# AI Automation for DATAIR

> 3 workflow automations purpose-built on top of DATAIR — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/datair/
- **Automation count:** 3
- **Roles:** Retirement Plan Administrator

## Automations

- [Policy Renewal Outreach for Retirement Plan Administrators](https://calish.com/workflows/with/policy-renewal-outreach-for-retirement-plan-administrator-with-datair/) — AI tracks every renewal date in Relius, remarkets at 90 days, drafts the client renewal package with options, and books the review call — re
- [Commercial Quote Preparation for Retirement Plan Administrators](https://calish.com/workflows/with/commercial-quote-preparation-for-retirement-plan-administrator-with-datair/) — AI builds the submission from the broker's intake, routes to carrier APIs via Relius, and assembles the quote comparison — submission-to-pro
- [Closing & Title Package Prep for Retirement Plan Administrators](https://calish.com/workflows/with/closing-and-title-package-prep-for-retirement-plan-administrator-with-datair/) — AI assembles the closing package in Relius, validates each doc, chases stale items, and prepares the settlement statement — closings hit the

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