You know the drill: a client calls at renewal, upset about a coverage gap. It's a mad scramble to fix it. This reactive model strains relationships and leaves revenue on the table. What if you could address risks and opportunities before the client even realizes they exist? The Principle: The Mid-Term Review Triage Framework The core shift is moving from a single renewal touchpoint to a continuous, triaged monitoring system. AI doesn't just send renewal reminders; it acts as your digital assistant, scanning data feeds for specific client life events and risk changes. The key is to categorize these triggers by urgency and value, directing your limited time to the most impactful actions. This is powered by tools like CLUE Reports , which automatically flag new claims filed by a client. Combined with other data, it allows for intelligent alerting. See the Principle in Action A client's newly registered vehicle is flagged via an MVR pull .…