Every renewal re-rated and saved before it lapses.
The AI re-rates each policy 60 days out, scores churn risk, drafts the renewal offer and the save play, so books renew on their own. Press run.
Retention rate
0%
Premium retained
$0
At-risk flagged
0
Touch-free
0%
Renewals queue
60-day window
M. ALVAREZ
Auto · clean record
$1,840/yrDue
RIDGELINE CONTRACTING
Commercial GL · rate up 9%
$14,200/yrDue
T. NGUYEN
Home · competitor quote opened
$2,310/yrDue
D. OKAFOR
Auto + Home bundle · loyal 6yr
$3,975/yrDue
SOLACE DENTAL GROUP
Commercial · lapsed 4 days ago
$8,640/yrDue
Per-policy play
re-rate engine
1
Re-rate
Fresh premium 60 days before expiry
2
Score churn
Quote-shopping, rate shock, payment signals
3
Draft play
Renewal offer or targeted save discount
4
Bind & win back
Auto-renew, reactivate the lapsed
At-risk gets a save play. Everything else renews on its own.
The impact
Books that renew themselves, with churn caught early.
Re-rating 60 days out and scoring churn risk lets the easy renewals run untouched while at-risk policies get a save play before they lapse.
Typical projectionInsurance brokerage · industry benchmark
Renewal retention rate
81%→94%
▲ Saved before lapse
Renewals handled touch-free
0%→88%
▲ Auto re-rate and bind
At-risk policies surfaced
caught late→60 days early
▲ Time to act on each
Renewal retention rate
▲ +13 ptsLast 90 days
Before With TRIVOX
Projection, not a guaranteed result. Typical estimated range for businesses in this sector based on typical volume. Individual results vary. Shown as system capability, not a specific client case.
