Increase Renewal Retention Using AI Agents

What This Calculator Measures

Three things drive your ROI number:

Labour savings. Renewal processing is repetitive and time-consuming. AI agents handle the routine work — data entry, reminders, document chasing — cutting processing time by 60–80%. That time goes back to your team.

Revenue retention. Every policy that lapses costs you commission. AI-driven outreach reaches clients earlier, more consistently, and more personally than a manual process can. The result is fewer lapses and a higher renewal rate.

New business capacity. When your team spends less time on admin, they have more time to write new business. The calculator quantifies how much additional revenue that freed capacity can generate.

How To Use It

Fill in five numbers you already know:

• How many policies you renew each month
• Your average policy premium
• How long each renewal takes your team today
• Your staff cost per hour
• How many policies you typically lose each month
• 
  

The AI performance fields are pre-filled with conservative industry benchmarks. You can adjust them — but the defaults are a reasonable starting point for a first-year implementation.



Hit Calculate and your ROI, payback period, and 3-year value appear instantly.

A Note On The Numbers

This calculator uses conservative assumptions. Real-world results from brokerages using AI renewal automation typically exceed these projections — particularly on retention, where consistent AI-driven follow-up outperforms manual processes significantly.

The goal here is not to oversell. It is to give you a credible, defensible number you can take to your leadership team or use to build a business case.

If you want a calculation built around your actual book of business, book an appointment with us (bottom of the page).