# Renewal Underwriting Information Update — Financial Services AI agent | Mihu AI

Financial Services · Insurance

# Renewal Underwriting Information Update

Collect updated underwriting information ahead of renewal.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Sends a structured update request ahead of renewal covering the specific fields underwriting needs refreshed, per the policy system.

Confirms responses; flags material changes for underwriter review before renewal is finalized.

Processes straightforward updates directly within system authority, written to the policy system.

Sends updated renewal terms once finalized.

## Data sources

Policy administration renewal underwriting fields

## What it targets

Renewal information updates collected before renewal date Target 80%

Under-insurance risk from stale information Target -30%