. Start here, then tune per model.
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Policy
Client
Write a renewal follow-up sequence. Policy type + timing: {POLICY} Client relationship: {CLIENT} Give me 3 touches: 1. An early heads-up with a value reminder (what they're protected against). 2. A check-in offering a quick coverage review. 3. A friendly final reminder with an easy next step. Warm, helpful, never pushy. Use [brackets] for dates/specifics.
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