Insurance

Policy renewal and underwriting workflow

Trigger renewal workflows, collect updated declarations, run risk scoring, and generate renewal packs without manual intervention.

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The challenge

Renewal management is mostly reactive: brokers chase, risk data is stale, and underwriters make calls under time pressure with incomplete information. Retention and risk selection both suffer.

How Lunnoa runs it

1
Ingest
Pull the documents, events, or system records that start this process.
2
Analyse
Workflows trigger renewal activities on schedule, collect updated declarations via broker or policyholder portal, run risk-scoring agents against fresh data, and generate renewal packs ready for underwriter sign-off, including recommended pricing bands.
3
Decide or escalate
Clear cases continue under policy; exceptions go to a person with a structured pack.
4
Write back and prove
Update systems of record and keep an attributable trail for review.

Systems touched

policy admin
broker portal
pricing models
underwriting workspace

In the product

Step-by-step agent behaviour

Pull the documents, events, or system records that start this process.

Compliance annotation

Renewal recommendations keep underwriter sign-off in the loop. Risk inputs and pricing bands are traceable.

Security & architecture brief

Outcomes

Higher renewal retention rates
Better risk selection: fewer surprises
Less underwriter grind, more time on complex risks
Consistent renewal cadence: nothing forgotten

Built for teams that already take infrastructure seriously.

Book a platform session

CTOs and platform teams evaluating fit with your reference architecture
Security and compliance reviewing data residency and access control
Operations teams that need attributable runs, not black-box automation
Builders who want unlimited usage under a flat licence