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Feature

Renewal Analysis

Streamline renewal season with automated year-over-year comparisons, cost driver insights, and market alternative presentations.

Renewal Analysis feature preview

Why Renewal Analysis?

Year-Over-Year Tracking

Automatically compare current plans against renewal quotes to show rate changes and benefit modifications.

Cost Driver Analysis

Identify what's driving premium increases—age banding, claims experience, or carrier pricing.

Market Alternative Comparison

Present renewal rates alongside competitive quotes to demonstrate your value and options.

Trend Visualization

Show clients multi-year cost trends with clear charts and projections.

Renewal Timeline Tracking

Never miss a renewal deadline with automated reminders and milestone tracking.

Historical Data Access

Access past proposals and comparisons instantly for informed renewal discussions.

In the proposal book

Where this program lands in three years.

Trend the whole program forward and show the multi-period delta between the paths you are proposing — so the renewal conversation is about direction, not just this year's number.

Proposal book page charting projected annual program cost across three plan years

Renewal Season Made Simple

60 Days
Before renewal: Initial analysis
30 Days
Market alternatives ready
14 Days
Final presentation to client

Ready to Try This Feature?

Start your free proposal today and see the difference.

✓ No credit card required  •  ✓ First proposal free  •  ✓ Cancel anytime