Agencies often know renewals are coming, but task ownership, client outreach, document needs, and policy review status are scattered.
The workflow to build
Define reminders by line of business, renewal date, producer, client segment, and required review steps.
Where automation helps
Automation can draft reminders and create tasks. Licensed advice and coverage discussions stay with the agency.
What to measure
Show upcoming renewals, contacted clients, missing documents, reviews complete, and policies at risk.
What not to automate
The owner should see workload, overdue renewals, and follow-up outcomes before renewal season gets messy.