Renewal Relief Advisor™
Know exactly where every renewal stands — and what to do next.
A structured decision engine for active small-group renewals. Stage-aware status, submission readiness, and the next right move — in minutes, not spreadsheets.
GREEN — On Track for Current Stage
The renewal is where it should be for today. Advisor shows what to keep moving and what's coming next.
YELLOW — Needs Attention
Something deserves attention before it becomes a problem. Advisor names it and suggests the next move.
RED — Immediate Action
The renewal needs immediate attention. Advisor surfaces what to address first.
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The problem
Renewals don't fail all at once. They drift.
A carrier response that arrives a week late. A decision that waits on one more meeting. A submission that turns out to be missing a document nobody tracked. None of it feels urgent — until it is.
Renewal Relief Advisor™ replaces the mental checklist and the scattered notes with one current, structured view of each renewal: where it stands, what's at risk, and what to do next.
Advisor in action
One renewal, 41 days out
Acme Manufacturing Group
Renewal date: 41 days away
Stage
Proposal review
On track for today — carrier response received, comparison in progress.
Watch item
Decision meeting not scheduled
At 41 days out, a decision date should be on the calendar to protect the timeline.
Submission readiness
Future requirements listed
Advisor shows what will be needed before submission — so nothing is a surprise.
This is a simplified illustration of the Advisor command center. A full walkthrough with real screens is coming soon.
Demo
See Advisor in Action
From renewal facts to clearer priorities in just a few minutes.
How it works
From intake to clarity in four steps
1
Add a renewal
A short guided intake captures the group, the carrier, the timeline, and where things stand today.
2
Get the analysis
The decision engine evaluates stage, timeline, risks, and readiness — no generic advice, just this renewal.
3
See what to do next
A clear command center view shows status, priorities, submission readiness, and the next action.
4
Update as it moves
Quick Update re-analyzes the renewal when facts change, and the activity history keeps the record.
What you get
Built for the work between quote and renewal date
- Timeline-aware status for every renewal
- Submission readiness for the current stage
- Quick Update with automatic re-analysis
- Full activity history on every renewal
- Up to 5 active renewals at a time
- Archive completed renewals, keep the record
- Smart modules that only ask what's relevant
- Secure account with your data saved between sessions
Clear boundaries
What Advisor is — and isn't
Advisor is
A structured operational tool that reads the facts you enter, applies a deterministic decision engine, and shows stage, risks, readiness, and next actions for each active renewal. Your data stays private to your account.
Advisor is not
- Advisor is not a broker of record, consultant, or carrier.
- It does not provide legal, tax, or insurance advice.
- It does not replace your existing broker or benefits relationships.
- It is a structured operational tool — you stay in control of every decision.
From the founder
Built from the renewal desk, not a whiteboard
Renewal Relief Advisor™ was created by Michelle Pierfax after years inside small-group renewal operations — watching good teams lose time to drift, not difficulty.
The goal was never another dashboard. It's a calm, current answer to one question: where does this renewal stand today, and what should happen next?
Access
One renewal quarter. One payment. No subscription.
$97
one-time · 90 days of access
- Up to 5 active renewals, analyzed and re-analyzed as facts change
- Timeline-aware status, submission readiness, and activity history
- No subscription. No auto-renewal. Read-only after 90 days — your data stays.
Secure checkout. Digital product — see the Cancellation & Refund Policy.
Need hands-on help this quarter?
Q4 Renewal Capacity Support
For brokers and agencies carrying multiple active renewals at once — a defined block of renewals kept moving through the busiest stretch of the year. Starts with a short call.
Explore Q4 Capacity SupportQuestions
Frequently asked questions
- Who is Renewal Relief Advisor™ for?
- Benefits brokers, account managers, and employer benefits teams managing active small-group renewals who want a clear, current read on each one.
- What does $97 include?
- 90 days of access, up to 5 active renewals, full analysis and re-analysis, submission readiness, and activity history. One-time payment — no subscription.
- What happens after 90 days?
- Access expires and your renewals become read-only. Nothing is deleted — your saved data and history remain visible to you.
- Is my client data safe?
- Your renewals are private to your account. Advisor is not intended for PHI, claims data, Social Security numbers, or sensitive employee health information.
- Can I get a refund?
- Advisor is a digital product with immediate access, so purchases are non-refundable once activated. See the Cancellation & Refund Policy for details.
Stop tracking renewals in your head.
Add your first renewal and see where it stands in minutes.
Get 90-Day Access — $97