Read renewals
Automated renewal
review preparation
For employee benefits captive managers, Mage connects renewal inputs, learns your readiness rules and reuses that knowledge to prepare employer stop-loss renewal reviews, with deadlines, owners and missing inputs visible.
Read updates
Read documents
Match groups
Check readiness
Prepare review
Deliver pack
Route follow-up
Renewal readinessEmployer stop-loss · Apr 2027
Review v03Scheduled48
Review ready42
Awaiting inputs6
| Employer | Renewal | Review by | Owner | State |
|---|---|---|---|---|
| GRP-1042 | 01 Apr | 15 Mar | A | Ready |
| GRP-1087 | 01 Apr | 15 Mar | B | Ready |
| GRP-1124 | 01 Apr | 15 Mar | C | Ready |
| GRP-1176 | 01 Apr | 15 Mar | — | Awaiting |
Review population42 + 6 = 48
Know which employer renewals need attention
Bring scheduled renewals, responsible owners and required inputs into one review pack, with incomplete handoffs visible before the review date.
Employer stop-loss renewalGRP-1042 · 01 Apr 2027
Inputs gathered15 Feb
Review due15 Mar
Policy renewal01 Apr
Employer planPLAN-1042
Captive programCAP-27
Stop-loss policySL-1042
One review pack for the renewal window
Bring the employer’s stop-loss renewal date, internal review deadline, responsible consultant and required inputs into one review pack. Keep the two dates distinct.
Renewal inputsGRP-1042
Policy referenceSL-1042
Consultant updateReceived
Required documentsReceived
Renewal inputs, prepared for review
Keep policy references, consultant updates and required documents together so the reviewer can see what is ready.
3
Consultant updatesConsultant team
2
Document setsProgram operations
1
Review ownerRenewal lead
Missing inputs, assigned to owners
Group outstanding consultant updates, documents and ownership gaps into the follow-up queue for responsible teams.
Give every renewal review a clear starting point
Focus on
the next renewal
See the employer groups scheduled for review, the latest readiness status and the inputs still needed before the next handoff.
Make each
handoff clear
Keep the responsible consultant, internal owner and next action with each employer renewal so incomplete work has a visible destination.
Review with
the source in view
Keep accepted updates, document references and prior review versions together so your team can inspect the basis of each status.
How Mage fits
Connect the inputs behind your renewal review
Connect your employer roster, renewal schedule and consultant updates. We apply your readiness rules and required document checks, then deliver the review pack where your team works.
Your systems
Renewal schedules
Employer stop-loss dates and policy references
Consultant updates
Responsible consultants and the latest employer review status
Required documents
Policy and program documents from the agreed review checklist
The workflow between your tools
- 1Match employer IDs
- 2Check review inputs
- 3Publish review pack
Prepared outputs
Renewal calendar
Scheduled reviews and responsible owners
Readiness register
Accepted inputs and current review status
Follow-up queue
Missing inputs and assigned next actions
Your team makes pricing, coverage and underwriting decisions; the workflow prepares the review and flags missing inputs.
Keep the next renewal review ready to run
We connect the renewal inputs, implement your readiness checks and launch recurring review preparation with visible gaps and clear ownership.
Explore all solutionsRenewal readinessEmployer stop-loss · Apr 2027
Review v03Scheduled48
Review ready42
Awaiting inputs6
| Employer | Renewal | Review by | Owner | State |
|---|---|---|---|---|
| GRP-1042 | 01 Apr | 15 Mar | A | Ready |
| GRP-1087 | 01 Apr | 15 Mar | B | Ready |
| GRP-1124 | 01 Apr | 15 Mar | C | Ready |
| GRP-1176 | 01 Apr | 15 Mar | — | Awaiting |
Review population42 + 6 = 48
Learn
Define the review window
Map renewal dates and owners. Agree the required inputs and your review pack.
Design
Set readiness checks
Set readiness rules. Agree the required documents, due dates and review owners.
Automate
Run recurring reviews
Validate the full review cycle. Agree the refresh schedule and clear follow-ups.
Prepare the next renewal review with Mage
Show us how your team tracks renewal dates, consultant updates and required documents. We’ll scope the readiness checks, follow-up queue and first review pack.