RenewalNudge

RenewalNudge is a web app (with optional mobile companion) for insurance brokers and agency teams to prevent missed or sloppy renewals. It connects to your agency management system and email/calendar to build a renewal pipeline, auto-create tasks, and flag accounts at risk (missing exposure updates, stale COIs, unpaid invoices, unanswered questionnaires). It generates client-friendly renewal checklists and short forms to capture updated drivers, payroll, property changes, and new locations—then packages the data into a clean renewal summary for carriers. This isn’t a magic “AI sells insurance” tool; it’s operational hygiene that reduces E&O risk and saves time. AI is used narrowly for document extraction (policies, schedules, loss runs) and for drafting renewal emails and summaries, with human approval required. The goal is fewer last-minute scrambles, fewer lapses, and higher retention with the same headcount.