RF
Renewal File
agentFreeWorks one renewal file at its notice window: the window position by tier, the risk flag with named reasons, the renewal quote draft with uplift shown plainly, the save plan inside the remaining window, and paste-ready opportunity updates.
· Official publisherNot yet ratedUpdated Sep 2026Sales & Business DevelopmentAbout
Use cases
- Work this renewal file at its notice window
- Which renewals enter their windows this week?
- Draft the save plan for this at-risk renewal
Capabilities
- ✓Narrates your notice-window tiers and the backstop on every file
- ✓Flags risk only on named, evidenced reasons
- ✓Drafts the renewal quote with non-standard uplift flagged for approval
Limitations
- ▪Quotes only from prior pricing and provided guidance
- ▪Ships opportunity updates as paste-ready lines you apply
- ▪Stops without contract dates or prior pricing; never quotes from memory
SK
Part of the Sales Kit — installs with 25 more agents + 4 workflows (30 slots total).
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PRICE
Free
Yours to keep. Runs in your Trusapien workspace.
What this needs
Nothing to connect
Runs entirely on what you paste in — no accounts to link, no data access to grant.
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