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20
MONITORING

Renewal Agent

Monitor renewal timelines and terms changes across book of business. Automates renewal reminder workflows and comparative analysis.

Production Ready
Re/Insurance

The Problem

Managing thousands of policy and treaty renewals requires tracking deadlines, analyzing prior terms, preparing renewal quotes, and following up with brokers. Manual processes lead to missed renewals, rushed analysis, and suboptimal terms.

The Solution

Automated renewal management system that tracks all renewal deadlines, extracts prior terms, prepares comparative analysis, generates renewal quotes, and manages broker communication workflows. Ensures no renewals are missed and all receive proper attention.

Key Benefits

Track 5,000+ renewals with zero missed deadlines

Automated 90/60/30-day renewal reminders

Prior term comparison and change analysis

Renewal quote generation in 30 minutes

Improve renewal retention by 15-20%

Return on Investment

Time Savings
80% reduction in renewal administration time
Cost Reduction
15-20% improvement in renewal retention

Technical Specifications

Input Formats

  • Policy data
  • Treaty schedules
  • Historical terms
  • Broker contacts

Output Formats

  • Renewal calendars
  • Email reminders
  • Comparative reports
  • Quote packages

Integrations

  • Policy admin systems
  • CRM platforms
  • Email systems
  • Document management

Common Use Cases

01

Annual treaty renewal planning and execution

02

Policy renewal reminder and quote generation

03

Terms change analysis and negotiation support

04

Renewal retention tracking and improvement