Renewals that set themselves up

Renewals slip when someone has to remember to start them. This demo shows Renewal Prep, an Agentforce agent, creating each renewal deal 90 days before expiry in Salesforce, with the current policy and renewal offer attached, a six-step checklist, a drafted client email and a cross-sell to raise.

Overview

For producers and account managers at insurance agencies who manage a book of renewing commercial policies. When a renewal depends on someone remembering to open the file, work often starts a few weeks before expiry, leaving little time to market the account.

What you'll see

The demo is shot as a producer. His policies renewing in the next 90 days are on one list, with premiums and expiration dates. One of them, a hotel client's general liability policy, already has a renewal deal in his name. The deal carries the amount from the current policy, a closing date and a next step. The current policy comes with it, showing last term's premium, the carrier's renewal offer and the percentage change. A six-step renewal checklist has started, from pulling loss runs and confirming exposure changes to marketing to carriers and presenting options, each with a date and the producer as owner. A first email to the client, asking for a renewal meeting, is drafted as a task. At the bottom, a cross-sell is suggested for the same call: a line that clients of this type usually carry and this client does not place with the agency.

How it works in Salesforce

Renewal Prep is an Agentforce agent that runs on a configured schedule; in this demo it runs at 6:10 AM each morning. For each policy 90 days from expiry, it creates the renewal opportunity, links the current policy, starts the checklist and drafts the client email as a task. A badge on the deal shows that the agent created it. The agent creates records and drafts content; it does not contact the client.

Where people stay in control

The client email is a draft. Nothing goes out until the producer sends it. The renewal deal and its checklist are created automatically, with no click; the producer owns them, sends the drafted email, and decides on the cross-sell.

Configured for your organization

PS Advisory provides Renewal Prep as a foundational agent. It can be configured for your agency, for example the timing before expiry, the checklist steps and the owners assigned.

Live Salesforce screens. Client data is simulated; renewals are prepared early each morning.