Designed by insurance experts and powered by models trained on industry-specific data, Policy Renewal Agentic Assist modernizes policy renewals through agentic, data-driven workflow. This app proactively identifies expiring policies, guides renewal processing, evaluates loss performance, and generates renewal quotes with full transparency and auditability.

Policy Renewal Agentic Assist orchestrates the commercial renewal process by unifying policy, customer, loss, and underwriting context into a single guided experience. Instead of manual handoffs and disconnected systems, processors receive clear, explainable recommendations to drive renewal decisions with confidence.

Our digital agents evaluate loss performance, apply underwriting knowledge, and generate renewal quotes with full traceability, capturing all outcomes directly in the Renewals Workspace. The result is faster, more consistent renewals that improve retention without disrupting existing policy administration systems.

Key Features

- Automated renewal case creation for expiring policies
- Agentic orchestration for single and multi-policy renewals
- Centralized Renewals Workspace with embedded agentic guidance
- Loss run data extraction and loss ratio calculation
- Retention, pricing, and coverage recommendations based on underwriting knowledge
- Renewal quote generation with task and document automation
- End-to-end action summarization

Agentic Lineup

Our lineup of digital workers is built for insurers scaling high-volume policy renewals:

- **Maestro:** Orchestrates the renewal flow and decision paths
- **Parker:** Pulls loss and premium data from loss run artifacts
- **Ratio:** Calculates and evaluates loss ratios
- **Grant:** Applies underwriting rules to determine retention and pricing
- **Forge:** Generates renewal quotes and tasks
- **Steward:** Summarizes actions and decisions for audit and review