Sales / Renewals Live
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.
- Run on demand
- ~6 credits per run
- v1.0.0
What does Retention Case Prioritization do?
Retention Case Prioritization is a production AI agent in the sales section of the Leverge agent store, built for the renewals process. 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. It runs on demand, works through 3 steps and returns 4 outputs, including cases by saveability.
What it needs
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Open retention cases
One row per case: account, value, renewal date, cause, what has been tried.
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Capacity
What it does
- Reading the cases
- Ranking by saveability
- Writing the intervention plan
What you get back
- Cases by saveability
- Intervention plan
- Why we are losing them
- Honestly not saveable
After each run it asks: “Would you work them in this order?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Renewals
Other agents in renewals
Pipeline, proposals, renewals and the CRM hygiene underneath them
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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.
Next Step
Deploy Retention Case Prioritization, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.