Renewal Agent

95% of at-risk renewals saved. Automatically.

Monitors your book, detects churn signals, re-markets to carriers, and keeps your clients informed.

95%
at-risk renewals saved
0
renewals missed
120 days
advance monitoring

Features

Everything you need, nothing you don't

120-Day Auto Tracking

Starts monitoring every policy 120 days before expiry — long before most agencies even notice.

Churn Risk Scoring

Scores each renewal by churn probability using payment history, claim activity, engagement signals, and market conditions.

Auto Re-Marketing (50+ Carriers)

Automatically re-shops at-risk renewals across 50+ carriers to find better rates before the client asks.

Rate Comparison

Generates side-by-side renewal vs. remarketed rate comparisons — ready to send to the client in one click.

Client Communication Automation

Sends personalized renewal outreach via email and voice on the right cadence — without producer involvement.

Cross-Sell Detection

Identifies cross-sell opportunities during the renewal window when clients are most engaged.

How It Works

How Renewal Agent learns your agency

Week 1

Confirm

Every action requires your approval. Renewal Agent learns your preferences from every decision you make.

Weeks 2–4

Feedback

When something's wrong, just tell it. "Don't use that carrier for restaurants." It updates instantly and never repeats the mistake.

Month 2+

Autonomous

Renewal Agent handles 95% on its own. You review weekly reports and only step in for exceptions.

Integrates with your existing stack

Applied EpicAMS360HawkSoftEZLynxIVANSEmail

Ready to see it in action?

Book a 15-minute walkthrough. No commitment required.

Timeline

120 days. Zero renewals lost.

Every renewal gets a structured runbook — automatically executed.

120 days:AMS scan — renewal detected — added to pipeline
90 days:Client contacted: 'Any changes this year?' — auto email + voice follow-up
60 days:Carrier submission (via Submission Agent) — remarket if premium up >10%
45 days:Quote comparison generated — producer briefed
30 days:Client presentation — proactive outreach if 15%+ savings found
15 days:Decision follow-up — binding preparation
0 days:Bind — policy issued — AMS updated automatically

Root Causes

Why renewals fail — and how Wayden solves each

Price (40%)

Auto remarket to 50+ carriers

Communication gaps (35%)

Automated touchpoints at every stage

Carrier appetite change (20%)

AI detects changes, finds alternatives proactively

Admin errors (5%)

Zero manual tracking

ROI

Retention: 84% → 92%. $400K+ book defended annually for a typical mid-size agency.