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Insurance
Automated Policy Renewal Management
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Manual policy renewal tracking with missed renewal dates, inconsistent follow-up, and high policy lapse rates.
Solution
Build automated renewal workflow in Salesforce with 90-60-30 day advance notices, automated quote generation, and digital signature integration.
Key Outcomes
- 95% reduction in policy lapse rate
- Automated renewal reminders and quotes
- Digital renewal execution
- Enhanced client retention
Tags
policy-administrationrenewal-automationinsuranceretentionautomation
Implementation Timeline
8-12 weeks
Medium Complexity