Flag renewals early
At-risk renewals surfaced before the lapse date rather than after it.
AI Team · retention and expansionTier 2 · Human in the loop
The outreach that saves the relationship.
Lapsing renewals, single-product customers, quotes that went quiet. The follow-up nobody has time for, drafted and ready for sign-off.
The role
What this agent is responsible for.
Each agent owns a job you would otherwise hire for. It works continuously, a trained ProElevate expert reviews what it produces, and your team approves anything that reaches a customer or a public channel.
Account Management Agent
The Account Management Agent works the book you already have — renewals, expansion and reactivation — and stages the outreach for approval.
Explore the matching capabilityResponsibilities
The work it takes off your desk.
The recurring work this agent runs so it stops depending on someone finding time.
Spot the expansion opening
Single-product customers who should have more, with the reason attached.
Reactivate what went quiet
Quotes and conversations that stalled, picked back up.
Draft the outreach
The actual message, written for the specific situation and ready to send.
Get the timing right
Sequenced so outreach lands when it is useful rather than when it is convenient.
Surface relationship risk
Quiet accounts and warning signs raised while there is still time.
How it works
Produce, review, approve.
The same three steps govern every agent on the team. The agent never skips to the end.
- 01
The agent produces
Research, drafting and preparation run continuously rather than in bursts when someone finds an afternoon.
- 02
Our expert reviews
A trained ProElevate specialist checks the work before you see it. You review finished work, not drafts.
- 03
You approve, then it ships
Nothing reaches a customer or a public channel until your team approves it, and every decision is recorded.
Working together
Where the agent stops and your team starts.
The division of labour is deliberate: repeatable production moves to the agent, judgment stays with people.
The agent prepares
Repeatable research, organisation and first drafts are prepared for your team.
Your team reviews
People add context, correct assumptions, and decide what is actually useful.
Your team approves
The final call stays with the people accountable for the relationship.
Human in the loop
Tier 2 — drafts and stages, never publishes.
This agent produces finished work and puts it in your approval queue. Publishing and sending require a human, every time.
- The agent drafts and stages the work.
- Our expert reviews it before you see it.
- Nothing goes out without your approval.
- Every decision leaves a record.
A working day
What a day with this agent looks like.
An illustrative day, not a fixed schedule — the cadence is set with your team.
- 08:00
Reviews the renewal window
What is coming up and which of it looks at risk.
- 10:00
Builds the expansion list
Customers with an obvious gap, and the reason to call.
- 13:00
Drafts the outreach
Specific messages prepared for review, not a mail merge.
- 16:00
Stages for sign-off
Everything queued with context so approval takes minutes.
Connections
It works inside the tools you already run.
The agent operates in your existing stack rather than asking your team to move into a new one. Exact systems are confirmed during implementation planning.
Your email platform
Where connected
Sequences drafted and queued for approval.
Your CRM
Where connected
Contact records, stages and activity history.
Your core or management system
Where connected
Customer and policy data, read under your controls.
Your website
Connected
Forms, landing pages and follow-up destinations.
Frequently asked questions
Questions we get about this agent.
The role, the workflow, and where the human checkpoints sit.
No. It drafts and stages; a human approves before anything sends. On relationships you have spent years building, that boundary matters more than the time it saves.
From the data you connect — renewal dates, product holdings, activity history and quote status. Where it lacks context, it flags rather than guesses.
No. Each message is drafted for the specific situation — what they hold, what is renewing, what they asked about and went quiet on — which is precisely the work that does not happen when everyone is busy.
It reads from your CRM and core or management system where your team connects them, and works inside the tools you already run rather than asking you to move.
See what is sitting in your book right now.
The renewals, the gaps and the quiet accounts. Half an hour, no obligation.