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Demo with fictional data. Nothing is sent, no carrier is connected, and no coverage is bound.

Renewals

The renewal agent opens tasks at 120, 90, 60 and 30 days. An unknown date gets a task to find it.

Fictional CaseRenewal DateDays OutWindowNext Step
Lanternfield IT Staffing, CV-014287Within 90 daysInside the 90-day window. Broker reviews the renewal.
Moonwick Household (fictional), CV-0143UnknownUnknownDate unknownFind the renewal date.
Thistlewhip Joinery (fictional), CV-0144221Beyond 120 daysNo action yet. Renewal watch keeps checking.
Quillstone Row Lofts (fictional), CV-014534Within 60 daysInside the 60-day window. Broker reviews the renewal.