After a morning of meeting with a new prospect, Clive turns his attention to upcoming renewals due in the quarter. He opens his renewal dashboard to quickly get up to speed. At a glance, Clive can review his top-level performance metrics aggregated from across Salesforce, the policy admin APIs, and some of the marketing tools. He is having a good quarter and that is reflected in the numbers but notices that there are still a couple renewals he needs to get closed to hit his projections.
Then Clive scans his action pulse. The action pulse uses intelligent AI to evaluate his open renewals and surface those that need attention or are a high priority to close. He sees Spencer Home Services on the action pulse and knows he has a meeting scheduled for early next week with them. He is a little surprised by the medium risk and begins to investigate deeper.
He starts with the action plan to make sure he hasn't missed a deadline or planned communication. In the action plan, he notices that he hasn't sent a confirmation email for the meeting next week. He clicks on the email icon to generate a confirmation email and closes the window returning to the dashboard. It will be waiting in his drafts folder when he returns to email.
He continues his investigation into Spencer Home Services' risk score by opening up the client intelligence report. This report is auto-generated using Gen.AI pulling data and context from the CRM platform, LinkedIn Sales Navigator, ZoomInfo, and the Spencer website. The AI assistant analyzes, consolidates, and summarizes important details about the client, including key changes in executive team, financial data, and important press releases. When reviewing the report, Clive notices that Spencer Home Services has made a recent acquisition of a local plumbing and HVAC service company. This acquisition likely introduced the changes to the leadership team the AI assistant found. The acquisition and leadership changes are likely what triggered the lower renewal propensity score. He makes a mental note to further investigate this before his meeting next week.
Moving on, Clive begins to prepare the renewal proposal for Spencer. He starts by clicking on Proposal button. The AI assistant processes information from the policy administration system, claims system, client intelligence report, and underwriting platform to draft a renewal policy presentation. The presentation leverages past proposals from across the firm to provide context and inform guardrails for the LLM. It returns a proposal PowerPoint using the latest approved PowerPoint template. The AI assistant auto-generated the standard proposal language and adds in customizations such as client-specific coverage details and limits, covered asset lists, and endorsements. Marketing and product models assess the client's current policy, business types, and assets to make tailored upsell and cross-sell recommendations. Additionally, the AI assistant can search existing knowledge bases and create suggested actions and plans to control risk or avert loss. These added services help drive customer satisfaction and increase perceived value to the client.