AI Renewal Automation for Insurance Agencies
Turn declarations pages and loss history into a documented renewal plan, with coverage extracted, gaps flagged, options compared, and at-risk accounts surfaced.
Who it's for
Personal-lines agencies and brokers that prepare renewals across a large book of business and still spend too much time re-shopping, reviewing, and documenting each account by hand.
What it does
Extracts policy details from declarations pages and loss history, analyzes coverage across home, auto, umbrella, and life, flags potential gaps by severity, compares available renewal options from the extracted data, and produces a documented recommendation for advisor review.
Features
- Policy extraction from declarations pages and loss history
- Severity-weighted coverage gap analysis
- Renewal-option comparison
- Retention-risk scoring
- Renewal recommendation reports
- Book-level dashboard
- ROI view
- Multi-seat team support
It starts with the client's actual documents rather than a questionnaire, and it treats retention risk as a visible signal in the renewal workflow instead of an afterthought.
Common questions
Does it shop the live market or pull real-time carrier rates?
No. It compares renewal options using the coverage data it extracts from your documents - a comparison to focus the advisor’s attention, not a live carrier-rating engine. The advisor always makes the market call.
What does it extract from?
Declarations pages and loss history. It analyzes coverage across home, auto, umbrella, and life, then flags potential gaps by severity so the most important issues come first.
How does it decide which renewals are at risk?
It scores each renewal for retention risk from the extracted coverage and book data, surfacing at-risk accounts so you can reach them before they leave.
Where this fits
This is one capability in a wider system. Explore the industry and the rest of what we build.
How much of renewal season is your team doing by hand?
Start with a conversation. 30 minutes, no pitch.
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