Renewal Agent
120-day automated renewal pipeline
Stop losing clients at renewal. The Renewal Agent detects every expiring policy 120 days out, runs personalized outreach at each milestone, triggers re-marketing when rates spike, and defends your book automatically.
84% → 92%+ retention
+8 points on your book
Capabilities
What Renewal Agent does
Detects expiring policies 120 days out from AMS — never miss a renewal
Runs personalized touchpoints at 90/60/45/30/15 days via email and phone
Triggers Auto-Remarket to 50+ carriers when premium rises more than 10%
Detects carrier appetite changes and lines up alternatives proactively
Generates side-by-side comparison reports for producer delivery
Scans your entire book daily for coverage gaps and cross-sell opportunities
Finds opportunities in 15% of accounts on average
Handles 95% of renewal failure causes: price, communication, appetite, admin
Integrates with Submission Agent to re-quote in the same pipeline
Tracks every touchpoint with timestamps, outcomes, and follow-up status
The Difference
Before Wayden vs. After
Before
Renewal detection30–60 days out
Client retention84%
Missed renewals5–10%
Remarket triggerManual, often late
Cross-sell discoveryAd hoc
After Wayden
Renewal detection120 days out
Client retention92%+
Missed renewals0%
Remarket triggerAutomatic at 10% increase
Cross-sell discovery15% of book, daily
Performance
Key metrics
67
Renewals tracked
active in pipeline
+8%
Retention lift
84% → 92%+
95%
AI coverage
of failure causes
120 days
Pipeline window
early detection
See how it works for your agency
Get a free analysis of what Renewal Agent would save your team this year.