Where can I see my client’s upcoming renewals?

On the contacts list page, you are able to see the nearest renewal date for each of your contacts and you are able to sort your contacts using this field. Agentero’s recommendation engine will automatically generate business opportunities for your contact starting 60 days before renewal. If your contact’s policy is increasing its value by more than 5% (contact your sales representative to increase this threshold), there will be a warning next to the contact’s upcoming renewal date.