📅 Keep Client Reviews on a Cycle

I only speak to most clients at renewal, which is too late to give proper advice. Build me a review scheduler. Set a review frequency per client segment, so key accounts might be reviewed twice a year and transactional accounts once. Show me a calendar of reviews due with an owner on each, and flag any client who has not had a review within their cycle. Before each review, assemble a pack containing what the client currently holds, what has changed since last time, any claims in the period, cover gaps identified, and whether sums insured still look appropriate. After the review, record what was discussed, what was agreed, and any actions with dates, since this is the evidence that advice was given. Add an AI agent that assembles the review pack and drafts talking points, and afterwards drafts the written summary to send to the client. Automate three things: a reminder when a review becomes due, an alert when a client passes their cycle without one, and a scheduled monthly report on review coverage across the book. Two logins: an agent who conducts and records their own reviews, and an owner who sees coverage across the agency.