Increase your renewal rate by up to 10% by catching at-risk policies 30 days earlier and automatically surfacing them to the right agent each morning.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
Connect your CRM renewal data to Power BI so you see a live view of policies coming up for renewal in the next 30, 60, and 90 days—and flag any accounts that haven't been contacted in over two weeks. You stop losing renewals because they fell through the cracks of a busy pipeline.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: In Salesforce, make sure every policy record has a renewal date field and an 'assigned agent' field—create these if needed.
Step 2: Connect Salesforce to Power BI and build a renewal pipeline report grouped by 30/60/90-day buckets with a flag for any account where the last activity is more than 14 days ago.
Step 3: Schedule a daily Power BI email alert to each agent listing their at-risk renewals so they start each morning with a clear action list.
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