Review Automation
Google reviews are the strongest local-SEO signal an insurance agency can earn. Most agencies have under 30. Top-performing agencies have 200+. The difference isn’t service quality — it’s that the top agencies ask, systematically, at the right moments.
The three satisfaction triggers
The snapshot fires a quick satisfaction check at three peak-trust moments:
- Post-bind — 48 hours after a new policy binds and the welcome materials have landed
- Post-renewal — 7 days after the renewal payment posts cleanly
- Post-claim — same day the claim closes, when the relief is freshest
Each ping is a single-question SMS: “On a scale of 1–5, how would you rate your experience with us?”
Smart routing by rating
- 5-star → “Wonderful — would you mind taking 30 seconds to leave that review on Google? [link] [Facebook link]”
- 3–4-star → “Thanks for the rating. Anything we could have done better? Reply here and we’ll take a look.”
- 1–2-star → Routed to agency-principal inbox immediately. Producer is alerted. Service-recovery sequence fires.
The negative-rating interception is what protects your public review average. Only 5-stars get routed to public review sites. 1–4-stars go to private service-recovery channels first.
Multiple-platform routing
5-star routing rotates between Google, Facebook, agency-directory sites (e.g. AgentReview, ClearSurance), and the carrier’s agency-locator review channel. Prevents Google-only over-saturation and builds breadth across the agency’s review profile.
Review-reply automation
Once a review is posted, an AI-assisted reply flow drafts a personalized response for the producer to review and approve in one click. Positive reviews get warm acknowledgment. Negative reviews get an empathetic outreach asking the reviewer to take the conversation offline.
Reporting
Producer dashboard shows reviews collected by month, by source, by trigger, by rating. The metric that motivates producers to actually run the service-recovery loop instead of ignoring negative reviews.