Renewals that keep themselves on track
The renewal book is where revenue is won or quietly lost. ConnetikIQ runs a structured, AI-assisted cycle so every expiry is handled on time.
A cycle that runs the whole book
Every expiring policy enters a structured cycle — kicked off in good time, with incumbent submissions requested, terms compared, and the client brought in to review. Nothing depends on someone remembering a date.
- Structured renewal cycle
- Incumbent submissions
- Comparable terms
- On-time kick-off
Let AI draft the busywork
The AI agent drafts renewal communications and summarises incumbent submissions so your brokers spend their time on judgment, not typing. Every draft is yours to review, edit and send — the human stays in control.
- Drafted renewal comms
- Submission summaries
- Human-in-the-loop
- Consistent tone
Protect your renewal book
Structure, automation and AI working together so retention isn't left to chance.
Renewal cycle
A structured cycle that tracks every expiring policy from kick-off to bound renewal.
AI assistance
Draft renewal comms and summarise submissions, with your broker always in control.
Incumbent submissions
Request and capture incumbent terms in a consistent, comparable format.
Automated reminders
Timely nudges so no renewal slips — for your team and for the client.
Client review
Send renewal terms to clients to review and approve, without the email chase.
Renewal reporting
See the whole renewal book at a glance — what's on track, and what needs attention.
See ConnetikIQ run your brokerage
Book a walkthrough and we'll show you policies, claims, trust accounting and renewals working together on one platform.