🎯 Group Clients Into Something You Can Work

I treat every client the same and I know that is wrong. Build me a book segmentation app. Segment clients using criteria I set as editable rules, such as total premium, number of policies, claims history, tenure, growth in their own business and referral activity, producing groups like key accounts, growth accounts, steady accounts and transactional accounts. For each segment let me define the service level it should receive, such as how often a review happens, how far ahead renewals begin and who owns the relationship. Show me the book by segment with the premium and commission each represents. Most importantly, flag clients who have moved between segments since the last review, in either direction. Add an AI agent that reviews the book and tells me which clients are receiving less attention than their segment says they should, and which small accounts show signs of growing into larger ones. Automate a scheduled quarterly re-segmentation and an alert when a key account shows any at-risk signal. Two logins: an agent who sees their own clients by segment, and an owner who sees the whole book.