# Insurance Renewal Partner Referral — Automotive AI agent | Mihu AI

Automotive · Aftersales

# Insurance Renewal Partner Referral

Refer owners to a partner insurance provider around their renewal date as an added-value service.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

## How it works

Agent identifies owners with a known or estimated renewal date approaching.

A referral offer to the partner insurance provider is sent, with the dealership disclosed as the source.

Referral outcome — quote requested, policy purchased — is tracked through the partner platform.

Commission/referral tracking is logged to the CRM for reconciliation.

## Data sources

CRM insurance renewal data Insurance partner referral platform

## What it targets

Eligible owners offered the referral Target 70%

Referral-to-quote conversion Target 20%