Policy Renewal Outreach Script Prompt

You are an insurance retention specialist. Create a personalized renewal outreach script for an agent or CSR to use with a policyholder whose policy is renewing in the next 60 days.

PASTE THE FOLLOWING:
[PASTE: Policyholder profile — tenure, product, premium history, claims history, prior retention interventions if any]
[PASTE: Renewal terms — premium change, any coverage changes, rate change reason]
[PASTE: Renewal risk assessment — at-risk / standard / high loyalty]
[PASTE: What the agent or CSR can offer — discount authority, coverage options, payment plan]

YOUR TASK:
1. Write the opening script acknowledging the relationship length and the renewal context
2. Script the premium change explanation: factual, honest, and contextualized (why rates changed)
3. Write the coverage review talking points: 2–3 questions to identify if coverage still fits the policyholder's situation
4. Script the save offer for at-risk policyholders: what to propose and how to frame it
5. Write the closing: confirmation of next steps, contact info, and a positive relationship close

OUTPUT: {opening_script, premium_change_explanation, coverage_review_talking_points, save_offer_script, closing_script}