Sample data sources
AMS / CRM
Carrier Statements
Loss Runs
Policy PDFs
»
Which accounts are most likely to miss renewal this quarter?
6
accounts are showing renewal risk. 3 have declining carrier appetite, 2 have unresolved loss-run issues, and 1 has gone quiet late in cycle.
EVIDENCE
AMS history
Carrier notes
Loss runs
Email thread
RECOMMENDED ACTION
CONF 93%
Prioritize outreach for Hawthorne Group
Hephaes