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            Use Policy Renewal Prediction (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Use Policy Renewal Prediction (Managed Package)

            The Policy Renewal Prediction app, with its Einstein Discovery-powered dashboards, gives you intelligent insights on the likelihood of policy renewals. With these smart predictive analytics, you can quickly identify the customers who are unlikely to renew their policy and devise strategies to improve renewals.

            Required Editions

            Available for an additional cost in: Enterprise, Performance, and Unlimited Editions where Financial Services Cloud for Insurance is enabled and Vlocity Insurance is installed.
            Note
            Note Policy Renewal Prediction app is available at an extra charge for Vlocity customers with Financial Services Cloud Basic or Standard licenses and the FSCAnalyticsPlus (CRM Analytics for Financial Services) license. For complete deployment instructions, see Deploy Tableau CRM for Financial Services

            You can access the Policy Renewal Prediction app and its dashboards through CRM Analytics Studio.

            Likelihood of Policy Renewal Dashboard

            The Likelihood of Policy Renewal dashboard gives you insights on policies that are at a high risk of not being renewed. The dashboard charts answer these questions:

            • How many policies are up for renewal?
            • How many customers are to be considered?
            • What is the GWP for policies that are up for renewal?
            • Which policies are at risk of not being renewed?
            • Which are the high-GWP policies to focus on?
            • Which customers do I prioritize for follow-ups in order to retain them?

            Likelihood of Renew Policy Dashboard

            The Likelihood of Renew Policy dashboard (Embedded) gives you insights into the policy renewal status of a specific customer. The dashboard charts answer these questions:

            • How many policies are up for renewal for the customer?
            • How many days are left for the customer to renew their policies?
            • What's the GWP for policies that are up for renewal?
            • What's the predicted renewal score for policies that are up for renewal?
             
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