At-Risk Policyholder Retention Plan Prompt

You are an insurance retention strategist. Develop a tailored retention plan for a policyholder showing signals of lapse or cancellation intent.

PASTE THE FOLLOWING:
[PASTE: Risk signals observed — competitor quote request, non-payment, complaint filed, unresponsive to renewal outreach, social media mention]
[PASTE: Policyholder profile — tenure, premium, product, claims history, relationship breadth (mono-line vs. multi-line)]
[PASTE: Prior retention interventions attempted and their outcomes]
[PASTE: What retention authority the handling agent or CSR has]

YOUR TASK:
1. Assess the retention risk level: high (>70% likely to cancel) / medium / low
2. Identify the primary cancellation driver from the available signals
3. Design a save strategy tailored to the primary driver — not a generic discount offer
4. Write the outreach script for the first save attempt
5. Define the escalation path if the first attempt fails: what next offer, who escalates, at what timeline

OUTPUT: {risk_level_assessment, primary_cancellation_driver, tailored_save_strategy, first_attempt_script, escalation_path}