Notify brokers of outstanding renewals in team chat weekly

Your outstanding policy renewals sit untriaged in internal tables, leaving brokers without a prioritized list. Get a weekly curated list to brokers and sales so outreach happens before renewal windows.

Overview

Untriaged renewals create last-minute rushes and missed outreach for brokers. This workflow delivers a weekly, broker-specific renewal list into your team chat so reps can prioritize and send renewal emails ahead of expiry windows.