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.
In Salesforce, make sure every policy record has a renewal date field and an 'assigned agent' field—create these if needed.
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.
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.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCatch at-risk policies earlier and automatically surface them to the right agent each morning, so your team renews more policies before they lapse.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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