Workflow · Producers
Renewal Strategy
Builds a renewal strategy to retain an existing client and renew each product. It scores retention risk, premium sensitivity, claims and carrier concerns, and competitive threat product-by-product, then produces a renewal plan with a value story, negotiation levers, timeline, and client talking points. You make every final decision.
What goes in
Client details, the products up for renewal, the producer's renewal goal, and any supporting files (policies, loss runs, premium history).
What you get
A product-by-product renewal strategy plan with retention risk, value story, negotiation levers, timeline, and client-meeting talking points.
How it works
- 1Setup: capture client details, each product up for renewal, the renewal goal, and any supporting files.
- 2Product-by-product review: SoterAI evaluates retention risk, premium sensitivity, claims, carrier, and competitive threat for each line, and you mark its status.
- 3Strategy: it scores priorities and builds the conversation strategy — key message, value delivered, objections, and the next client-facing step.
- 4Plan: everything is assembled into a renewal strategy plan, with optional meeting agenda, call script, kickoff email, or executive summary.
Related pages
What this workflow delivers
A product-by-product renewal strategy plan with retention risk, value story, negotiation levers, timeline, and client-meeting talking points.
2+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off