Automatic 30-day runway
The agent tracks every renewal date and opens a prepared brief a month out — no spreadsheet of dates, no one forgetting.
Renewal Intelligence · on the Vertiqa OS
Coming soon
Every renewal conversation, fully prepared 30 days early.
Vertiqa's Renewal Intelligence agent will assemble a renewal brief a month before every policy or contract date — what changed in the client's life, product fit, and talking points.
The problem it removes
Renewals are the revenue you already earned — and the easiest to lose to inattention. Preparing each one well means reviewing a year of history per client, which is why most renewals get a template email instead.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
What changed since last year
Life events from your notes, service history, new products in your catalog, coverage gaps — gathered into context for a genuinely consultative conversation.
Works with Policy Comparison
When renewal documents arrive, the line-by-line comparison drops into the same brief — one place for the whole renewal.
Builds on Vertiqa's shipped renewal and anniversary scheduled checks for life-insurance workflows.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Renewal Intelligence will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never contacts the client about the renewal — outreach drafts go through your approval like any other message.
- Never recommends binding or switching coverage; it prepares, the professional advises.
Built for
Frequently asked
Is the Renewal Intelligence agent available today?
Builds on Vertiqa's shipped renewal and anniversary scheduled checks for life-insurance workflows.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Renewal Intelligence agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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