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Renewal Radar

Find every bound policy hitting 11 months old, pull last-year's submission docs, rebuild a renewal brief, and queue the lot in a tracking Excel emailed to the renewal desk every Monday.

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Insurance — Renewals
Commercial property, casualty, specialty — any carrier with binder-to-renewal SharePoint structure
SharePointrenewalsschedulingExcel pipeline

The problem

  • Renewals slip. The underwriter who bound the original policy moved teams; nobody's actively watching the calendar; the broker calls 30 days out and the carrier scrambles.
  • Last year's submission documents are buried in /Bound/<LOB>/<Insured> - <bind-date>/ — finding them, reading them, and synthesising the prior story takes an underwriter most of an afternoon.
  • Different account managers carry renewal pipelines in different shapes: spreadsheets, Outlook flags, calendar reminders. Leadership has no consolidated view.
  • Risk-of-loss decisions get made under time pressure because the prior context wasn't refreshed in time.

How InsightWorker handles it

1
Weekly cron — '0 7 * * 1' fires every Monday at 7 AM. scheduler · cron syntax
2
Scan /Bound/<LOB>/ folders. Parse <Insured> - <YYYY-MM-DD> from folder names. Filter to bind-dates 11 months old. sharepoint_list · agent reasoning · folder pattern
3
For each renewal candidate, sharepoint_read the prior year's policy, SOV, loss runs, and broker email thread. sharepoint_read · ocr_document · excel
4
Rebuild a one-page renewal brief: prior year's terms, exposure changes (TIV trend, location count delta), loss experience, broker notes, key flags. create_docx · agent reasoning
5
Compile a tracking Excel of all upcoming renewals — one row per insured, columns for current status, brief link, account manager, action by date. create_excel
6
Email the renewal desk Monday morning — HTML summary with the urgent renewals at the top, Excel attached for the full pipeline. send_email
7
Optionally: drop the per-insured renewal briefs into a /Renewals/Working/ SharePoint folder so account managers can pick up where the agent left off. sharepoint_read · file save

Sample prompt

"It's Monday — generate this week's renewal radar for the property book and email it to renewals@acme.com."
Deliverables: renewal_pipeline.xlsx · briefs/<insured>_renewal_brief.docx · weekly Monday email
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