Assess renewal likelihood and flag runway risks
Packaged know-how that tells an agent how to do a job well.
You might say…
“The runway spreadsheet told me what was ending but not which endings I should actually be worried about.”
What it does
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.
Trigger: Use after computing the runway, to turn expiry dates into a prioritised risk read that drives action.
I/O: Computed runway + relationship knowledge per client → renewal likelihood ratings and flagged priority actions
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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