Skip to main content
Feature

Renewal Analysis

Streamline renewal season with automated year-over-year comparisons, cost driver insights, and market alternative presentations.

Renewal Analysis feature demonstration

Why Renewal Analysis?

Year-Over-Year Tracking

Automatically compare current plans against renewal quotes to show rate changes and benefit modifications.

Cost Driver Analysis

Identify what's driving premium increases—age banding, claims experience, or carrier pricing.

Market Alternative Comparison

Present renewal rates alongside competitive quotes to demonstrate your value and options.

Trend Visualization

Show clients multi-year cost trends with clear charts and projections.

Renewal Timeline Tracking

Never miss a renewal deadline with automated reminders and milestone tracking.

Historical Data Access

Access past proposals and comparisons instantly for informed renewal discussions.

Renewal Season Made Simple

60 Days
Before renewal: Initial analysis
30 Days
Market alternatives ready
14 Days
Final presentation to client

Ready to Try This Feature?

Start your free proposal today and see the difference.

✓ No credit card required  •  ✓ Free during beta  •  ✓ Cancel anytime