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Insurance
Renewal Opportunity Management
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Limited visibility into renewal pipeline with no systematic approach to renewal sales, up-sell, and cross-sell opportunities.
Solution
Build renewal opportunity management platform in Salesforce with pipeline tracking, coverage analysis, up-sell recommendations, and performance dashboards.
Key Outcomes
- Complete renewal pipeline visibility
- Automated coverage gap analysis
- Up-sell and cross-sell recommendations
- Enhanced renewal premium growth
Tags
renewal-managementsales-automationinsurancepipelinecross-sell
Implementation Timeline
8-12 weeks
Medium Complexity