Insurance agents live in a renewal cycle. Quote requests, policy documents, renewal notices, and referral introductions each carry contact details, but they live in different systems and rarely line up cleanly. Missing a renewal touchpoint because a list was messy costs real premium.
This workflow helps agents extract addresses from quotes and renewals, separate personal-lines clients from commercial accounts, and keep a clean, deduplicated list for compliant, timely follow-up.
The workflow
1
Extract from quotes and renewals
Paste quote requests, renewal notices, and referral emails into the extractor to gather every address.
2
Split personal and commercial lines
Use business and personal filters to keep individual policyholders separate from commercial accounts.
3
Deduplicate the book of business
Merge sources and remove duplicates so a client with multiple policies isn't emailed repeatedly.
4
Export for renewal outreach
Convert to CSV so your agency management system can trigger timely renewal reminders.
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