A clearer picture of the customer relationship, ahead of renewal
Get a clearer picture of the customer relationship and the information already on file, to prepare for renewal, proactive service and identifying relevant needs.
Renewal conversations start from scattered information
Ahead of a renewal or a proactive check-in, the relevant history — coverage, claims, past conversations — is often spread across several systems. Piecing it together takes time the team doesn't always have.
Customer context, ready ahead of the conversation
MediMe gives teams a clearer picture of the customer relationship and the information already on file, supporting renewal preparation, proactive service and identifying relevant needs.
Retention review — synthetic example
- Policy history summary
- Recent service interactions
- Household or business changes on file
- Coverage adequacy vs. current situation
- Claims activity since last review
- Cross-sell relevance, if applicable
Supporting sources
- Policy renewal file, page 2
- Service log, 2026-05-14
- Customer update form, 2026-07-01
Illustration only. The scope of information and capabilities is set according to the use case and the agreed implementation.
Less time reconstructing account history
Relevant policy and service history is surfaced in context, instead of being pieced together across systems before every conversation.
Renewal conversations grounded in context
Account managers work from the same relevant customer information, supporting a more consistent renewal conversation.
Needs and gaps flagged for review
Coverage gaps and relevant changes are surfaced for the professional to review as part of preparing for the conversation.
A clear next step toward renewal
Once the review is ready, the team can move to scheduling and running the renewal conversation with a clear next step in view.
Supporting sources, professional control
Professionals can check supporting sources for key information and stay in control of the decisions that follow.
How this typically starts
We start with the retention or renewal process you run today, the team involved and the systems that hold the relevant customer information, and scope an evaluation from there.
Ready to see this applied to your book of business?
Tell us about your team and the renewal or retention process you run today.