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AI Copilot

Your intelligent insurance assistant

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Show me clients who haven't been contacted in over 60 days and have renewals coming up.

2 minutes ago

I found **12 clients** who haven't been contacted in over 60 days with upcoming renewals. Here's a priority list:

**High Priority (Renewal within 30 days):**

1. **Johnson Family** - Auto + Home bundle, $3,200 annual premium, renewal April 28

2. **Smith Construction LLC** - Commercial package, $8,500 annual premium, renewal May 2

3. **Maria Garcia** - Auto policy, $1,450 annual premium, renewal May 5

**Medium Priority (Renewal within 60 days):**

4. Williams Residence - Home policy, $2,100 annual premium

5. Tech Solutions Inc - BOP policy, $4,200 annual premium

Would you like me to:

- Draft personalized renewal reminder emails for these clients?

- Schedule follow-up tasks in your calendar?

- Pull comparative quotes to ensure competitive pricing?

2 minutes ago

Yes, draft renewal reminder emails for the high priority clients.

1 minute ago

I've drafted personalized renewal reminder emails for your 3 high-priority clients. Each email includes:

✓ Personal greeting using their name

✓ Current policy details and coverage summary

✓ Renewal date and premium information

✓ Any loyalty discounts they qualify for

✓ Easy one-click renewal link

**Drafts ready for review:**

1. **Johnson Family** - Emphasizes bundle savings and claims-free discount

2. **Smith Construction LLC** - Highlights commercial coverage enhancements available

3. **Maria Garcia** - Mentions safe driver discount and payment options

The emails are saved in your drafts folder. Would you like me to send them now, or would you prefer to review and personalize them first?

Just now

AI Copilot can make mistakes. Please verify important information.

Suggested Actions

Recent Insights

Opportunity

3 clients may benefit from umbrella policies based on their asset profiles

Completed

12 renewal reminders sent successfully yesterday