Automotive · Aftersales

Insurance Renewal Partner Referral

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

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

  1. Agent identifies owners with a known or estimated renewal date approaching.
  2. A referral offer to the partner insurance provider is sent, with the dealership disclosed as the source.
  3. Referral outcome — quote requested, policy purchased — is tracked through the partner platform.
  4. 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%