Renewal Radar — AI-Powered Policy Renewal Intelligence Platform
A Generative AI and analytics platform that helped underwriters identify expiring policies, retrieve account intelligence, and reduce time spent searching annual reports and business documents.
Underwriters spent up to 2 weeks manually collecting financial information, business descriptions, contacts, and renewal context for accounts approaching expiration. The manual workflow delayed renewal action and increased the risk of missed opportunities.
- Created a 90-day renewal pipeline to identify upcoming policy expirations.
- Built a document intelligence workflow for 500+ annual reports and business documents.
- Used semantic search and OpenAI responses to return concise account-level insights.
- Delivered insights in Power BI so underwriters could act inside their existing workflow.