Policy Renewal Outreach for Retirement Plan Administrators with DATAIR
The Problem
401(k) TPA policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.
What We Build in DATAIR
AI tracks every renewal date in Relius, 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 DATAIR — uses the native API or agent integration so nothing leaves the system of record.
DATAIR Integration Approach
Audit your DATAIR configuration
We map the specific DATAIR objects, custom fields, and workflows the automation needs to touch for your 401(k) tpa practice.
Build on the DATAIR API or agent
Integration happens inside DATAIR — 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 DATAIR with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your DATAIR instance
30-minute call. We'll look at your actual DATAIR setup and show exactly how this workflow fits.