Policy Renewal Outreach for Investment Banking Analysts with Bloomberg Terminal
The Problem
Investment Banking policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.
What We Build in Bloomberg Terminal
AI tracks every renewal date in Datasite, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running Bloomberg Terminal — uses the native API or agent integration so nothing leaves the system of record.
Bloomberg Terminal Integration Approach
Audit your Bloomberg Terminal configuration
We map the specific Bloomberg Terminal objects, custom fields, and workflows the automation needs to touch for your investment banking practice.
Build on the Bloomberg Terminal API or agent
Integration happens inside Bloomberg Terminal — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Bloomberg Terminal with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bloomberg Terminal instance
30-minute call. We'll look at your actual Bloomberg Terminal setup and show exactly how this workflow fits.