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Renewal follow-up

Renewals worked from 90 days out.

Renewal dates are known months ahead, yet most get worked in the final fortnight. ScendCore works the calendar early so nothing lapses because the month got busy.

No more renewals lost to a date nobody actioned.
Renewal follow-up · live
01
Date approaches
A renewal enters the 90-day window.
02
Health read
Usage, support history, and engagement pulled together.
03
Conversation opened
Outreach that reflects the actual state of the account.
04
Risk escalated
Anything concerning goes to a named human with context.
ReviewEvery action logged.
The gap

The most predictable revenue you have is the easiest to drop.

Renewal dates sit in a system nobody opens until the deadline is close.

Late renewal conversations become price conversations, because there is no time for anything else.

A lapse is often discovered after the fact, when winning the customer back costs far more.

The shift

The renewal calendar works itself.

Alex opens the conversation at 90, 60, and 30 days, with the account context in hand.

Worked early

Outreach begins at 90 days, not in the final week.

Context attached

Usage, tickets, and health surfaced before anyone makes contact.

Risk flagged

A weak signal routes to a human while there is still time to act.

Expansion spotted

Growth signals handed to Sales rather than left until renewal.

How it runs

Signal in, work moved.

The same governed path every job follows, scoped to this one.

01Date approaches

A renewal enters the 90-day window.

02Health read

Usage, support history, and engagement pulled together.

03Conversation opened

Outreach that reflects the actual state of the account.

04Risk escalated

Anything concerning goes to a named human with context.

05Renewal closed

Confirmed, or handed to an owner with a clear reason.

06Logged

Every touch and the outcome recorded.

This job defaults to Review.

Renewal conversations touch commercial terms, so a person approves. You can change it per capability, and every action is logged either way.

Impact

Fewer renewals lost to timing rather than to a decision.

17%
fewer renewals lapsing past their date
An insurance agency

“ScendCore gives us a governed AI execution layer that follows up, routes work, and keeps humans in control. Fewer missed opportunities, faster action.”

VT
Victor Tanko
CEO, CloudAccess
Who it’s for
Customer success leaders

whose renewal book is bigger than the team can work by hand.

Agencies and brokers

where a lapsed renewal is lost commission. The calendar gets worked.

Common inInsuranceStaffingReal estate
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Renewal watch — ScendCore Use Case | ScendCore