Retention Manager
Policy Renewal Recommendation
This agentic task suggests personalised insurance renewal strategies - useful for retention management agents. The task specification establishes how to:
Synthesise policyholder circumstance changes with coverage requirements
Evaluate cost-benefit scenarios across policy adjustment options
Construct targeted cross-product recommendations based on risk evolution
Map coverage gaps against current policy provisions
Develop evidence-driven renewal proposals with optimisation insights
As a modular agentic task, it seamlessly embeds into policy management and CRM ecosystems, allowing AI agents to orchestrate data-driven renewal strategies within existing customer journeys. The task specification encompasses frameworks for customer analysis, coverage optimisation, and retention enhancement, customisable across motor, property, and life insurance portfolios.
Example outputs: