RenewalNudge

RenewalNudge is a web app (with optional mobile companion) for insurance brokers and small-to-mid agencies to prevent policy churn by running a disciplined renewal workflow. It connects to your agency management system and email/calendar to automatically build a renewal pipeline: who renews when, what documents are missing, which clients are at risk, and what outreach is overdue. The AI layer summarizes prior communications and flags likely churn drivers (price shock, coverage gaps, slow service) so producers know what to say next. It also generates compliant, editable renewal checklists and client-ready comparison summaries to speed decision-making. Realistically, this won’t replace your AMS or magically “predict churn” perfectly; it’s a focused layer that makes renewals operationally tight, measurable, and harder to drop. The value is fewer missed touches, faster turnaround, and higher retention without hiring another CSR.

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