Renewal campaigns
Every renewal approached on a defined runway with messaging tailored to the client and cover.
Every renewal worked, not just the ones you remembered
A broker's book is only as good as the follow-up behind it. Renewals, mid-term opportunities and unconverted quotes all decay quietly. Xgenta works the list on a schedule and drafts the outreach, so nothing depends on a diary note.
No card for trial · Every message approved by your team before it sendsSound familiar?
What this costs you today
- Renewals approached too late to defend against a cheaper quote
- Quotes issued and never followed up
- Cross-sell opportunities visible in the data but never actioned
- Client reviews promised annually, delivered occasionally
- Documentation chased manually before every renewal
What changes
The work an agent takes off your team
Quote conversion
Unconverted quotes followed up on a sequence rather than a good intention.
Cross-sell surfaced
Gaps in cover surfaced from the data you already hold, drafted as a conversation rather than a pitch.
Pre-renewal documentation
Statements of fact and outstanding documents requested ahead of time.
How it works
From connection to approved work in five steps
1
Connect the book
Renewal dates, quote status and client correspondence from the systems you nominate.
2
Agree the runway
How far ahead each product line is approached, and the tone for each client segment.
3
Drafts on schedule
The agent works the list daily and drafts the outreach in priority order.
4
Broker approves
You approve, adjust, or reject. Nothing quotes or commits on your behalf.
5
Track retention
Monthly reporting on renewal retention, quote conversion and outreach volume.
Does it fit your stack?
Works with the tools you already run
Connected sources are read-only unless you grant write access, and every source is scoped per agent. Anything marked on request is scoped during the pilot.
Microsoft 365 / Outlook
Available now
Google Workspace
Available now
HubSpot
Available now
Salesforce
Available nowActuris / Applied / broker platform
On requestControl and compliance
Regulated communication needs a record. Every draft, approval and send is logged with the approver and timestamp, retention is configurable to your policy, and the agent never provides advice or commits terms — it prepares communication for a person to approve.
Before you start
Questions we get from insurance brokers
Not quite your world?
Other industries we build for
Dental practicesTreatment plans followed up, recalls that never slip, chairs that don't sit empty.Medical clinicsAppointments filled, forms completed before arrival, patients who don't drift away.Legal officesClients who stop chasing you for updates, matters that move, time that gets billed.Real estate agenciesEnquiries answered in minutes, viewings booked, chains chased without you.
A controlled first step
Plan your first governed AI agent initiative.
In 30 minutes, we will learn how your organisation works, identify a bounded first use case, and show the high-level Xgenta solution architecture.