10 Renewals AI Agents, Live in Production.
10 live agents automate renewals within sales. They all run on demand. Each one publishes the inputs it needs, the steps it works through and what it hands back.
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Customer Record Anomalies
Find the records that do not make sense together — a plan that does not match its price, seats above what was sold, a renewal date that has already passed.
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Licence Reconciliation
Reconcile what was sold, what is provisioned, and what is invoiced — and find the accounts where those three do not agree.
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Renewal Escalation Routing
Check a renewal against what renews on standard terms, and route anything non-standard to the level that can actually approve it.
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Renewal Feedback Insights
Read what customers said at renewal — those who stayed and those who left — and find what actually drove each decision rather than what was easiest to record.
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Renewal Proposal Builder
Pick an account renewing soon and get a renewal proposal drafted with the uplift maths shown, the likely pushback anticipated, and your negotiation room stated plainly.
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Renewal Risk Prioritization
Rank the accounts renewing soon by how likely the renewal is to slip, with the evidence behind each ranking and where the owner should start.
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Retention Case Coordination
Open a retention case for an at-risk account and get each team briefed on their part — the same facts, different asks, all held for approval before anything goes out.
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Retention Case Prioritization
Rank open retention cases by what is genuinely saveable rather than by what is largest — with the intervention each one needs and the ones honestly worth letting go.
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Subscription Compliance Check
Compare what a customer is actually using against what their contract entitles them to, and get every overage, shortfall, and unbilled entitlement listed before the renewal conversation.
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Subscription Data Integrity
Standardise messy subscription records into a consistent shape — and separate what can be normalised safely from what needs a person to decide.
Treating renewal as a horizon-based risk programme, not end-of-term paperwork
Churn very rarely happens suddenly. It accumulates through declining usage, unresolved support themes and stakeholder turnover — all visible, none consolidated. Because renewals are treated as an administrative event triggered by a contract date, teams discover risk when the remaining options are a discount or an escalation. The commercial position is equally under-prepared: what was sold, what is provisioned and what is invoiced routinely disagree, so the renewal conversation happens without anyone knowing whether the customer is over-consuming, under-consuming, or paying for seats that were never deployed. The result is preventable attrition on one side and quietly unbilled revenue on the other.
These agents convert the renewal book into an early-warning system with a prepared commercial position. Renewal Risk Prioritization ranks accounts renewing soon by how likely the renewal is to slip, with the evidence behind each ranking and where the owner should start. Subscription Compliance Check compares actual usage against contractual entitlement and lists every overage, shortfall and unbilled entitlement before the conversation, while Licence Reconciliation finds the accounts where contracted, provisioned and invoiced do not agree. Renewal Proposal Builder then drafts the proposal with the uplift arithmetic shown, the likely pushback anticipated and the negotiation room stated plainly. Where an account is genuinely in trouble, Retention Case Prioritization ranks open cases by what is realistically saveable rather than by what is largest — including an honest list of the ones worth letting go — and Retention Case Coordination briefs each team on its part from the same set of facts, held for approval before anything goes out.
What this moves
- Churn rate
- At-risk accounts are ranked months ahead of the contract date, which is the window in which intervention is still cheaper than a discount.
- Renewal rate
- Proposals are built from the account's own adoption history and anticipated pushback, so the conversation starts from evidence rather than from a price.
- Revenue leakage at renewal
- Entitlement is reconciled against actual usage before the conversation, surfacing overages and unbilled entitlements that would otherwise be renewed at the old number.
Sales
How AI agents handle renewals
Drawn from the 10 agents above — what they require, how they run, and what comes back.
What they need
- Customer records
- Expected consistency
- Contracted (from CRM)
- Provisioned (from the platform)
- Invoiced (from finance)
- The renewal as proposed
- What counts as standard
- Renewal outcomes and feedback
What comes back
- Record consistency
- What is wrong
- Anomalies found
- Anomaly types
- Revenue at stake
- Do the three agree?
- Reconciliation note
- Account by account
How they run
- Run on demand
- 10
- Steps per run
- 2–5
- Credits per run
- 4–7
Where renewals fits in sales
Most of a rep’s day goes on looking things up, updating records and writing follow-ups. These agents do that part, so the hours left over go into conversations with buyers.
Next Step
Deploying renewals agents
These run as-is against the inputs listed above. Most deployments adapt one — a different source system, a different tolerance, a different approval path. The first call establishes which.