Renewal Outreach Planner
Weekly renewal management for your client list: renewals ranked by date and risk, each with an expected price-change range and a ready-to-send personalized outreach draft.
Built for account managers and brokers doing renewal management on upcoming client renewals.
Why this work is hard
Account managers and brokers working through upcoming client renewals spend hours on this by hand: finding the right sources, reading them, checking them against each other and writing up what matters. The work is repetitive, it is easy to miss something, and nobody can show where a claim came from.
Renewal Outreach Planner does that work as a GREP AI agent. It takes a whole list and runs it again weekly. Every run delivers a sourced report, with every claim linked to its source.
What you get
What Renewal Outreach Planner delivers
FAQ
What does Renewal Outreach Planner need to run?
Renewal Outreach Planner needs clients with renewal dates and current terms (one per line) and product or contract type; tone and language (optional) and pricing guidance or market context (optional) are optional.
How often does Renewal Outreach Planner run?
It takes a whole list and runs it again weekly.
What does Renewal Outreach Planner deliver?
Every run delivers a sourced report, with every claim linked to its source.
Can I change what Renewal Outreach Planner does?
Yes. Every GREP AI agent can be cloned into your workspace, where you can edit its instructions, add your own sources and files, and change its schedule.
How is the expected price change estimated?
From public pricing signals, such as insurer rate filings, broker market indexes, CPI and sector inflation and vendor price announcements, combined with any guidance you give. Every range states its basis and is never presented as a quote.
What if a renewal date or term is missing?
It flags it as not found and asks you to confirm with the client file, rather than guessing.
Does it look up personal details?
No. It only looks up clients that are businesses and checks public news that could affect renewal risk.
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Run Renewal Outreach Planner in minutes.
Free to start. Run it once, put it on a schedule, or clone it and make it yours.