INSURANCE & RENEWALS / FIELD GUIDE
Which renewal action is worth taking?
Connect the data. Check the insight. Approve the action. Measure what changes.
No form to read or download. No booking until you choose a time.
FIRST, AGREE ON THE QUESTION
A risk score is not an action plan.
Churn risk alone is not a profitable intervention. A high-risk policyholder may not respond to a follow-up; its cost and the agreed objective matter as much as the prediction.
Separate an observed renewal result, a prediction of non-renewal and the decision to intervene. A prediction does not show that an intervention will change the outcome.
Predicting churn is not deciding who to retain- Renewal
- Signed policy, issued invoice or received payment? Choose the event before counting renewals.
- Cohort
- Align policy dates, renewal window and eligibility. Make exclusions visible.
- Intervention
- Name the approved follow-up, owner and cost. Assess it against an agreed objective, not risk alone.
ILLUSTRATIVE WORKFLOW / DEMO DATA
Ask. Check. Act. Measure.
Ask
Join policy, renewal, acquisition and finance data. Ask which eligible renewal cohort warrants a human-reviewed follow-up.
Check
Inspect the cohort, time window, exclusions and executed query. Distinguish observed outcomes from predictions and review follow-up cost.
Act
A human approves a renewal follow-up and assigns an owner. Execute the scoped task through a supported integration, such as Jira, with a deadline.
Measure
Monitor execution status and the agreed renewal outcome. Schedule an impact review, for example in 14 days; do not infer intervention value from churn risk alone.
ACT / HUMAN-APPROVED EXECUTION
Renewal follow-up · Assigned owner
Approval → supported Jira task
Owner, scope and deadline are explicit. Review the executed query before approving.
MEASURE / SCHEDULED IMPACT REVIEW
Review in 14 days (example)
Track task state separately from the agreed business outcome. These are illustrative states, not claimed customer results.
Illustrative workflow. Deployment and supported actions scoped with your team.
DEFINITION / EVIDENCE / LIMITS
One metric. Show the definition.
Loss ratio: specify the claims basis and earned-premium denominator. State the period, cohort, paid or incurred claims, expense treatment and exclusions. Inspect the executed query before comparing results.
No automated pricing or coverage decisions. Human approval, eligibility and supported actions are scoped with your team.
BOOK A DUKE DEMO
Bring the question. See the workflow.
Which renewal cohort warrants an approved follow-up? Walk through the definition, evidence, approved execution and review with our team.
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