.png)
Automating the Policy Renewal & Re-Rate Retention Workflow
Managing policy renewals manually leaves agencies exposed to churn when premiums increase. Automated workflows scan renewals and proactively address premium spikes.
Renewal Retention Workflows are automated systems that evaluate upcoming policy renewals 60 days in advance, identify rate variances above threshold limits, and execute automated re-rate outreach to keep clients bound.
60 Days Standard advance timeline for Pitchit automated renewal risk evaluation triggers.
+15% Typical premium increase threshold that automatically triggers proactive re-market workflows.
93% Retention rate maintained across renewing personal lines accounts using proactive outreach.
70% Reduction in manual renewal remarketing workload for account managers.
How does Pitchit catch premium spikes before the client sees their renewal bill?
Pitchit integrates with your AMS to monitor carrier renewal downloads 60 days prior to effective dates. When a premium spike exceeds your configured variance threshold (e.g., +12%), the workflow triggers an automated SMS, WhatsApp, or AI Voice touchpoint assuring the client that your agency is already re-shopping their coverage.
What happens if alternative carrier quotes are found?
Pitchit automatically presents alternative carrier options and savings highlights via interactive messaging. Once the client approves the preferred option, Pitchit routes the selection to your account management team for final binding execution.
