Renewals Copilot · Xignifi Agent
Don't Wait Until Renewal Time
to Discover You're Losing the Account.
The Renewals Copilot Agent identifies at-risk renewals, monitors account health, and prepares personalized outreach before retention opportunities are lost. Turn renewals from a reactive process into a proactive growth strategy.
How Many Renewals Are Slipping Away Without Warning?
Most renewal risks don't appear at renewal time. They build up over months through inactivity, service issues, claim experiences, pricing concerns, and changing customer needs. Without visibility into these signals, teams often engage customers too late to influence outcomes.
- Unexpected policy lapses
- Low renewal visibility
- Reactive outreach
- Missed retention opportunities
- Manual renewal preparation
Operations teams manually review every submission, identify missing information, and re-enter data across systems before underwriting can begin.
See Renewal Intelligence →
What it does
What If You Knew Which Accounts Needed Attention Before Renewal Season?
Retention starts long before a renewal notice is sent.
The agent continuously evaluates account activity, identifies potential risks, and recommends the best engagement strategy for each customer.
Identifies At-Risk Renewals
Detects signals that indicate a higher likelihood of non-renewal.
Monitors Customer Health
Tracks account activity, claims history, servicing interactions, and policy changes.
Prioritizes Retention Opportunities
Highlights accounts where proactive engagement can have the greatest impact.
Drafts Personalized Outreach
Generates context-aware communication recommendations for account teams.
Supports Smarter Renewal Decisions
Provides insights that help improve retention outcomes.
How it works
From Renewal Risk to Retention Opportunity.
Every policy follows a structured path from monitoring to engagement. The result is earlier intervention, stronger customer relationships, and improved retention performance.
STEP 1
Monitor
STEP 2
Analyze
STEP 3
Identify Risk
STEP 4
Recommend Outreach
STEP 5
Retain
Outcomes
Higher Retention. Stronger Customer Relationships.
Reduce policy churn and improve renewal performance with proactive account management. Give teams the intelligence they need to engage the right customers at the right time.
- Increased renewal retention
- Better customer engagement
- Earlier risk visibility
- Reduced policy lapses
- Faster renewal preparation
- Improved account profitability
Built for Insurance Teams Focused on Growth.
Xignifi combines document intelligence, decisioning, and workflow orchestration into a single agentic platform. Instead of scrambling at renewal time, the Renewals Copilot Agent continuously identifies opportunities to strengthen customer relationships and improve retention outcomes.
FAQ
Frequently asked questions
The agent analyzes account activity, servicing history, policy changes, claims experience, and engagement signals.
Yes. Outreach recommendations and communication templates can be tailored to your business processes.
The agent can draft personalized outreach and recommend actions, while keeping teams in control of customer interactions.
Yes. The agent can be configured for commercial, personal, specialty, and other insurance products.
The agent continuously monitors accounts and can surface risks months before renewal dates.