Manual renewal processes often lead to missed upsell opportunities, inconsistent pricing reviews, and compliance gaps. Legacy workflows built around spreadsheets slow things down, introduce risk, and reduce visibility for underwriting and sales teams.
This case study explores how one mid-sized UK insurance provider used Dynamatix to automate their entire renewal process - right from broker communication to underwriting approvals while keeping their existing Excel models intact.
See how the business shifted from reactive to proactive renewals with smarter workflows, digital forms, and real-time pricing logic, all without months of IT effort. If you're looking to unlock better broker engagement and operational efficiency, this case study shows how it can be done.
What’s Inside?
A strategy to digitize renewals while retaining Excel logic
How to reduce manual review cycles and missed SLAs
A blueprint to trigger proactive renewal workflows
How to improve broker experience without disrupting operations
Let this case study cut the noise from your renewal process.
