30 days before
Reminders
Renewal reminders
Remind clients before a renewal and offer a quick policy review.
Your home policy renews May 1. Reply YES for a quick review before then.
YES
For insurance agents and agencies
Renewals on time. Clients for life.
Remind clients before renewals, answer questions from one inbox, ask happy clients for a review and check in at the moments that matter, by text and/or email.
- Renewal reminders that keep policies from lapsing.
- Every client conversation saved in one inbox.
- Review requests that bring in referrals.
Summit Insurance AgencyText message
Today 11:00 am
Hi Alex, your auto policy renews next month. Want a quick review to make sure you’re getting every discount?
Yes, can we talk Thursday?
Thursday at 3 works. I’ll call you then.
How it works at an insurance agency
Six moments that keep clients with you
Each message goes out by text and/or email, whichever your clients prefer, and every reply lands in one inbox.
Any day
Conversations
One inbox for questions
Clients message your agency, and anyone on your team can answer.
Do I need to add my son to my auto policy?
Congratulations to him! Let’s set up a quick call.
Life changes
Group messages
The right message for each client
Reach new homeowners, families with new drivers or business clients with messages that fit them.
New driver in the house? Ask us about good-student discounts.
Storm season
Group messages
Storm and claim tips
After a storm, tell every client in the area what to do and how to reach you.
After last night’s storm: take photos of any damage and reply here. We’re here to help.
After a sale or claim
Review requests
More 5-star reviews
Happy clients get your Google link, and anyone unhappy reaches you privately first.
Thanks for choosing Summit! Would you recommend us? Reply YES or NO.
YES, absolutely
Birthdays
Reminders
Personal touches
A birthday note keeps you in mind without a sales pitch.
Happy birthday, Alex, from all of us at Summit!
Everything your agency gets
The tools above, plus a page of your own that clients can join from a QR code.
RemindersRenewal, policy review and birthday reminders.
ConversationsA client directory and shared inbox.
Group messagesGroups by policy type, life stage or area.
Review requestsGoogle and Facebook, with unhappy clients sent to you first.
Text & email promotionsNewsletters and seasonal tips, with click counts.
SurveysClient satisfaction surveys.
Built for reminders, not policy records
ThankU.Deals sends renewal dates, reminders and general messages. Policy numbers and personal details stay in your agency system.
Suggested plan
Most insurance agencies start with Growth
It has everything on this page. More than one location? Pro includes three.
Compare all plansGrowth
$249/month
- Text and/or email messages
- Waitlist, reservations and reminders
- Contests, games and surveys
- Discount cards sold online
- Every page style
- 10 staff logins
Questions insurance agencies ask
Do clients need to download an app?
No. Messages arrive by text and/or email. Clients can also log in to your page at thanku.deals with a one-time code to see their reminders and messages. There’s no app and no password.
Can we import our client list?
Yes. Upload a spreadsheet of clients and assign them to groups as you import, then upload upcoming renewals for reminders.
Can every agent use it?
Yes. Each agent gets a staff login, and everyone works from the same client directory and inbox.
What does texting cost?
Text messages are billed by how many you send, separately from your plan. Email is included in every plan.
Try it free for 60 days
Every Growth feature included. We’ll help you set up your renewal reminders and your review request.