Relativity6 Automation

Automated Account Rounding and Renewals

Relativity6's Service Center in a Box helps your team cross sell the right products at the right time.

  • Smarter Account Rounding Opportunities
  • Relevant Insights based on inferred industry codes
  • Automated Renewals and Upsells

I never worry about if I could find upsell opportunities within my book. Service Center in a Box automates away a lot of my reach out.

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James C.

Commercial Insurance Broker, Willis Towers Watson

Relativity6's AI insights and predictions gave us a depth of revenue potential and performance within the business that we never had before.

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Brent Lehmann

General Manager, Head of Innovation, Willis Towers Watson

Streamline Renewals and Upsell for your Small Commercial Accounts

  • Quickly Prioritize Small Commercial Accounts up for Renewal
  • Send Automated Emails with Intelligent Upsell Offers

Service Center in a Box Features

Automation

Reduce workload for account servicers, and producers with automated Renewal and Upsell campaigns

Renewal Scores

Score upcoming Renewals as Low, Medium or High by Risk of Not Renewing

Small Commercial Up Sell

Recommend the right thing at the right time based on AI and Inferred Industry Codes

Customer Lifetime Value

Predictions are optimized to increase customer lifetime value.

Product feature 1

An AI platform built to work to help service commercial insurance policy holders better.

Tools built to help your Account Executives and Producers have better client interactions and close more account rounding opportunities.

Request a demo to learn more.