RenewalPilot — Product Demo

🔄RenewalPilot

Interactive Product Demo

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Import Your Policies

Upload a CSV and watch your book of business come alive

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renewals_q1_2026.csv

248 policies • 12 KB

✅ 248 policies imported

Policy #	Client	Renewal	Type	Premium	Carrier

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Smart Tracking Dashboard

Every renewal organized by urgency — nothing slips through

12

🔴 Urgent ≤30d

34

🟡 Upcoming 31-60d

58

🟢 Planning 61-90d

$1.2M

Premium at Risk

Upcoming Renewals Timeline

Alice Johnson — Auto Policy #AP-2024-0142

Renews Mar 15 · 18 days · $1,200 · StateFarm

Carlos Rivera — Life Policy #LP-2024-0891

Renews Mar 22 · 25 days · $3,100 · MetLife

Bob Martinez — Home Policy #HP-2024-0337

Renews Apr 2 · 36 days · $2,400 · AllState

Diana Chen — Auto Policy #AP-2024-0455

Renews Apr 18 · 52 days · $1,850 · Progressive

Erik Johansson — Home Policy #HP-2024-0612

Renews May 8 · 72 days · $3,200 · Travelers

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Automated Engagement

Personalized renewal reminders sent at the perfect time — hands-free

●Sequence Active — 12 urgent renewals enrolled

60-day → 30-day → 14-day → 7-day → 3-day reminders

To: alice.johnson@email.com18 days left

Alice, your Auto policy renews March 15th

Hi Alice,

Your StateFarm Auto policy (#AP-2024-0142) renews in 18 days. Your current premium is $1,200/yr.

I'd love to review your coverage and make sure you're getting the best rate. Want to schedule a quick 10-minute call this week?

— Your Agent

To: carlos.rivera@email.com25 days left

Carlos, let's review your Life policy before Mar 22

Hi Carlos,

Your MetLife Life policy (#LP-2024-0891) is coming up for renewal on March 22. Premium: $3,100/yr.

Life insurance needs change — let's make sure your coverage still fits. I have openings this Thursday and Friday.

— Your Agent

To: bob.martinez@email.com36 days left

Bob, your Home renewal is coming up April 2nd

Hi Bob,

Just a heads-up — your AllState Home policy (#HP-2024-0337) renews April 2. Current premium: $2,400/yr.

I'm proactively shopping rates to make sure you're getting the best deal. I'll reach out with options soon.

— Your Agent

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Cross-Sell & Growth Engine

AI identifies revenue opportunities hiding in your book

23

Opportunities Found

$47K

Potential Revenue

68%

Avg. Close Rate

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Alice Johnson — Home Bundle Opportunity

Has Auto only. No Home policy on file. StateFarm offers 15% multi-policy discount.

+$2,040/yr potential premium

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Bob Martinez — Umbrella Policy Upsell

Home policy at $2,400/yr with no umbrella coverage. High net worth indicators.

+$1,200/yr potential premium

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Diana Chen — Auto Bundle Opportunity

Has Auto with Progressive but Home with different carrier. Consolidation saves her 12%.

+$1,850/yr potential premium

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Carlos Rivera — Business Owner Flag

Life policy holder. LinkedIn shows LLC ownership. No commercial policy on file.

+$4,800/yr potential premium

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Ready to automate your renewals?

Stop losing clients to missed renewals. RenewalPilot tracks every policy, engages every client, and finds revenue you're leaving on the table.

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