@Dash what is renewing next month and who needs a call first?
Live in Slack or Microsoft Teams
Draft renewal calls for the renewal book
Dash reads what renews next month against claims history and who has actually been contacted, orders the book by which conversations matter most rather than by renewal date, and drafts the outreach for approval. Nothing reaches a policyholder without a person approving it first.
Get started for free Chat with Dash, the AI teammate that works inside Slack and Microsoft Teams.
Forty-one policies renew in September. Nine need a call, and only four of those are the ones the renewal list would flag.
- 4 with a claim since last renewal · all settled · all will see a premium change
- 3 never contacted since inception · two of them renewing for the fourth time
- 2 who called us · both asked about cover changes in the last 60 days · neither was followed up
The three that have never been called are the exposure. They have been on the book for years, nobody has spoken to them, and the first conversation they have with us will be about a price going up.
The two who called us are worse than that. They asked for something, got an answer, and nothing was logged as a next step. Both asked about adding cover, which means they were trying to give us more business sixty days before renewal and heard nothing back.
Drafted nine call notes with what each one actually needs discussed. Held, nothing sent.
Draft the two who called us as emails instead, I want it in writing.
Two emails drafted, both opening on their question rather than on the renewal, because their question came first and they will remember that it did.
Each one names what they asked about, gives the answer, and puts the renewal date at the end as a reason to talk rather than as the subject. Both held for your approval.
Teams @Dash what is renewing next month and who needs a call first?
Forty-one policies renew in September. Nine need a call, and only four of those are the ones the renewal list would flag.
- 4 with a claim since last renewal · all settled · all will see a premium change
- 3 never contacted since inception · two of them renewing for the fourth time
- 2 who called us · both asked about cover changes in the last 60 days · neither was followed up
The three that have never been called are the exposure. They have been on the book for years, nobody has spoken to them, and the first conversation they have with us will be about a price going up.
The two who called us are worse than that. They asked for something, got an answer, and nothing was logged as a next step. Both asked about adding cover, which means they were trying to give us more business sixty days before renewal and heard nothing back.
Drafted nine call notes with what each one actually needs discussed. Held, nothing sent.
Draft the two who called us as emails instead, I want it in writing.
Two emails drafted, both opening on their question rather than on the renewal, because their question came first and they will remember that it did.
Each one names what they asked about, gives the answer, and puts the renewal date at the end as a reason to talk rather than as the subject. Both held for your approval.