Retain 10% more policies per year by reaching every client 60 days before renewal and logging every touchpoint automatically.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
This workflow reads your Zoho CRM for policies renewing in the next 60 days, adds those clients to a Mailchimp renewal email sequence, and logs each touchpoint back on the CRM contact record. Agents see exactly who has been contacted without doing any manual tracking.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Set up a Make scenario to run daily and query Zoho CRM for contacts with a policy renewal date within 60 days.
Step 2: Check each contact in Mailchimp — only add them to the renewal sequence if they aren't already in it.
Step 3: Subscribe new contacts to the renewal email campaign in Mailchimp with their policy type and renewal date as merge fields.
Step 4: After each email sends, use a Mailchimp webhook to log the contact touchpoint back on the Zoho CRM record.
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See PlansMailchimp is best for small business owners who want to send email and SMS campaigns without needing a marketing team. You get a drag-and-drop email builder, ready-made templates, and automated messages that go out on their own — like welcome emails or abandoned cart reminders. It connects with tools you already use, like Shopify, QuickBooks, and Canva. Whether you run a retail shop, a service business, or a nonprofit, Mailchimp gives you the data to see what's working and adjust fast.
Zoho CRM is a great fit for small and mid-sized businesses that want a full-featured sales tool without paying Salesforce prices. It helps your team track leads, manage contacts, automate follow-ups, and close deals — all in one place. You can connect it to email, phone, social media, and other Zoho apps your business might already use. If your team is growing and you need more than a basic spreadsheet but aren't ready for an enterprise system, Zoho CRM is worth a serious look.
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