Renewal Intelligence
Prepare coverage review packages 90 days before expiry — gap analysis complete, prior year comparison done, proposal drafted. Every account gets the attention of your best AM on their best day.
Coverage Gap Analysis
Benchmark every account against its exposure profile — gaps identified, cross-sell surfaced automatically at every renewal, not only when there's time.
Prior Year Coverage Comparison
Compare the current policy to prior year side-by-side — coverage changes flagged, limit reductions highlighted, new exclusions surfaced before the AM opens the file.
Proposal Generation
Generate a branded client proposal from policy data in minutes — AM reviews and sends, not starts from a blank template.
Cross-Sell Opportunity Identification
Agency Brain scans every account for missing lines at renewal — Cyber for E&O clients, umbrella for Commercial Auto, home for Personal Auto.
Carrier Market Analysis at Renewal
Identify market options, benchmark premium, and match carrier appetite to the account's risk profile — before the AM picks up the phone.
Policy Discrepancy Detection
Compare the issued policy line-by-line against the binder — limit changes, missing endorsements, and wrong named insureds flagged before the client sees the document.
Exposure Analysis
Build an exposure profile from policy data, industry classification, revenue, and headcount — gaps between actual exposure and current coverage quantified and ranked before the client asks.