← Radar

Sequences

Renewal retention cadence with broker approval on every send.

Default sequence

Renewal Retention 120

T-120 opener → +4d bump → +7d plan link → +10d call ask → stop. Locked steps may autopilot-send when principal policy is on (consent + lint still required).

Steps

  1. 1. T-120 renewal opener (AI draft, broker approves)email· Locked disclaimer
  2. 2. +4 days bump if no replyemail
  3. 3. +7 days send Renewal Plan linkemail· Locked disclaimer
  4. 4. +10 days call ask (SMS — express consent required)sms

Auto-stop

  • Any inbound reply on the file thread
  • Borrower opts out (CASL ledger)
  • Outcome set (retained, lost, refinanced, sold, ported)
  • Borrower taps Shop my renewal on the plan

Pending approval

No sequence drafts waiting. Enroll a file to see the T-120 opener stub.

Renewal Radar