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AI PromptsCategoriesInsurance

⏰ Never Miss a Renewal Again

Run a book of business without letting a renewal slip. These prompts build what an agent or broker actually needs: every policy with its renewal date, commission you can check, claims tracked from notification to settlement, and a client portal that answers the routine questions. The renewal date does the work, because it is a reminder that repeats every year on its own.
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Never Miss a Renewal Again

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Renewals sneak up on me and I end up rushing them. Build me a renewal engine. For every policy, start a renewal process a number of days before the renewal date that I set per policy type, defaulting to ninety. Each renewal moves through stages of Review Due, Client Contacted, Remarketing, Quoted, Bound or Lapsed, with an owner and the date it entered each stage. Show me a board of everything in flight and, most importantly, anything that has not moved for longer than it should have. Show a calendar of renewal dates ahead. Add an AI agent that prepares a review before I contact the client, summarizing what they hold, what has changed since last year, any claims in the period, whether the sum insured still looks sensible, and what else they might reasonably need. Automate three things: start the renewal process automatically at the right number of days out, remind the owner when a renewal has stalled, and send me a scheduled weekly list of everything renewing in the next thirty days that is not yet bound. Two logins: an agent who works their own renewals, and an owner who sees the whole pipeline.

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01 / Spark - intelligence awakens

Never Miss a Renewal Again

Run every renewal through a staged sequence starting ninety days out, with stall detection and agent-prepared reviews.

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// the spark catches · intelligence awakens · the answer unfolds

A renewal worked two weeks out is an administrative task. Worked ninety days out it is a chance to review cover and win more business. This starts the clock early.

What's Included

  • A renewal sequence beginning ninety days out, not thirty.
  • Stages you can see from review through to bound.
  • Nothing untouched because the list shows what has not moved.
  • An assistant that prepares the review before you call.

How To Use

  1. Start at ninety days. Thirty is administration, ninety is advice.
  2. Track stages, not just dates. A date alone hides where it is stuck.
  3. Remarket the ones worth remarketing rather than all of them.
  4. Confirm cover is bound before the old policy expires, in writing.

Draw from the policy register, and record the outcome in retention tracking.

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