ZBrain
Log in
Book a demo
Book a demo
Agents License Intelligence Agent
License Intelligence Agent Icon

License Intelligence Agent

Consolidates and analyzes enterprise license, CRM, and financial data to identify renewal risks and prioritize high-value customer opportunities.

Organizations managing large volumes of licenses often struggle with fragmented data across CRM platforms, financial systems, usage logs, and contract repositories. These manual tracking processes are time-consuming, prone to error, and create delays in recognizing renewal risks or identifying accounts that warrant proactive engagement.

The License Intelligence Agent centralizes and harmonizes data from license records, CRM entries, financial transactions, customer engagement logs, usage indicators, contract documents, and related communications. Using structured rules and LLM-driven analysis, the agent evaluates renewal readiness, highlights potential compliance concerns, surfaces anomalies in customer or license data, and identifies accounts requiring attention based on revenue impact, usage patterns, or operational dependencies. All insights are consolidated into an auditable, consistently updated license intelligence layer accessible across teams.

By automating this analysis and replacing manual data compilation, organizations gain a clear and prioritized view of renewal risks and revenue opportunities. This improves process productivity, reduces administrative overhead, strengthens compliance confidence, and supports more efficient allocation of sales and account management resources—directly enhancing renewal outcomes and operational efficiency.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for License Intelligence Agent:

Account Renewal Analysis Request


    

  • Request ID: 89a2b4f1-5a82-4c2e-8e6d-7c3f9b4d1e0a
    • 

  • Requester: Sarah Jenkins, Senior Account Manager
    • 

  • Customer Name: Apex Solutions
    • 

  • Customer CRM ID: CUST-481516
    • 

  • Analysis Type: Pre-Renewal Risk Assessment
    • 

  • Renewal Period Focus: Upcoming 90-Day Window (Q4)
    • 

  • Notes: Apex Solutions' account has shown decreased engagement scores over the last quarter. Please generate a comprehensive risk profile, including analysis of support ticket volume, recent payment history, and product usage trends for their 'Nexus Platform' licenses. We need to formulate a proactive engagement strategy before the renewal negotiation period begins.
    •

Deliverable Example

Sample output delivered by the License Intelligence Agent:

License Renewal Intelligence Report


Customer: Apex Solutions
CRM ID: CUST-481516
Report Date: 2023-09-15
Analysis Period: June 1, 2023 - September 14, 2023




1. Executive Summary


Apex Solutions presents a High Risk for non-renewal for its upcoming 'Nexus Platform' licenses, with a calculated risk score of 7.8/10. Key indicators include a significant decline in active user engagement, a high volume of unresolved high-severity support tickets, and a recent late payment. The total Annual Recurring Revenue (ARR) at risk is $275,000. Immediate, strategic intervention is required to mitigate churn risk and secure this renewal.


2. Upcoming Renewal Portfolio


The following licenses are due for renewal within the next 90 days:






License ID
Product
Seats
Expiry Date
Annual Recurring Revenue (ARR)






NEX-PROD-8812A
Nexus Platform Pro
250
2023-11-30
$150,000




NEX-ENT-5509B
Nexus Platform Ent
50
2023-12-15
$125,000




Total



$275,000






3. Detailed Risk Analysis


Risk Score: 7.8 / 10 (High Risk)


    

  • 

    Usage Analytics:
    

      

    • Finding: Monthly Active Users (MAUs) have decreased by 35% over the past 90 days across both licenses.
      • 

    • Analysis: Key feature adoption for the 'Advanced Analytics' module is down 50%, indicating a potential value gap or workflow issue.
      • 

    • Data Source(s): Usage Analytics Database.
      • 

    

    • 

  • 

    Support Ticket Analysis:
    

      

    • Finding: 12 high-priority (P1/P2) support tickets were logged in the last quarter, with an average resolution time of 7 days (40% above SLA). 3 P1 tickets remain open.
      • 

    • Analysis: Recurring themes in support tickets point to performance issues with API integrations, a critical function for Apex Solutions' workflow.
      • 

    • Data Source(s): Support Ticket System, Customer Communications Log.
      • 

    

    • 

  • 

    Financial Health:
    

      

    • Finding: The most recent quarterly invoice (INV-2023-Q3-984) was paid 18 days past its due date.
      • 

    • Analysis: While a single occurrence, this deviates from their consistent on-time payment history over the past 3 years.
      • 

    • Data Source(s): Financial Transactions Database, Payment History.
      • 

    

    • 

  • 

    Contractual & Compliance:
    

      

    • Finding: No immediate compliance risks detected. The original contract does not include an auto-renewal clause.
      • 

    • Data Source(s): Contract Document Analysis.
      • 

    

    • 



4. Prioritization & Recommended Actions


    

  • Renewal Priority: CRITICAL
    • 

  • Revenue Impact: High ($275,000 ARR)
    • 

  • Strategic Impact: Loss of Apex Solutions would risk a key logo in the Financial Services vertical.
    • 



Action Plan:


    

  1. Immediate Escalation: Escalate the 3 open P1 support tickets to the Head of Customer Success for immediate triaging and resolution.
    2. 

  2. Proactive Technical Engagement: Schedule a meeting between our technical account manager and their lead developer to address the API performance issues head-on within 3 business days.
    3. 

  3. Value Reinforcement: The Account Manager (Sarah Jenkins) should prepare and schedule a QBR focusing on the underutilized 'Advanced Analytics' module, demonstrating ROI and aligning it with their stated business goals.
    4. 

  4. Concession Planning: Prepare a pre-approved support or services credit as a potential goodwill gesture during renewal negotiations, contingent on a multi-year commitment.
    5.

Opportunity to impact key functional area KPIs

Revenue Growth
Risk Reduction
Employee Productivity

By proactively identifying renewal opportunities and churn risks, the agent enables sales teams to prioritize high-value accounts and secure revenue more effectively.

Maximize Renewal Revenue
  • Analyzes usage patterns and engagement logs to forecast renewal likelihood.
  • Flags accounts with declining product adoption or negative sentiment.
  • Surfaces critical contract terms and key dates to inform renewal conversations.
Prioritize High-Value Engagements
  • Consolidates financial and CRM data to rank accounts by revenue impact.
  • Identifies customers with high growth potential based on usage trends.
  • Generates prioritized action lists for account management and sales teams.

By continuously monitoring usage against contracts and identifying early churn signals, it minimizes compliance penalties and prevents unexpected revenue loss.

Mitigate Compliance Risk
  • Scans license agreements and usage data for discrepancies and violations.
  • Highlights accounts operating outside of contractual terms for proactive intervention.
  • Creates a centralized, auditable trail of license and compliance data.
Proactively Identify Churn Signals
  • Continuously monitors customer data for early warning signs of non-renewal.
  • Identifies anomalies in financial transactions or customer communications.
  • Alerts teams to critical accounts that require immediate attention to prevent churn.

By eliminating manual data consolidation from disparate systems, the agent frees up sales and account teams to focus on strategic customer engagement.

Automate Manual Data Consolidation
  • Connects and harmonizes data from CRM, financial, and contract systems.
  • Eliminates time-consuming manual data entry and reconciliation tasks.
  • Maintains a single, consistently updated source for all license intelligence.
Streamline Account Analysis
  • Delivers a unified view of each customer's license and engagement history.
  • Provides context-rich summaries for faster, more informed decision-making.
  • Frees up account teams to focus on strategic relationships, not data gathering.

Related Agents

Relationship Opportunity Prioritization Agent

Automatically identifies, prioritizes, and delivers high-value prospect engagement opportunities with tailored negotiation guidance for sales managers.

Prospecting Data Integrity Agent

Ensures prospect data quality by detecting errors, duplicates, anomalies, and compliance risks before records enter prospecting workflows.

Lead Prospecting Intelligence Agent

Aggregates, validates, enriches, scores, and segments contact data to support accurate, compliant lead prospecting.

Engagement Intelligence Agent

Identifies, evaluates, and ranks high-potential market opportunities through structured analysis of internal and external market data.

Market Research Intelligence Agent

Harmonizes and analyzes diverse research data to identify trends, relationships, sentiment, and insights.

Market Research Alignment Agent

Aligns stakeholder input with enterprise strategy and market data to produce clear, validated research objectives.