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Sonya Gaston

20+ yrs commercial P&C (CISR, ACSR). AI tips for insurance pros. Unbothered.

The Unbothered Renewal Playbook

The Unbothered Renewal Playbook

$27

Renewals don't fall apart at 30 days. They fall apart at 120, when nobody ordered the loss runs.

The Unbothered Renewal Playbook is a 120-day system for commercial account managers and CSRs, built by a commercial P&C pro with 20+ years of experience and CISR and ACSR designations.

What's inside:

  • A 120-day renewal timeline with 5 phases

  • - Step-by-step checklists for every phase

  • - 5 ready-to-send client email templates, including the premium increase one

  • - AI-assisted steps for emails, notes, cover letters and quote comparisons

  • - Safe AI rules to keep client data private and stay clear of E&O trouble

  • - A renewal tracker for every account

No tech skills needed. Instant PDF download.

This is a workflow and training tool, not legal or insurance advice. Always follow your agency's procedures.

aNow go renew something. Unbothered.

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