Assess renewal likelihood and flag runway risks
Forms a judgement on renewal likelihood for each upcoming renewal — likely, at-risk, or doubtful — and surfaces the action the near-term cliffs demand, given what the advisor knows about each relationship.
In / outComputed runway + relationship knowledge per client → renewal likelihood ratings and flagged priority actions
You might say…
“The runway spreadsheet told me what was ending but not which endings I should actually be worried about.”
What it does
Given the computed runway and what the advisor knows about each client relationship, forms a judgement on whether each upcoming renewal is likely, at-risk, or doubtful, and surfaces the action a near-term cliff demands. Used after the runway is computed, to turn raw dates into a prioritised risk read. Single human-in-loop judgement per review.
Trigger: Use after computing the runway, to turn expiry dates into a prioritised risk read that drives action.
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