Use case
AI Renewal Tracking and Client Follow-up Agent
An AI agent that tracks every renewal date and follows up with every lead, so nothing slips.
Who it's for
Brokers, agents and service firms whose revenue depends on renewals and fast follow-up.
What the agent does
- Tracks renewal and maturity dates from your client records
- Prepares outreach at the right time, with what the client needs to gather
- Follows up with new enquiries and reminds your team when a lead goes quiet
- Prepares messages in the languages your clients speak
What stays with your people
You decide who is contacted and what is said. The agent reminds and drafts; advice and recommendations stay with you.
How to get it
Pick the level of help that fits
Questions
Does it contact clients directly?
Only with messages you approve, through channels you choose, and in line with the consent rules that apply to you.
Does it work with our CRM?
Yes, or with a spreadsheet if that's where your client list lives.
What does it cost to run?
A setup fee, then a monthly fee if we maintain it. We agree both before we start.
More
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→Not sure where to start?
Book a free discovery session. We'll look at your work together and tell you plainly where AI would help — and where it wouldn't.