# Annual Review & Rate-Change Outreach — Financial Services AI agent | Mihu AI

Financial Services · Servicing

# Annual Review & Rate-Change Outreach

Book the annual reviews and rate-change conversations that would otherwise lapse.

Set up this outcome

## Apps this needs

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

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

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

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

## How it works

Agent tracks each client's agreed annual review cadence via the CRM and takes the cohort due a review or affected by a rate change , pulled from the policy/loan administration system.

Notifies each customer on their channel, in their language, consent respected .

States the facts only — what changes, when, what their options are procedurally.

Books the review with the right licensed adviser, straight into the diary.

No recommendation is ever made — the conversation itself is the adviser's. Outcome and any client-requested changes are logged to the CRM .

## Data sources

Product & renewal dates Rate-change notices Adviser calendars CRM

## What it targets

Affected customers notified Target 99%

Reviews booked Target 15%

Opt-out rate Target 1%