The Sale Is Just The Beginning.
Retention Is Where The Money Is.
Commission leaks out of your book every time a client feels forgotten. Autobot's retention campaigns go to work the instant you mark a sale — staying in touch automatically with thoughtful holiday messages, timely AEP & OEP reminders, OTC benefit nudges, and requests for the reviews and referrals that grow your book for free.
Hands-Free Retention System
Mark A Sale. Your Retention Campaigns Go To Work Instantly.
The moment you move a client to "Sold" in your pipeline, Autobot launches a thoughtful sequence of touchpoints that keep them loyal for years — without you remembering a single one.
What Happens The Minute You Close A Sale
An automated sequence of thoughtful, on-brand touchpoints that reassure your client and quietly turn every sale into reviews and referrals.
- DAY 0
"Here's How To Reach Me" Welcome
The moment you mark the sale, a warm welcome goes out with your direct line, office hours, and a clear note: "If you ever have a question, call me first." Sets the tone that you're their person for life.
- DAY 3
"Your Packet Is On The Way"
Reassures the client on exactly when to expect their insurance cards and policy packet in the mail — so they don't call the carrier in a panic when it doesn't arrive overnight. Includes what to do if anything looks off.
- DAY 14
Review Requests On Every Platform
Once the dust settles, Autobot asks happy clients to share their experience where it matters most — Google, Facebook, Yelp, and BBB — with direct links so it takes them under a minute. More reviews means more inbound trust.
GoogleFacebookYelpBBB - DAY 30
"The Best Compliment Is A Referral"
A gentle, authentic ask reminding clients that referrals are how independent agents grow — with a one-tap way to share your info or book a call. It lands warm, not pushy, and it runs on its own forever.
All four touchpoints run automatically in English & Spanish. SMS, email, and call costs are billed separately at cost — see our Billing FAQ.
AEP & OEP Reminders
Automatic reminders ahead of Medicare's Annual & Open Enrollment Periods — the right message at the right time so clients come back to you for their plan review instead of the first TV ad they see.
OTC Benefit Nudges
Timely reminders when Over-The-Counter and wellness dollars are about to expire — a thoughtful touch that saves clients money and reminds them you're watching out for them all year.
Holiday Messages
Thoughtful, on-brand birthday, Thanksgiving, Christmas, and New Year messages that keep your name warm without the scheduling headache — fully bilingual, fully automated.
The Physical Half Of Retention
When A Text Won't Cut It, Send Something They Can Hold.
Pair your digital retention campaigns with tangible touches that sit on a kitchen counter for months — folded cards, postcards, and real client gifts.
Folded Cards in Envelopes
Elegant 2-panel folded cards that feel like real invitations — your agency logo or agent headshot printed on the back of every piece.
QR Codes & Custom Images
Add trackable QR codes linking to your calendar or SOA form, upload your own photos, or pick from hundreds of pre-made insurance templates.
Gourmet Client Gifts
Fresh-baked cookies, brownies, popcorn tins, deluxe mixed nuts, and brand gift cards — attached right to your card mailings.
100% Hands-Free
Triggers fire automatically — 10 days before a birthday, after policy approval, or ahead of AEP — so you never make a trip to the post office.
Custom cards, logo/headshot on back & gourmet gifts
*Printing, custom cards, gifts & postage are separate fulfilled vendor costs, billed only when mailings ship.
Stop Losing Clients You Already Earned.
See how Autobot keeps every client warm — with automated retention campaigns that run themselves and physical touches that actually arrive.