FinanceIntermediate✓ Release process: run on a live n8n instance

RenewalRadar: Insurance Premium-Delta Watchdog

RenewalRadar: Insurance Premium-Delta Watchdog ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Stop losing renewals to premium shock — a daily sweep of your book of business that flags every year-over-year increase 60/30/14 days out and emails each client an AI-drafted review invitation.

Catch every renewal 60, 30 and 14 days out from the book of business spreadsheet you already keep
Score the year-over-year premium change on each policy and rank the shock cases ahead of the routine ones
Email each client an AI-drafted renewal-review invitation that names the increase in plain dollars and percent
Chase the carrier quotes that have not landed yet with a separate quote-pending message
Touch each policy once per milestone — the touch is recorded only after the email actually sends
Log every renewal contact to a Google Sheet tab for compliance and follow-up
Open your morning digest with the biggest premium increases first, plus the clients you need to phone

Google SheetsOpenAISMTP

n8n / workflow / insurance-renewal-delta-watchdogActual workflow — not a mockup

11 nodes · 10 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.

One-time

$17

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

Google SheetsOpenAISMTP

Already purchased?

Download RenewalRadar: Insurance Premium-Delta Watchdog

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How it works

Workflow summary

One workflow handles everything end-to-end.

1Runs every morning on a schedule in your timezone
2Reads your book of business from the Google Sheet you already keep
3Finds every active policy renewing 60, 30 or 14 days out and compares this term's premium to last term's
4Flags any increase past your shock threshold as high or moderate priority, and chases quotes that have not landed yet
5AI drafts a personalised renewal-review email for each client, naming the increase in plain dollars and percent
6Sends each client their email, then records the touch so nobody is contacted twice for the same milestone
7Appends every touch to your renewal log tab for compliance and follow-up
8Emails you one digest ordered by premium shock, plus the renewals with no email address on file to call

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Google Sheets, OpenAI, SMTP. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Finance templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up RenewalRadar: Insurance Premium-Delta Watchdog?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Google Sheets?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.