Book & Renewals — Stewardship Hub

Look after the existing book: see every policy, work renewals before they lapse and find coverage gaps. The header shows Retention, T-60 Watch and Premium.

Used most by: Producers, account managers and CSRs, sales and agency leadership

Active Book

Active Book — portfolio splits and the policy table.

#	Area	What you see	What you can do
1	KPI cards	Total Policies (with unique customers), Premium In Force, Policies/Customer (vs peer average), States	See the size and depth of the book
2	Splits	State Footprint, Line of Business, Producer Split	ASK ARI on any panel
3	Policy Table	Account, LOB, state, carrier, premium, renewal date, producer, status	Search accounts, Sort, All LOBs, All Status, Hide inactive
4	Inline actions	Hover over a row	Renew, Cross-sell, Document, Open in HubSpot

Look up a client's policies

1. Open Book & Renewals › Active Book.
2. Type the account name in Search accounts….
3. Tick Hide inactive to see only current policies.
4. Hover over a policy for actions, or click ASK ARI for a summary of the account.

Renewal Hub

Renewal Hub — the renewal pipeline.

#	Area	What you see	What you can do
1	KPI cards	Renewals This Month, Retention Rate, Review Required, Non-Renewal Risk	Read the metric context (e.g. "Expiring within 7 days")
2	Renewal Pipeline	Account, premium, Milestone (e.g. T-7), Days Left, producer, Survey status, Track (auto / review), actions	Search; Sort: Days Left; filter All Milestones and All Survey

Track	Meaning	What happens
auto	Low-complexity renewal with no expected changes	Lightweight nudge; appears in Marketing Hub's Auto-Renew Stream
review	Higher premium, commercial or changed risk	Needs a producer touch; appears in the Review-Required Stream

Work this week's renewals

1. Open Book & Renewals › Renewal Hub.
2. Keep Sort: Days Left so the most urgent renewals are at the top.
3. Filter Milestones to the window you are working (for example T-30).
4. For each review item, contact the client; for auto items, confirm the nudge has gone out (check Survey status).
5. Check Non-Renewal Risk and the Watchlist for accounts close to expiry with no activity.

Cross-Sell Bench

Cross-Sell Bench — coverage-gap cards.

#	Area	What you see	What you can do
1	KPI cards	Active Opportunities, Expected Premium, Close Rate (YTD)	Size of the cross-sell opportunity
2	Gap patterns	Commercial → No Workers Comp, Auto → No Home, Home → No Auto, with counts	See which gaps are most common
3	Coverage Gap Cards	Account, gap, score, status, producer, expected premium	Click Draft outreach

Turn a coverage gap into an opportunity

1. Open Book & Renewals › Cross-Sell Bench.
2. Pick a card near the top (sorted by expected premium).
3. Confirm the gap is real by checking the account in Active Book.
4. Click Draft outreach, edit the message and send it.
5. Create the opportunity in HubSpot so it appears in the Deal Pipeline.

Coming soon

• Renewal and cross-sell rules configurable by line, premium, state and risk.
• Outcome tracking from outreach to bound policy, so scores improve over time.
• Automatic detection of policies that drop out of the EZLynx data before renewal.