Renewals System — Agent ViewRetention AI · compliant by design
STANDBY
Retention AI · reasoning · compliance trail
Policy & retention workspace

Policy record MATCH

Policyholder— Policy no.— Vehicle— Coverage— Expiry— Tenure— Safe-driver NCB— Status—

Retention economics NCB AT RISK

45%
Safe-driver discount resets to 0 on lapse → est. +$600–700/yr next term.
Continuity benefits at stake
Zero depreciation Roadside assistance Engine protection New-car replacement 4,500+ approved shops No re-inspection

Objection handling LIVE

“It’s a little expensive”PRICE
—
“Found it cheaper elsewhere”COMPETITIVE
—

Premium recalculation OFFER

Standard renewal$1,620
− Loyalty discount (5%)−$81
− On-time renewal (3%)−$49
Final annual premium$1,490
You keep the 45% safe-driver discount · save ~$130

Compliance & consent BY DESIGN

✓Call recorded & disclosed
✓Automated assistant disclosed
✓Identity confirmedBryan Marks
✓Discounts within authorityloyalty 5% + on-time 3%
✓No grace period disclosedexpiry Aug 22
✓Follow-up scheduledpre-expiry

Disposition OUTCOME

RETENTION IN PROGRESS
Awaiting call outcome…
REC · quality & compliance
AI
Auto Insurance
Renewals · Automated
connecting…
🔇
⌨
🔊
☎
Auto Insurance · secure link · now
Bryan, here’s your renewal quote & benefits breakdown: $1,490 / yr Keeps your 45% safe-driver discount, zero-dep, engine protection & new-car replacement. secure.autoinsure.com/renew?t=9f2… ⚠ Coverage ends Aug 22 (Fri) · no grace period.
📅 Follow-up call booked — Thu, Aug 20, 2026, before your policy expires. We’ll help you finalize.
Auto Insurance · call in progress00:00
00:00 / 00:00ready