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Agents Renewal Risk Prioritization Agent
Renewal Risk Prioritization Agent Icon

Renewal Risk Prioritization Agent

Analyzes expiring licenses and evaluates renewal risk to generate prioritized action lists for account teams.

Managing license renewals is resource-intensive, and manual tracking or prioritization often results in inefficiencies, delayed follow-up, and missed revenue opportunities. Teams struggle to identify which accounts require immediate attention, especially when license data, usage trends, and customer signals are scattered across multiple internal and external sources.

The Renewal Risk Prioritization Agent consolidates key internal data—including license records, CRM information, customer segmentation, payment history, usage analytics, renewal history, communications, account manager notes, and support interactions—alongside external inputs such as market benchmarks and customer sentiment from online feedback. Using LLM-driven pattern analysis, the agent evaluates behavioral signals, historical trends, sentiment indicators, and account health cues to assess renewal risk for each expiring license. It then produces a structured, prioritized action list for account teams and flags any data inconsistencies or gaps that require review.

By automating high-effort analysis and delivering a clear, risk-aligned action plan, the agent increases process productivity and employee efficiency. Teams are able to focus on the most critical accounts, reduce manual workload, and minimize missed renewals, resulting in more consistent revenue outcomes and scalable renewal management.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Renewal Risk Prioritization Agent:

Renewal Analysis Data Packet


Customer Name: InnovateCorp
Account ID: 8921-A45-T78
Analysis Date: 2024-10-15




License & Contract Data


    

  • License Name: Enterprise Analytics Suite - Tier 3
    • 

  • License ID: ENT-ANL-789456
    • 

  • Expiration Date: 2024-12-18
    • 

  • Annual Contract Value (ACV): $125,000
    • 

  • Renewal History: 3 consecutive annual renewals. Last renewal included a 5% price increase.
    • 





CRM & Account Data


    

  • Account Manager: Sarah Jenkins
    • 

  • Customer Segment: Enterprise - Technology
    • 

  • Key Contact: David Chen (VP of Engineering). Note: New CIO, Maria Valeta, started 2 months ago.
    • 

  • Account Manager Notes (Last 6 Months):
      

    • 2024-07-20: "Met with David Chen. Team seems happy with the core reporting features. Mentioned upcoming budget reviews for next fiscal year may be tight."
      • 

    • 2024-09-05: "Received notification of a new CIO, Maria Valeta. Have not yet established contact. She is reportedly reviewing all major vendor contracts."
      • 

    • 2024-10-02: "Followed up on support ticket #58921. David expressed frustration with the resolution time."
      • 

    

    • 





Usage Analytics (Last Quarter: Jul-Sep 2024)


    

  • Active Users: 180 (down from 220 in Q2)
    • 

  • Core Feature 'Data Dashboard' Usage: -15% vs prior quarter
    • 

  • New Feature 'Predictive Modeler' Adoption: 3% of user base
    • 

  • API Calls: 8,500/month (Stable)
    • 





Payment & Support History (Last 12 Months)


    

  • Payment History: On-time payments, except for one invoice paid 12 days late in Feb 2024.
    • 

  • Support Tickets:
      

    • Total Tickets: 12 (Avg. for segment)
      • 

    • Critical Tickets: 1
      • 

    • Ticket #58921: (Severity: CRITICAL) - "Reporting module data discrepancy"
        

      • Opened: 2024-09-25
        • 

      • Resolved: 2024-10-01
        • 

      • Time to Resolution: 6 days (SLA is 3 days for critical)
        • 

      

      • 

    

    • 





External Data Points


    

  • Compliance Watchlist Check: No flags found for InnovateCorp.
    • 

  • Market Sentiment Scan: Neutral. No significant positive or negative mentions in public forums or reviews over the last 6 months.
    •

Deliverable Example

Sample output delivered by the Renewal Risk Prioritization Agent:

Renewal Risk Assessment Report: InnovateCorp


Report Date: 2024-10-15
Prepared For: Account Growth Team


Executive Summary


InnovateCorp's Enterprise Analytics Suite - Tier 3 license is flagged as High Risk ahead of its December 18, 2024 renewal. A combination of decreased product usage, a recent poorly-handled critical support ticket, and organizational changes within a tight budget environment are key contributing factors. Immediate and strategic engagement is required to mitigate churn risk and secure the $125,000 ACV renewal.


Account Renewal Scorecard






Metric
Value
Assessment






Account
InnovateCorp
-




License
Enterprise Analytics Suite - Tier 3
-




Expiration Date
2024-12-18
64 days




Annual Contract Value
$125,000
High Value




Predicted Likelihood
55%
Unfavorable




Overall Risk Score
82 / 100
High Risk








Key Risk Factors Identified


    

  • Organizational Change: A new CIO, Maria Valeta, has started recently and is reviewing all major vendor contracts. Contact has not yet been established.
    • 

  • Declining Product Usage: Active users have dropped by 18% in the last quarter, with usage of the core "Data Dashboard" feature down 15%. This indicates a potential decrease in perceived value.
    • 

  • Poor Service Experience: A critical support ticket (#58921) took twice the SLA time to resolve, leading to expressed frustration from the primary contact.
    • 

  • Budget Concerns: Account manager notes from July indicate that the customer is facing a tight budget environment for the upcoming fiscal year.
    • 

  • Low New Feature Adoption: The "Predictive Modeler" feature has seen minimal uptake (3%), suggesting a failure to embed new value-add capabilities within the client's workflow.
    • 



Prioritized Action Plan


The following actions are recommended to be initiated within the next 5 business days to address the identified risks and improve the probability of renewal.


    

  1. 

    Executive Engagement:
    

      

    • Action: Immediately initiate a high-level outreach campaign to the new CIO, Maria Valeta.
      • 

    • Objective: Introduce our company as a strategic partner, understand her key objectives, and schedule a formal introductory meeting or QBR.
      • 

    • Owner: Sarah Jenkins
      • 

    

    2. 

  2. 

    Service Recovery:
    

      

    • Action: Schedule a post-mortem call regarding the resolution of ticket #58921 with David Chen.
      • 

    • Objective: Acknowledge the service failure, present a plan to prevent future occurrences, and rebuild trust. Offer a small service credit if appropriate.
      • 

    • Owner: Sarah Jenkins
      • 

    

    3. 

  3. 

    Value Reinforcement:
    

      

    • Action: Partner with a Customer Success Manager to create and deliver a user re-engagement plan.
      • 

    • Objective: Target the 15% drop in dashboard usage and the low adoption of the predictive modeler. Offer a targeted workshop or training session to demonstrate ROI and value.
      • 

    • Owner: Customer Success Team
      • 

    

    4. 

  4. 

    Commercial Strategy:
    

      

    • Action: Prepare a renewal proposal that emphasizes value and ROI, potentially including flexible payment terms or a flat renewal rate to address budget concerns.
      • 

    • Objective: Proactively address the mentioned budget tightness to avoid having price be the primary objection.
      • 

    • Owner: Sarah Jenkins
      • 

    

    5.

Opportunity to impact key functional area KPIs

Revenue Protection
Employee Productivity
Risk Reduction

By proactively identifying at-risk accounts and prioritizing outreach, the agent helps teams intervene early to prevent churn and secure critical renewal revenue.

Minimize Renewal Churn
  • Analyzes historical trends and usage data to predict non-renewal behavior.
  • Flags accounts with declining product engagement or negative sentiment indicators.
  • Prioritizes outreach based on a composite risk score for each expiring license.
  • Surfaces critical insights from account manager notes and support tickets.
Accelerate Renewal Cycles
  • Generates a daily, prioritized action list for account and renewal teams.
  • Consolidates all relevant customer data into a single, actionable view.
  • Delivers clear, concise reasons for each account's risk assessment.
  • Reduces time spent on manual research and internal alignment before outreach.

Automates the time-consuming process of manual data consolidation and analysis, freeing up renewal teams to focus their efforts on strategic customer engagement.

Automate High-Effort Analysis
  • Ingests and synthesizes data from CRM, license systems, and usage analytics.
  • Applies LLM-driven pattern recognition to evaluate complex renewal risk factors.
  • Eliminates manual data gathering and spreadsheet-based prioritization.
  • Evaluates unstructured data like customer communications and account notes.
Focus Efforts on High-Impact Accounts
  • Segments expiring licenses into high, medium, and low-risk categories.
  • Directs team attention to accounts with the highest revenue at risk.
  • Provides a clear, data-driven starting point for daily renewal activities.
  • Allows managers to allocate resources more effectively across the team.

Mitigates the risk of unforeseen churn and inaccurate forecasting by providing a clear, data-driven assessment of renewal probabilities and data integrity.

Proactively Identify At-Risk Accounts
  • Monitors customer behavioral signals and sentiment indicators continuously.
  • Correlates payment history and support interactions with historical renewal outcomes.
  • Issues early warnings for accounts exhibiting characteristics of potential churn.
  • Assesses risk based on both internal data and external market benchmarks.
Enhance Data Integrity
  • Identifies and flags inconsistent or missing data across connected systems.
  • Validates license expiration dates against CRM and billing records automatically.
  • Highlights gaps in customer communication logs or usage tracking for review.
  • Ensures renewal decisions are based on a complete and accurate data set.

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