Automations for insurance agencies
Failed payment recovery for insurance agencies
Insurance agencies know this one well: renewals sneak up and policyholders shop around. The failed payment recovery handles it for you, between quotes, renewals and claims questions. When a recurring payment fails, people get a friendly message and an easy way to update their card.
The problems it takes off your list
Renewals sneak up and policyholders shop around. Nobody at a one-person insurance broker covering home and auto signed up for that part of the job, and the failed payment recovery handles it.
What it looks like in practice
Say you run a one-person insurance broker covering home and auto. A policyholder's card expires and the monthly payment fails in your payment tool. They get a friendly message with a secure link to update it. They do it two days later and the payment goes through.
How it works for insurance agencies
Step by step, this is what the failed payment recovery does with your policyholders.
- A recurring payment fails in your payment tool.
- The policyholder gets a friendly message with a link to update their card.
- Reminders follow on a schedule.
- When payment succeeds, the sequence stops.
- You see what was recovered and what wasn't.
Tools it connects to
It plugs into the tools insurance agencies already use, such as HawkSoft, AgencyZoom, Applied Epic and Outlook, and runs on Stripe, GoCardless and n8n.
Questions from insurance agencies
Does the failed payment recovery work with HawkSoft?
Often, yes. Before building the failed payment recovery I check your HawkSoft account and plan, because some features depend on API access. If there's a gap for your insurance setup, you'll know before you pay anything.
How is policyholder data handled?
For the failed payment recovery, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The failed payment recovery sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your insurance business?
Tell me how your insurance business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built