Stay ahead of renewals and open work
LiveRenewal Deadlines
A renewal is a regulated deadline with a notice period. Aoibhe works out the date, counts back the statutory window and drafts the notice before it falls due.
- RENEWS
- 14 Aug 2026
- NOTICE DUE
- 17 Jul 2026 · 20 working days back
- DRAFT
- Ready for broker approval
- AWAITING
- CONSENT
- Email · granted
Example data, fictional.
How it works
Renewals Workflow
Deadline rules as data
The notice period is stored as a rule with a market attached. The Irish default counts back twenty working days from the renewal date. When a rule changes, deadlines already in flight move with it.
Chained obligations
A renewal date produces a notice deadline, and the notice produces its own follow-up window. The chain is worked out automatically.
Drafted early, approved by you
The notice is written ahead of the deadline. A broker reads it, edits it and approves it. Nothing reaches a client without that approval.
Consent checks
Consent is held per client and per channel and is checked before anything goes out. A client who has opted out of a channel is not contacted on it.
Works with
Related Features
Statutory renewal and notice deadlines worked out as dates, counted backwards, and drafted early for a broker to approve.
A sweep across all channels every six hours, or on demand, that lists conversations which have gone quiet in either direction.
A daily read of the whole book listing cross-sell gaps, dormant clients, insurer concentration and renewals worth a call.
Firm-controlled document templates filled from the client record and produced as PDFs, logged against the file.
Questions
Renewals FAQ
- Does Aoibhe send renewal notices automatically?
- Only if a brokerage turns it on. Automatic sending is off by default and has to be enabled for each type of notice, on top of a brokerage-level attestation and a check that the client has consented on that channel. If any of those is missing, the notice becomes a broker task instead of going out.
- How far in advance is a renewal notice prepared?
- The system counts backwards from the renewal date by the statutory notice period for the market. In Ireland that is twenty working days before renewal, so the draft exists well before the deadline.
- Which channels are renewal notices sent on?
- Email and WhatsApp, on whichever the client has consented to. Delivery is recorded against the client file, including what was sent, on what date and through which medium.
- What happens if a client has opted out?
- They are not messaged on that channel. The deadline still appears on the brokerage’s worklist so a broker can reach them another way.
See it working
Request a Demo
Bring a sample enquiry to a 30-minute demo. We’ll show the client file, the draft and the broker handoff, using your own data if you prefer.
Or email support@aibroker.ie.